DRAGON WAN
Managing Director
Summary
A Senior Finance Professional with broad expertise gained over the last 20 years in Practice and Financial Service sectors in the UK, Europe and more recently Hong Kong. Strong commercial, reporting, financial control and leadership skills coupled with operational experience. Significant experience and delivery in both operational, accounting and finance change management.
Business leader prepared for advancing organizational objectives and fostering high-performance culture. Proven record of driving strategic growth and enhancing operational efficiencies. Recognized for fostering team collaboration and adaptability in dynamic environments. Expert in strategic planning and financial management.
Overview
28
28
years of professional experience
Work History
Managing Director
Travelex
08.2022 - Current
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Delivered consistent revenue growth by identifying new business opportunities and expanding service offerings.
- Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Cultivated a strong organizational culture built on integrity accountability teamwork which resulted in higher retention rates among staff.
- Fostered an inclusive work environment by championing diversity initiatives and empowering employees at all levels.
Finance Director, Asia
TRAVELEX
07.2019 - Current
- Company Overview: Travelex is a highly sales focussed organisation and is the world's largest non-bank provider of foreign exchange services to corporate clients, retail foreign exchange through 700+ branches and consumer payment products
- Reporting to the Group CFO, oversight of the entire Finance Function across 6 countries in Asia
- Monitoring the region's financial performance whilst maintaining strong internal control
- Key member of the Asia Executive team, providing leadership, direction and guidance
- Experience with international relations and dealing with diverse cultures
- Executive and Board Director for local Travelex companies
- Ensure all best practices are adhered to in financial control, FP&A, Management Reporting and Financial Reporting, whilst implementing efficiency and cost savings
- Develop and nurture talent of enhance the skills of the Finance function in Asia
- Involved in key strategic decision making in the region, providing analysis and recommendations supported by financial analysis
- Manage working capital, ensuring tight cost controls are maintained
- Travelex is a highly sales focussed organisation and is the world's largest non-bank provider of foreign exchange services to corporate clients, retail foreign exchange through 700+ branches and consumer payment products
Head of Commercial Finance, Asia
TRAVELEX
07.2017 - 07.2019
- Reporting to the Asia CEO, oversight of all new Commercial activity and strategy in Asia, overseeing financial and management reporting, driving accurate forecast and budgeted global financial results, participate in key strategic decisions
- Executive and Board Director for local Travelex companies
- Responsibilities management reporting, commercial analysis and pricing, budgeting and forecasting and business support
- Involved in Business acquisition, disposal and merge activity within Asia region
- Managing key commercial relationships
- Managing working capital planning and management
Financial Controller Greater China and Japan
TRAVELEX
01.2009 - 06.2017
- Reporting to the Regional CFO, oversight of all financial and management reporting, driving accurate forecast and budgeted global financial results, manage expenditure in line with policies and budgets and provide regular reporting of performance against budget, participate in key strategic decisions, management of local Administration and Finance staff
- Responsibilities include financial and operational controls, management reporting, commercial analysis and pricing, budgeting and forecasting and business support
- Overseeing daily accounting operations in the team including cashflow management and maintaining banking facilities and liaising with bankers for cash management
- Overseeing month-end closing activities, tax & audit issues
- Driver of internal control initiatives, systems and operational efficiencies
- Key involvement in Group restructure including the successful disposal of major subsidiary
Finance Manager
TRAVELEX GLOBAL PAYMENTS (TGBP)
06.2005 - 12.2008
- To provide financial and commercial support to Divisional Managing Director (UK) and Country Managers in EMEA
- Involvement in UK Leadership Team engaged to provide strong relationship management to the business whilst ensuring an independent review and challenge focus
- Working closely with the Head of Finance, Country Managers and DMD to identify growth opportunities and develop commercial strategy whilst ensuring cost base efficiency
- Developed Global MI reporting with focus on Key Performance Indicators
- Provide business case support and independent financial review
- Deliver the rolling forecast, 3 year plan and budget whilst ensuring the full engagement of the respective Senior Leadership teams
- Part of the UK finance working with Sales Operations and MI teams, whilst ensuring the Country Financial Managers deliver EMEA TGBP requirements on time through relationship management
- Ensured the period end was reported by WD+4 and risks and opportunities were identified
Group Financial Controller
FUNDAMENTAL E INVESTMENTS
10.2004 - 06.2005
- Company Overview: AIM listed investment specialising in investing in Audio Visual and Computing sectors, with 8 subsidiaries
- Full responsibility for delivering Budgeting, Forecasting, Weekly & Period Reporting and Board Packs
- Reporting to the CFO and providing on-going financial support
- Preparation of year end financial statements, dealing with external auditors
- Preparation of monthly management accounts including, consolidated accounts, budgets and reporting, which are timely, accurate and add value to the management decision making process
- Dealing with Inland Revenue including matters involving PAYE and Corporation Tax
- Dealing with HM Customs and Excise, including Group registration matters and return submissions
- Review of financial systems, controls, and procedures
- AIM listed investment specialising in investing in Audio Visual and Computing sectors, with 8 subsidiaries
Audit Assistant Manager
BAKER TILLY
09.1997 - 09.2004
- Company Overview: Business Advisors and Auditors, part of a global alliance of over 100 firms across the world
- Supervising audit teams of up to 4 staff
- Example Audits, statutory audits, solicitor accounts rules audits (S.A.R), royal institute chartered surveyors audits (R.I.C.S)
- Planning and budgeting the audits of various companies
- Preparing and writing financial statements
- Dealing with companies ranging from £5 - £20 Million in turnover
- Corporation and personal tax planning
- Experience in dealing with subsidiaries of multi-national groups, covering areas such as transfer pricing, tax planning and reporting finally to primary auditors
- Experience in preliminary and detailed analytical review of financial statements
- Experience in reconciling clients balance sheet control accounts
- Consult clients on a variety of matters, such as revising and improving clients accounting systems
- Experience in ad-hoc projects such as cash flow forecasting and due-diligence work
- Experience in developing, motivating, and mentoring junior members of staff
- Business Advisors and Auditors, part of a global alliance of over 100 firms across the world
Education
BA Hons - Accounting & Finance
Chartered Association of Certified Accountants
Skills
Sales Management
Employee Mentorship
Recruitment strategies
Strategic Business Development
Customer Relationship Management
Strategic Development
Budget Oversight
Effective Team Collaboration
Revenue Enhancement
Cost reduction
Negotiation
Effective Governance Practices
Timeline
Managing Director
Travelex
08.2022 - Current
Finance Director, Asia
TRAVELEX
07.2019 - Current
Head of Commercial Finance, Asia
TRAVELEX
07.2017 - 07.2019
Financial Controller Greater China and Japan
TRAVELEX
01.2009 - 06.2017
Finance Manager
TRAVELEX GLOBAL PAYMENTS (TGBP)
06.2005 - 12.2008
Group Financial Controller
FUNDAMENTAL E INVESTMENTS
10.2004 - 06.2005
Audit Assistant Manager
BAKER TILLY
09.1997 - 09.2004
BA Hons - Accounting & Finance
Chartered Association of Certified Accountants
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