PERSONAL PROFILE Name:
Tom Ye Tao
Mobil:
0422 205 310/ 0439 598 860
Home Phone: 02 9281 8647 Address:
751/99 Jones Street Ultimo NSW 2007
Email:
[email protected]
OBJECTIVE: To secure a growth oriented and rewarding position in the areas of Accounting & Finance, Banking, Financial Planning or business analysis that will best utilize my knowledge and skills.
KEY ATTRIBUTES AND SKILLS: •
Team-player with strong leadership skills
•
Analytical, Number sensitive and a good decision-maker
•
Proactive, efficient, hard-working and honest
•
Positive and able to make things happen
•
Self-motivated and results driven
•
Multi-language in English and Chinese
•
Customer-focused and able to analyze things from customers’ perspectives
•
Have excellent understanding of Investment concepts, Accounting Numbers and have Financial Planning Background
•
Advanced user of Word, Excel, Access and PowerPoint,
•
Have outstanding academic qualifications and excellent industry experience
SUMMARY: Young, energetic, multi-language, customer focused and well-qualified business professional with excellent understanding and practical experience in Finance, Accounting & Financial Planning is committed to contribute all the knowledge and continuously learn from experience for the growth of self and organization.
EDUCATION: Bachelor of Business [Double major in Accounting & Finance]
2004-2006
UTS, Sydney
*UTS Finance Major is PS 146 complained to provide financial service
1
Diploma of Business and Commerce
2003-2004
UTS, Insearch
PROFESSIONAL WORK-EXPERIENCE: Assistant manager (level III)
Mar 2007 to October 2007
Competitive food Australia
In this role, worked as an assistant to Restaurant Manager by dealing with both Numbers and customers To achieve sales target and customer satisfaction. [This is a multi task role since CFA group does not have any line accountant and Auditor] •
Track sales records on daily basis, prepare report for head office at end of every day Labor reconciliation and Cash Variance Tracking (late night shift)
•
Stock Budgeting (product projection) and ordering form Bidvest, Tiptop & other suppliers
•
Management controllable express (all cost except food and labor) control
•
Developed strong relationship with customers through continuous support and high quality Service
•
Planned and implemented effective strategies to manage and maintain sales incremental Percentage (double digit) to achieve effective sales outcome and brand awareness
NON-PAID INTERSHIP EXPERIENCE Area representative
Nov 2006 to Mar 2007
Home Direct Money, Sydney
In this role, worked closely with Account of Manager and was directly involved in the process of Loan Application and Marketing: •
Handle enquires and internal phone calls
•
Liaise with Real Estate Agents and other Representative offices for sales generation
2
•
Help clients planning their financial position after taking a loan, give financial advise
•
Built strong relationship with both internal and external customers through cold calling, telemarketing, referrals and leads
•
Provide Basic training to office junior, prepare application forms and arrange interviews for Lending manager
•
Assist in development and implementation of advertising and promotional campaigns
•
Assist in developing marketing collaterals, brochures, websites etc.
WORK EXPERIENCE WHILE ATTENDING UNIVERSITY:
Peer Net worker
2005 to 2006
UTS volunteer
Work with University Student Service Unit and Administration Office to help them organize orientation: Communicate with new students, Socialize with students and professors Organize campus tour, Help with enrolment and registration Organize event (adventure tour to Sydney, BBQ...etc)
Additional Information: Status:
Permanente resident of Australia
Relocation:
yes (if necessary)
Language:
English, Chinese
Interest:
Reading, swimming, Music,
Referee:
Available on request
3