Jacky Wang
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Jacky Wang Email & Phone Number

Graduated from the UNSW at Generation Financial Group
Location: Brisbane, Queensland, Australia 5 work roles 2 schools
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Current company
Role
Graduated from the UNSW
Location
Brisbane, Queensland, Australia
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Who is Jacky Wang? Overview

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Jacky Wang is listed as Graduated from the UNSW at Generation Financial Group, a with 3 employees, based in Brisbane, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Jacky Wang.

Jacky Wang previously worked as Broker Assistant at Generation Financial Group and Homeloan Broker Assistant at Generation Financial Group. Jacky Wang holds Master Of Commerce, Finance And Business Analytics, 74.5 from Unsw.

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Email format at Generation Financial Group

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Generation Financial Group

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Profile bio

About Jacky Wang

I am currently a master of commerence student in UNSW with two specialisms, Business Analytics and Finance. Expected to graduate in December 2021. As a post-graduate student studying Business Analytics and Finance, I have the knowledge of how to analyse and apply data insights using latest tools and techniques, for example SAS and Tableau. And I have the capability to solve practical business issues through data visualisation and big data, draw insights from information and link it to business strategy.Through the specialism of Finance, I have deeper understanding of the different kinds of financial institutions especially the bank and how they make investment decisions in financial and capital market. Besides I can do risk analytics by using range of techniques, calculating scenarios and ratios. I have a bachelor degree of Accounting. Because of four years of accounting studies, I have a very solid foundation of accounting knowledge, from the most basic bookkeeping, to balance sheets, profit statement preparation, auditing, financial analysis etc. Out of curricular, I studied and passed all 9 fundamental level exams (Two of them are obtained through exemption), and passes 1 strategic professional level ( 3 exmas remained), and I plan to pass all exams in June 2022. Through the combination of my academic knowledge and internship experience across equity research assistant, audit assistant and account assistant, I have gained strong skills of communication, time management, research, teamworks and computer softwares.I am a down-to-earth person, I will be serious and careful to complete all the tasks assigned to me, no matter how simple and cumbersome tasks, and I respect teamwork. I have always acted as a team glue and promote the team. Accelerate the work and respect the contribution of every member.I am also hard-working and team-oriented . And I am always eager to learn new thinks to expand my skill set.

Current workplace

Jacky Wang's current company

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Generation Financial Group
Generation Financial Group
Graduated from the UNSW
australia
Employees
3
AeroLeads page
5 roles

Jacky Wang work experience

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Broker Assistant

Current

Brisbane, Queensland, Australia

Work as a broker assistant1. Liaise with banks, and third-party valuers to follow up on application status and order valuations. Deal with enquires from e-mails.2. Assist in managing the loan application from preparation, lodgement, approval and through to settlement.3. Calculate the serviceability and borrowing capacity of clients and provide appropriate advice to maximize customer loan amounts.

May 2022 - Present

Homeloan Broker Assistant

Brisbane, Queensland, Australia

Intern as Financial Broker Assistant.Assist brokers to complete their work more efficiently. Communicate with external partners and organize work.

Feb 2022 - May 2022

Equity Researcher Assistant

Shanghai, China

Work as Equity research assistant, conduct fundemental analysis of certain listed companies and collect financial report financial information, industry environmental information, etc. to help research write equity research.

Jul 2020 - Sep 2020

Audit Assistant

Tianheng Accounting Firm

Nanjing, Jiangsu, China

Work as Audit Assistant, Use sampling and comprehensive surveys to check the inventory of the company.And make a preliminary judgment on whether there are signs of impairment and ownership issues in the inventory.Responsible for basic audit paper such as cash count papers, bank inquiry letters, and related data information statistics.Conduct substantive audit procedures for accounts receivable and accounts payable, and ensure the accuracy, completeness, and fitness of accounts through the… Show more Work as Audit Assistant, Use sampling and comprehensive surveys to check the inventory of the company.And make a preliminary judgment on whether there are signs of impairment and ownership issues in the inventory.Responsible for basic audit paper such as cash count papers, bank inquiry letters, and related data information statistics.Conduct substantive audit procedures for accounts receivable and accounts payable, and ensure the accuracy, completeness, and fitness of accounts through the search and comparison of vouchers Show less

Dec 2019 - Jan 2020

Assistant Accountant

Suning Commerce Group Co.

Nanjing, Jiangsu, China

Work as assistant accountant, Responsible for the bill collection, sorting and binding work of the financial service centre, and sending the bound bills to the document Department

Aug 2018 - Sep 2018
2 education records

Jacky Wang education

Master Of Commerce, Finance And Business Analytics, 74.5

(1)The specialism of Business Analytic: Be eligible for certification as a Business Analyst by SAS after Finishing the Main Courses Main.

Bachelor'S Degree, Accounting, 80.5

Receive Letter of Commendation form head of school, school of Accounting Graduation with Distinction Main courses: Financial Accounting.

FAQ

Frequently asked questions about Jacky Wang

Quick answers generated from the profile data available on this page.

What company does Jacky Wang work for?

Jacky Wang works for Generation Financial Group.

What is Jacky Wang's role at Generation Financial Group?

Jacky Wang is listed as Graduated from the UNSW at Generation Financial Group.

Where is Jacky Wang based?

Jacky Wang is based in Brisbane, Queensland, Australia while working with Generation Financial Group.

What companies has Jacky Wang worked for?

Jacky Wang has worked for Generation Financial Group, Haitong Securities, Tianheng Accounting Firm, and Suning Commerce Group Co..

Who are Jacky Wang's colleagues at Generation Financial Group?

Jacky Wang's colleagues at Generation Financial Group include Precious Marian Calvario and Darren Jansen.

How can I contact Jacky Wang?

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What schools did Jacky Wang attend?

Jacky Wang holds Master Of Commerce, Finance And Business Analytics, 74.5 from Unsw.

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