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Work Background
MUFGVP, Global Corporate Business Planning (GCBD East Asia)
Feb. 2020 - Feb. 2021Hong Kong SAR- Coordinate regional C-level monitoring of client performance and ad-hoc data analysis
- Planning and implementation of business/regulatory projects
HSBC Commercial BankingBusiness Analytics Manager (HK)
Sep. 2017 - Dec. 2019Hong Kong
HSBC Commercial BankingRegional Business Analytics Manager
Dec. 2015 - Aug. 2017Hong Kong- Customer-centric analysis to facilitate business/campaigns, or to identify potential high risk customers to support projects related to Risk and Compliance
- Develop datamarts, event triggers, tracking reports and dashboards to monitor business performance and KPIs
- Coordinate with stakeholders and offshore teams on timely, quality delivery of analysis
Dah Sing BankAssistant Manager, MIS
Jun. 2014 - Dec. 2015Hong Kong- Prepare management reports, including monthly results, net interest margin review, EXCO schedules, operating expense trends analysis etc.
- Coordinate group wide budgeting and forecast exercises
- Analyze financial data and identify major variances and trends for senior management
McLaganSenior Analyst
Feb. 2013 - Aug. 2013Hong Kong- Manage client relationships in financial services industry, advising clients on market trends, performance and best practices relating to compensation and benefits
- Market and Review annual benchmark products, originate and execute bespoke studies and projects
ME BankAccount Origination Consultant
Dec. 2011 - Apr. 2012Melbourne, Australia- Process new accounts applications and make outbound calls to customers
- Review existing processes to improve operational workflow
Hang Seng BankAssistant Business Planning Manager (Business Banking)
Mar. 2007 - May. 2011Hong Kong- Develop annual operating plans (AOP) and ongoing forecasting for corporate divisions
- Analysis of financial results to monitor business performance
- Prepare management reports to business heads
- Data analysis and reporting support for sales teams and marketing campaigns
- Co-ordinate projects with Finance, IT, Risk & Compliance
- Provide one-on-one coaching to junior officers
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