• Oversight and management of financial account services for clients, including preparation, review, and analysis of monthly P&L and overall fund performance.• Executed daily portfolio reconciliation, including identification, investigation, and resolution of differences.• Prepared and processed daily journal entries and month-end balancing entries research variances for internal reporting.• Gaining market intelligence and developing corresponding strategies that lead to increased market improved forecasting accuracy.• Responsible and accountable for problem-solving and decision making with partners to reach target results.• Executing specific multi-year development action plans to ensure the cultivation of relationships and to drive revenue growth.• Managing corporate and donor data efficiently and accurately project and forecast annual and multi-year revenue associated with workplace portfolio.• Identified and prioritized activities to maximize revenue contribution from the allocated client portfolio.

• Recruited from accounting firm by one of the Area Director in HLBB, due to high competency of reading audited account and make sense to customer.• Solicit, Sourcing, Screening Processing and Recommend approving Corporate loan application in a professional way.• Meeting and Educate Customers (directors of companies) by giving them advise in accounting, taxes, commitment, & repayment capacity.• Connect with Lawyer, Valuer, and Developer most of the time to ensure silky smooth process for all parties. • Building trust and maintaining customer confidence by constantly updating with clients.

• Starting with only textbook accounting knowledge to leading company through accounting peak period.• Meeting with clients to discuss the details and ensure everything are in orders.• Efficiency, Effectiveness and Accuracy are three main criteria to finish before deadline.• Arranging and Filing customer data in both hard copy and soft copy.• Service and maintaining customer relationship with constantly meeting with client and solving their problem.

• High level of ownership, accountability and initiative.• Greet customers in a timely, professional and engaging manner.• Provide honest and confident feedback to customers regarding merchandise style and fit.• Consistently seek new product knowledge to act as an expert for the customer.• Build lasting relationships with customers by servicing them. • Ability to positively and proactively handle customers concerns and prioritizes multiple tasks in a fast-paced environment. • Able to set and achieve personal sales goals.