Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Timeline
Work Availability
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Lance Tan Jia Le

Lance Tan Jia Le

Summary

Finance professional prepared to drive results through analytical expertise and strategic planning. Proven track record in financial analysis, budgeting, and reporting, ensuring accuracy and compliance. Strong collaborator known for adaptability and reliability, with focus on achieving team goals. Skilled in financial modeling, risk management, and data interpretation, bringing valuable insights to optimize financial performance.

Overview

5
5
years of professional experience

Work History

Finance Associate

NJ Works Pte Ltd
01.2024 - Current
  • Managed day-to-day accounts receivable (AR) and accounts payable (AP) functions, ensuring accuracy and timely collection and payment of funds.
  • Utilized Xero and SAP ERP systems to handle financial transactions, track expenses, manage budgets, and maintain accurate financial records.
  • Prepared monthly and quarterly financial reports by reconciling accounts, ensuring accurate reporting of revenue, expenses, and cash flow.
  • Assisted in the budgeting and forecasting process by consolidating data and providing variance analysis, and identifying deviations from budgeted figures
  • Played a key role in managing financial compliance, ensuring all transactions were processed according to internal control policies and regulatory standards. Supported audits by gathering necessary documentation and assisting with financial audits during year-end.
  • Capable of conducting market research, informing strategic financial planning and investment decisions.

Investment Analyst (Venture Build)

Curine Ventures
01.2022 - 12.2023
  • Developed and maintained financial models (including DCF, LBO, M&A) for 8+ high-value companies, resulting in the successful identification of 2 profitable investment opportunities, with an average return of 8% above market average.
  • Managed portfolio performance, analysing risk and return profiles using portfolio management strategies and market data from Bloomberg Terminal and Morningstar.
  • Applied private equity valuation techniques, utilizing precedent transactions and market comps to assess the potential of private investments.
  • Performed comprehensive ratio analysis and EBITDA assessments to determine company profitability and operational efficiency.
  • Conducted ratio analysis on over 50 companies, recommending investment shifts that improved portfolio efficiency by 12% in just one fiscal year.

General Manager

CSC Building Work Sdn. Bhd.
05.2020 - 12.2021
  • Lead team of executives, project managers, surveyors, consultants, and QA/QC specialists overseeing up to 7 development and public work projects concurrently worth >MYR50M
  • Tendered, negotiated and project managed multimillion-dollar subcontracts from Main Contractors for various high-profile development projects across Kuala Lumpur
  • Introduced and managed the integration of automation to production facilities, optimizing production processes to ensure the lowest cost of production while maintaining high productivity in the factory
  • Coordinated the in-house R & D team to produce compliant fire-rated doors meeting BOMBA and SIRIM standards, transitioning from sublicensing to manufacturing our own range of products
  • Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.

Education

Bachelor of Science (Hons) - Management (Finance)

Swansea University
United Kingdom
05-2021

GCE A-Levels & IGCSE O-Levels -

KTJ Primary Secondary Academia Kolej Tuanku Ja'afar
Malaysia
05-2018

Skills

  • Risk Management
  • Portfolio Management
  • Financial Modeling (DCF, LBO, M&A)
  • Equity Research & Valuation
  • Private Equity Valuation
  • Ratio Analysis & Financial Metrics
  • EBITDA & Profitability Analysis
  • FP&A (Financial Planning & Analysis)
  • Accounts Receivable/Payable (AR/AP)
  • ERP Systems (Xero, SAP)
  • Bloomberg Terminal Capital IQ

Languages

English
Bilingual or Proficient (C2)
Cantonese
Advanced (C1)
Mandarin
Advanced (C1)
Malay
Advanced (C1)

Affiliations

  • CFA Society Malaysia - Affiliate Member (2023)
  • Bursa Malaysia Investors' Network - Member

Timeline

Finance Associate

NJ Works Pte Ltd
01.2024 - Current

Investment Analyst (Venture Build)

Curine Ventures
01.2022 - 12.2023

General Manager

CSC Building Work Sdn. Bhd.
05.2020 - 12.2021

Bachelor of Science (Hons) - Management (Finance)

Swansea University

GCE A-Levels & IGCSE O-Levels -

KTJ Primary Secondary Academia Kolej Tuanku Ja'afar

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Lance Tan Jia Le