Summary
Overview
Work History
Education
Skills
Timeline
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Mohammad Sofiullah

Summary

Dynamic finance intern with experience at Manulife and OCBC Bank, excelling in financial planning and client credit assessments. Proven ability in automating reporting processes and fostering client relationships. Strong attention to detail and teamwork skills, complemented by advanced Excel capabilities, driving efficiency and accuracy in financial operations.

Overview

3
3
years of professional experience

Work History

Intern

Manulife
07.2025 - 08.2025

• Financial Planning - Insurance & Investment

• Cold call and generate leads

• Shadow top financial consultants

Intern

OCBC Bank
02.2022 - 08.2022

• Prepared financial and covenant reports

• Conducted client credit assessments and supported risk analysis

• Automated monthly reporting using Excel (pivot tables, formulas)

• Managed data entry using OCBC’s internal financial systems

Education

Bachelor of Science - Accounting And Finance

University of Birmingham
United Kingdom
08-2027

Diploma - Banking And Finance

Singapore Polytechnic
Singapore
05-2023

Skills

  • Business Analytics
  • Data Analytics
  • Financial Technology
  • Programming
  • Sustainable Finance
  • Customer Service

Timeline

Intern

Manulife
07.2025 - 08.2025

Intern

OCBC Bank
02.2022 - 08.2022

Bachelor of Science - Accounting And Finance

University of Birmingham

Diploma - Banking And Finance

Singapore Polytechnic
Mohammad Sofiullah