Jia Wen Teh
Treasurer
Singapore
Summary
Finance professional with strong foundation in managing financial operations and ensuring compliance. Adapt at fostering team collaboration and driving results through effective communication and flexibility. Renowned for reliability and adaptability in dynamic environments.
Overview
6
6
years of professional experience
2
2
Certifications
2
2
Language
Work History
Treasurer
Alter Domus
04.2024 - Current
- Collaborated closely with various teams across the company, notably in CDD/KYC, to streamline the account opening processes and significantly reducing delays. This not only mitigated potential audit concerns but also aligned with industry standards.
- Receive, calculate the allocations and process capital calls and distributions for the fund, including facilitation of investor money movements and capital call and distribution notices.
- Receive, reconcile and process subscriptions, redemptions and transfers.
- Capturing and tracking investor capital activity and maintaining partners' capital accounts.
- Maintenance of shareholder registers and processing of investor transfers.
Finance cum HR Manager
Lian Huat Market Pte Ltd
11.2020 - 03.2024
- Acted as Corporate Secretary for the company, responsible for maintaining statutory registers, preparing board resolutions and AGM documents, and ensuring compliance with ACRA filing and corporate governance requirements.
- Handled company's accounts, include managing and coordinating for tax return filings (year end and GST).
- Performed the day-to-day financial activities for the company including Accounts Payable and Receivable.
- Coordinated recruitment and selection processes, job offer, internal salary benchmarking and on-boarding, advised on necessary HR procedures and policies, performed monthly payroll, submission of CPF contribution and annual income tax for all staff.
- Supervised as an Administration/Office Manager for related company's day-to day operations by maintaining office systems and training staff, corrective action would be taken when necessary.
- Led my teammates on liaising with various stakeholders to complete all requests within the agreed Service Level Agreement and improved organisational overall efficiency.
Executive
RHB Securities Singapore Pte Ltd
03.2019 - 11.2020
- Ensured compliance with relevant Acts, Laws, Rules of the Exchange(s) and Depository, and the Company's internal policies and procedures such as working closely with Compliance Team while performing Enhanced Customer Due Diligence (CDD) evaluations to ascertain high risk customers and conducting yearly periodic reviews to ensure conformity to company's policies.
- Collaborated closely with various teams across the company, notably in Compliance, to streamline the account opening processes and significantly reducing delays. This not only mitigated potential audit concerns but also aligned with industry standards.
- Conducted CDD and Know Your Client (KYC) checks on new and existing clients, and monitored ongoing screenings of Anti Money Laundering (AML) alerts through World Check software.
- Executed sound Client Services procedures, policies and guidelines such as attending to various stakeholders in a timely manner and continuously improving on these procedures where applicable.
Admin (Contract)
United Overseas Bank Limited
03.2017 - 06.2017
- Processed account opening and signature maintenance for individual customers.
- Assisted in handling enquiries or escalation from respective Business Units.
Intern
Singapore Airlines Limited
10.2016 - 02.2017
- Led a committee of 4 members and coordinated on an automated program using VBA to improve their efficiency for tax filings and expedite their weekly operations and month end procedures.
- Verified the authenticity and accuracy in the recordings for tax filings.
Education
Master of Science - Financial Engineering
Worldquant University
04.2001 -
Chartered Governance Qualifying Programme (CGQP) - Risk Management
Chartered Governance Institute (CGI)
01.2022 - 10.2023
Graduate Diploma - Business Analytics
SIM
05.2020 - 04.2021
Bachelor of Business - Economics and Finance
RMIT University
07.2017 - 08.2019
Diploma - Financial Informatics
Singapore Polytechnic
04.2014 - 05.2017
Skills
Microsoft Office Proficiency (Excel, PowerPoint)
Certification
Bloomberg Market Concept
Timeline
Treasurer
Alter Domus
04.2024 - Current
Chartered Governance Qualifying Programme (CGQP) - Risk Management
Chartered Governance Institute (CGI)
01.2022 - 10.2023
Finance cum HR Manager
Lian Huat Market Pte Ltd
11.2020 - 03.2024
Graduate Diploma - Business Analytics
SIM
05.2020 - 04.2021
Executive
RHB Securities Singapore Pte Ltd
03.2019 - 11.2020
Bachelor of Business - Economics and Finance
RMIT University
07.2017 - 08.2019
Admin (Contract)
United Overseas Bank Limited
03.2017 - 06.2017
Intern
Singapore Airlines Limited
10.2016 - 02.2017
Diploma - Financial Informatics
Singapore Polytechnic
04.2014 - 05.2017
Master of Science - Financial Engineering
Worldquant University
04.2001 -
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