Summary
Overview
Work History
Education
Skills
Software
Timeline
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Julian Chan

Hong Kong

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

9
9
years of professional experience
2
2
Languages

Work History

Senior Manager, Regional Finance Asia

Macquarie Group
01.2018 - Current

Support Asia CFO and Regional Finance team across 10 countries for LEC, Regulatory and Tax Reporting functions.

Help driving initiatives for the region, including:


  • Leading Robotic Automation program (using Power BI, Alteryx, Pega RDA)
  • Coordinate large-scale projects, e.g. Transition to new Oracle GL cloud base platform.
  • Examined quarterly financials to determine business operating capacity.

Senior Manager

Macquarie Group
05.2015 - 01.2018

Responsible for Product Control functions operating across 12 countries in Asia Pacific. Trading businesses included Execution Services, Derivatives Trading, Equity Financing, and Interest Rate trading/Currency hedging.

  • Coverage over global Index Arbitrage/Derivatives/ Equity Finance businesses.
  • PL analytics and commentary review.
  • Balance Sheet focus, including overview of Funding/ Tax transfer pricing
  • Price testing review and analysis.
  • New product analysis and review.
  • Conduct Monthly business management reporting.
  • Process review and improvement (Operational Excellence/ Robotic Automation)
  • Support regional expansion (transition of PL production to offshore location).
  • Ad hoc projects.

Education

Bachelor of Science - Mathematics And Management

King's College London, University of London
United Kingdom

Master of Science - Financial Mathematics

Imperial College London, University of London
United Kingdom

Skills

Data Analytics

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Software

Microsoft Office

Timeline

Senior Manager, Regional Finance Asia

Macquarie Group
01.2018 - Current

Senior Manager

Macquarie Group
05.2015 - 01.2018

Bachelor of Science - Mathematics And Management

King's College London, University of London

Master of Science - Financial Mathematics

Imperial College London, University of London
Julian Chan