Iris Wang Email & Phone Number

Singapore

Singapore

Singapore

Singapore

• Iris Wang, a Financial Consultant with a strong passion for guiding Business Owners and Individuals towards their Financial Planning.With over 15 years of experience in Business Accounting, preparing Financial.
• Building strong relationships with existing and potential clients, understanding their unique needs and risk tolerance
• Conducting financial assessments to identify gaps and suggest wealth protection
• Recommending and designing bespoke solutions that combine the right insurance products and investment funds to meet specific goals, such as protecting loved ones, saving for retirement, or building wealth.
• Presenting financial concepts, ensuring clients feel informed and confident in their decisions
• Building long-term trust and loyalty through ongoing communication, and exceptional serviceThank You......Thanks to my existing and potential clients. Thanks to my Agency leaders and colleagues.

Singapore

• Iris Wang enjoyed the interaction with learners while she was with SOQ. She values continuous learning and enjoys passing the soft skills to others. Thanks to the Principles and supporting colleagues. WSQ Approved.
• Developed and delivered engaging beauty skincare workshops for aspiring and experienced beauticians, empowering career growth.
• Equipped learners with in-depth product knowledge and application skills through interactive sessions, ensuring confident product recommendations.
• Sharpened communication and sales techniques through practical role-playing, boosting learner effectiveness in closing sales.
• Masterminded experiential learning activities, fostering hands-on skill development from Day 1.
• Successfully transferred key practical skillsets to learners, maximizing their knowledge absorption.

Singapore

• Iris Wang was very delighted to be part of Joy Management. Thanks to the Audit Partner, Director, Management, and Colleagues of Joy Management. THE JOURNEY WITH JOY
• Supported M&A and business valuation projects for beauty spas, driving informed investment decisions.
• Performed comprehensive sales audits for Fashion Stores and Beauty Chains, optimizing revenue streams.
• Delivered in-depth audits for insurance brokers and investment holding companies, ensuring financial compliance and transparency.
• Meticulously reviewed and verified financial records, upholding accuracy and adhering to regulations.
• Crafted insightful audit and compilation reports, providing stakeholders with clear financial narratives.

Singapore

• Iris Wang enjoyed performing a dynamic role with AccTrain Academy. She wanted to see individual learner and organizations reach their full potential. Thanks to the Principal, Management, colleagues, and students..
• Delivered WSQ-approved Xero training workshops, equipping learners with practical skills and successfully transferring key skis in 2 days
• Provided expert coaching and mentorship, ensuring learner success and knowledge retention
• Developed & and managed comprehensive pre-course & and post-course logistics, optimizing the learning experienceSTRATEGIC ROLE SUPPORT
• EduTrust certification planning and maintenance
• CPE license renewal and ERF audit facilitation

Singapore, Singapore

• Thanks to the Management, colleagues, and business clients.
• Secured grant funding for multiple businesses through comprehensive financial projections and compelling business plans.
• Developed persuasive proposals for Strategic Branding, Business Transformation, Financial Management And Human Capital Development
• Successfully generated leads by reaching out to companies through targeted email and phone outreach.
• Utilized advanced research strategies to access extensive company data for lead generation.
• Generated qualified leads through multi-channel outreach strategies.

• FINANCIAL ACCOUNTING & REPORTING
• Prepared annual accounts and financial reports for over 900 cases, ensuring accuracy and compliance.
• Reviewed and edited financial reporting templates for improved efficiency and consistency.
• Established accounting processes for newly incorporated businesses.
• Analyzed business operations and financial figures for informed decision-making.CORPORATE TAX MANAGEMENT
• Filed corporate tax returns for over 900 cases, minimizing liabilities and adhering to regulations.

Singapore

• As an overseas business development manager, she performed dynamic roles for the growth and expansion of the business. Thanks to the CEO and Management of the Luxasia Group. OVERSEAS MARKET BUSINESS ESTABLISHMENT
• Market Analysis: Spearheaded the creation of a thriving new market, paving the way for fragrance exploration.
• Knowledge Catalyst: Empowered sub-distributors with brand and product expertise.
• Strategic Visionary: Assisted in a 5-year financial planning.
• Bridge Builder: Maintained strong relationships with principals, stores, and distributors, fostering a loyal network.
• Customer Champion: Advised clients on launches and orders, ensuring smooth market entry.

Singapore

• Iris Wang started her career path as an Auditor after graduating from her Accounting and Finance Degree. Thanks to the Audit Partner, colleagues and clients.
• Planning & Execution: Conducted thorough audit planning, performed fieldwork, and finalized audit reports, ensuring adherence to professional standards.
• Identifying & Reporting Key Findings: Proactively identified and reported high-risk areas requiring management attention, safeguarding organizational stability.
• Financial Reporting: Drafting the audited financial reports and ensuring compliance and data accuracy.
• Effective Communication: Maintained clear communication with clients and colleagues, ensuring timely access to information and documentation.
• Audit Management Support: Organized audit results, highlighted key points for management review, and assisted with corporate tax computations, contributing to informed decision-making.

Investment, Rules And Regulation Of Insurance, Health And Life Insurance

Acta (Advanced Certificate In Training And Assessment), Lecturing And Training

Professional Certification - Association Of Chartered Certified Accountants, Accounting And Business/Management

Bachelor Of Science (Honours), Applied Accounting, Accounting And Finance

Cat (Certified Accounting Technician), Accounting And Finance