Yion Chan

Experience

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  OUB Securities Pte Ltd

  Jan 1998 - Jan 2000

  Accounting Officer

  As a fresh graduate, I embarked on my finance career with OUB Securities. My job scope encompassed:1. Review work of juniors and prepared monthly schedules to ensure the accuracy of the accounting records2. Prepared timely financial accounts for submission to Holding Company and quarterly returns to MAS3. Contributed in the implementation of new accounting software4. Assisted in managing the company’s funds and foreign exchange exposures

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  PWC

  Jan 2000 - Jan 2002

  Associate

  My role was to handle a portfolio of clients in services, trading, banking and manufacturing industries, to provide the following services:1. Handle full set of books and accounts independently2. Manage payroll administration for clients3. Cash flow planning & forecasting4. Filing of GST Returns5. Liaise with external auditors and tax consultants

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  Avant-Garde Consulting

  Jan 2002 - Jan 2006

  Partner

  I have ventured out on my own in 2002 and set up a Sole Proprietorship and converted this company to Partnership after 2 years of operation. I was in charge of sourcing for businesses and provide the following professional services: 1. Assist clients to develop, implement and review finance and administration policies and procedures2. Liaise with external auditors and tax consultants3. Handle full set of books and accounts, manage payroll administration and filing of GST Returns

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  Citibank Singapore Ltd

  Jan 2006 - Jan 2009

  Financial Analyst

  I received Citi Singapore Quality Excellence Award in October 2007 and this was very meaningful as it was an attestation of my ability to adapt and to perform within a short time frame. My job scope included:1. Perform Price Risk/Benchmark reporting which include daily monitoring of Interest Rate Risk, Rate Reasonability testing on external counterparty deals, fortnightly reset of Reserve Assets yield, analysis & investigation of significant variance, assumptions review, new product launch set-up & testing2. Support Treasury unit as the Business & Products Analyst, this includes preparing monthly management closing & reporting, profitability analysis & regional reporting, prepare & review financial forecast and plan. Work closely with the Treasury team in rolling out new initiatives3. Identify opportunities for process and control improvements 4. Initiate automated mechanisms Show less

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  Advo Education Centre Pte Ltd

  Jan 2010 - Jan 2012

  Finance Manager

  I assisted the company to implement new financial system and set up a finance team. My role comprised of recruiting and leading finance team members, provide training, ensure financial processes are put in place and reporting is done timely and efficiently. I also worked closely with the management team to provide them with the financial input to assist them in making sound business decisions.

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  Prudential Assurance Company Singapore

  Dec 2012 - now

  Financial Consultant

  I specialize in Legacy Planning for business owners and work as a Family Advisor for them and their family. This is achieved by having a good discovery process in place in order to identify the relevant needs. Thereafter, suitable financial solutions or strategies would be recommended, implemented and reviewed. Most importantly, I am someone that my clients trust in ensuring that I am providing the best solution to them.

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  Hello Done Pte Ltd

  Dec 2014 - now

  Founder

  Hello Done Pte. Ltd. is founded by myself to help businesses grow and advance to the next level by employing sustainable financial practices and to their eventual exit planning. We deliver more than just strategies, we also provide solutions that positively impact businesses’ financial performance, allowing business owner to make the best business decisions. Services that we provide include:1. Financial Management including cash flow and resource planning, management and evaluation2. Company Metric Analysis including establishing performance metrics, performance tracking and analysis3. Pricing Decision to maximize profit in the short term and optimize profit in the long run. 4. Market and Product Analysis to identify opportunity for market entry and maximizing USP impact of products/services5. Enhancing Business Processes for Productivity 6. Human Capital Management such as recruitment and selection criteria, evaluate and structure staff compensation and benefits Show less