Arrange quarterly solution update/enablement for various product principals.
Identify and uncover opportunities while gaining insights from partners on competitors’ strengths and weaknesses.
Ensure partners’ credit limits are reviewed for upcoming sizable orders and proactively propose appropriate credit facilities or onboarding processes as needed.
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Assist in MAS and internal/external audit requirement to Marketing Department, including but not limit to documentation, survey, management/financial reports, and customer/facility info.
Coordinate request from Head Office and other departments, such as internal control, AML transaction clearance, data consolidation, banking system user test and problem solving.
Work with relevant stakeholders to implement key credit initiatives by the bank and keep up to date on policy and regulatory changes and requirements.
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Responsible for managing month-end closing processes, reviewing financial statements, and conducting tax reviews to ensure accuracy, compliance, and timely reporting..
Lead and drive process improvement initiatives within POSH Finance to enhance operational efficiency, accuracy, and control effectiveness.
Lead and drive AI initiatives within POSH Finance to enhance automation.
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