Led discussions with clients’ senior management and analyst counterparts, and actively liaised with internal solution architects, application developers and UI/UX designers to analyse and document clients’ business requirements, and execute solutions for private banking and wealth management customer self-service platform web & mobile apps Data mapping clients’ source financial data (e.g. Avaloq Core Banking), CRM,accounting systems and master data to proprietary internal data warehouse; crosschecking, matching, manipulation and merging of data sets as part of the ETL / ELT process.Ensured quality control through UAT and deliverable pre-handoff testing; developed change control and detailed training documentation for client users throughout the entire software development lifecycle (SDLC); ensured efficient handoff to production support upon go-live.

Managed complex management revenue reporting and forecasting models on Excel; this was integral to the firm’s revenue and overall budget management as well as working capital planning requirements.Developed custom financial models and dashboards (in both Excel and Power BI) for management and client facing use e.g. retirement planners, cash flow budget reconciliations, standardized investment product comparisons, fee calculators.Utilised the XPLAN wealth management software to manage client financial data, develop and produce periodic client financial reports (statements of financial positions, IRR/ROIs, income earned etc.), and other back-office processing; regularly liaised with XPLAN developers to enhance the (Python) coding of report templates in order to satisfy BlueRock’s desire for more sophisticated, yet meaningful client wealth reporting.Financial writing – researched and summarised quarterly economic and financial events for client consumption, but delivered with a trademark BlueRock flair i.e. to tell it like it is.

Developed and maintained complex financial models on Excel to track and forecast firm revenue, identify potential revenue trends, evaluate client investment options, monitor investment performance, cost vs. benefit analyses etc.; the result was a practice with tighter financial management, and clients that were supplied with more meaningful information to make better financial decisions.Utilised the XPLAN wealth management / financial planning software on a broad basis to onboard and manage client data, advice, investments, buy/sell order placement & general communications.Conceptualised, researched and authored a popular monthly investment commentary/blog as part of client value-add - de-mystified high finance and laced an otherwise mundane economic wrap-up with my own uniquely acerbic wit and view of the world.Liaised and networked with various industry providers & professionals from retirement funds, investment managers, brokerages, other advisors etc.; this helped to advance and cement the BlueRock name in the Australian wealth management community.

Co-founded a side hustle company; charged with financial control and data analysis; I helped to hire, train and manage an eventual team of five web designers, developers and internet marketers.Utilized a strict data driven approach to manage the business and optimize growth and capital expenditure; developed custom Excel data models for marketing, pricing and profitability analyses; conducted website performance analysis and optimization using SQL database queries; the result was a business that was (net) profitable from inception and always met its commitments when due (creditor payments, salaries, tax obligations)Designed and developed the online platform which included ideation, branding, value proposition, the set up and marketing of a live e-commerce website and corresponding eBay stores; it is still active today.Maintained company accounts and contributed to product and vendor management along with general customer service.

Achieved and exceeded monthly sales targets via phone and email solicitation; produced an average of 70 new client accounts monthly vs the company average of 50; instrumental in the growth of the Malaysian clientele - from less than 10% to well over 30% of the customer book, by the end of my tenure.Sold and serviced a large international client base covering Asia, Europe, Central & South America; provided quotes & executed phone trades for clients as requested; learned to quickly and successfully understand and appeal to large a number of diverse cultural and language backgrounds.Educated prospective and existing customers on the fundamentals of currency trading – contract sizes, margin requirements, leverage, order types, technical and fundamental analyses. Provide technical software support and training with respect to the MT4 / MT5 retail trading platform.

Assisted Senior Equities Analyst in preparing reports and recommendations for potential growth and value stock investment opportunities.Developed intrinsic equity valuation models in Excel to aid in identifying potentially undervalued stocks which would then provide end stock buyers with potentially, the best value for their investment in terms of projected stock price appreciation.Analysed financial statements (P&L, balance sheet, cash flow) of companies under consideration and performed ratio, discounted cash flow and comparable analyses. Communicated buy/sell stock recommendations to brokers (CommSec, Ord Minnett, Macquarie Bank to name a few) via oral and written presentations.

Founded and managed a successful e-Commerce start-up retailing (and wholesaling) aftermarket car accessories, from Malaysia to Australia, USA and Europe.Consistently maintained high profit margins and achieved an average return on investment of 50%, utilizing zero debt. Developed and supervised efficient processes in the areas of inventory procurement and management, order filling, online sales, logistics and customer relationship management. Employed three members of staff to assist with daily operations. Developed and maintained a fully functioning e-commerce website and corresponding eBay store.

Assisted and reported to the financial controller of the company.Performed weekly bank reconciliations and maintained up to date general ledger.Managed accounts receivable including invoicing and debt collection; successfully reduced collection from 90 days to 30 days.Managed accounts payable including regular creditor liaison and strict adherence to credit terms.Followed through on timely and accurate month-end closings; produced monthly P&L Statements, Balance Sheets and Cash Flow Statements.Prepared and submitted quarterly GST returns to tax office.Assisted and collaborated with external auditors during periodic corporate audits. Administered all online and over the counter company banking transactions and petty cash disbursements.Managed monthly payroll.