Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline

Edward Tan Song Kai

Summary

I specialize in developing financial strategies for my clients, building long term relationships with them over time.

In addition, I am strong in recruitment of young graduates, and development of long term relationships with people that I have recruited.

Overview

6
6
years of professional experience

Work History

Financial Services Manager

Income Insurance Limited
Singapore
07.2017 - 04.2023
  • Complied with established internal controls and policies.
  • Established and enforced operational policies and procedures to maintain efficient and effective accounting operations.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.
  • Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Supported financial director with special projects and additional job duties.
  • Developed strategic plans for day-to-day financial operations.

Education

Bachelor of Arts - Business With Psychology Minor

SUSS, Singapore
12.2022

Skills

  • Risk Management Expertise
  • Remote Video Conferencing
  • Stakeholder and Investor Relations
  • Risk Assessment and Classification
  • Team Recruitment
  • Relationship Management
  • Strategic and Financial Planning

Accomplishments

Top Recruiter in Company, 2020.

Timeline

Financial Services Manager - Income Insurance Limited
07.2017 - 04.2023
SUSS - Bachelor of Arts, Business With Psychology Minor
Edward Tan Song Kai