Investigated 800 internal breaching cases and analysed 3+ years of data to forecast breaching trends and prevent potential breaching occurrences  
Analysed fund operation data, such as request workflow, to identify root cases to the performance variance and provide recommendations to reach performance target 


National Australia Bank

Wealth Management Officer

Investigation

Time Management

Fulltime - Wealth Management Officer

Melbourne

Master of Accounting and Financial Management

La Trobe University

Currently working as a volunteer management consultant for The Financial Fox Analytics Project.

Authored monthly properties reviews and quarterly forecasts, liaised with operation teams with site budget reporting, which increased accuracy by over 50% , and increased reporting efficiency by 90%.
Oversaw for the recording and analysis of the financial performance for a portfolio of 60+ properties
Reduced fraud attacks by over 70%, saving the firm $120,000 annually, by implementing strategic.

Yan Gu / Fulltime - Wealth Management Officer

Wealth Management Officer

National Australia Bank

Progress

Skills