About Me
ACCA Qualified finance professional with over six years of experience across global banking, financial audit, management information reporting and risk governance. Experienced in preliminary financial statement analysis,…
ACCA Qualified finance professional with over six years of experience across global banking, financial audit, management information reporting and risk governance. Experienced in preliminary financial statement analysis, performance trend assessment and translating complex data into management insights. Brings institutional FX exposure, advanced Excel and business intelligence capabilities, and practical equity research and simulated portfolio-management experience. Pursuing CFA Level I studies with a planned May 2027 examination.
Experience
Data Analyst – COS eTrading
<p>Lead monthly management information (MIS) and business performance reporting for COS eTrading, consolidating volumes, service levels, regional trends and exceptions into decision-ready updates for business stakeholders.<br>
Design interactive Power BI, Tableau and Excel dashboards to communicate monthly performance, compare trends across teams and regions, and highlight emerging issues for management review.<br>
Developed innovative HTML dashboard layouts and automated Excel reporting templates using structured data extraction and repeatable calculations, simplifying monthly metric preparation and reducing manual reporting steps.<br>
Analyze underlying data to identify anomalies, emerging trends, process bottlenecks and control risks; translate findings into clear management insights and follow-up actions.<br>
Partner with approximately 10 COS eTrading teams to review workflows, improve controls and support migration from manual processes to technology-enabled solutions.<br>
Contribute to the development of LLM-powered automation solutions to streamline repetitive operational tasks and enhance reporting efficiency.</p>
Global FX Client Onboarding Manager
<p>Coordinated onboarding and maintenance activities for institutional FX clients, monitoring requests, documentation, priorities and delivery timelines.<br>
Tracked onboarding pipelines, service-level performance and exceptions to identify delays and escalate issues affecting client delivery.<br>
Worked with product, operations and technology stakeholders to investigate recurring issues, improve processes and mitigate operational risk.</p>
FX Quality Assurance and Governance Specialist
<p>Performed risk-based quality assurance and control testing across FX operational processes, evaluating transaction accuracy, governance and adherence to procedures.<br>
Tested 6,450 maker-checker transactions, achieving a reported 99% pass result, and identified an emerging firm-ID access-risk pattern requiring preventive action.<br>
Investigated recurring exceptions and root causes, escalating findings and recommending corrective actions to strengthen preventive and detective controls.<br>
Automated risk and governance reporting, improving visibility of issues and contributing to a reported 50% reduction in escalations.<br>
Prepared management reporting on control performance and supported process reviews, governance assessments and colleague training.</p>
Audit & Assurance Associate
<p>Executed financial statement audits and risk assessments for clients across insurance, telecommunications, education, healthcare and brokerage sectors.<br>
Performed preliminary analytical reviews of financial statements during audit planning, assessing financial trends, material fluctuations and indicators of potential audit risk to guide further testing.<br>
Reviewed supporting schedules, tested material balances and investigated variances; assessed financial reporting and accounting treatments under IFRS and AAOIFI requirements.<br>
Assisted in preparing audited financial statements, client proposals and presentations; participated in corporate governance and other advisory-related engagements.</p>
Audit Intern
<p>Supported audits of local and international clients through testing of financial statement balances, review of supporting documentation and preparation of audit working papers.<br>
Applied professional skepticism to identify discrepancies and communicate findings to engagement teams.</p>