Kelvin Neo
Accountancy
Nanyang Business School
Summary
Kelvin has been in the financial services industry for over 7 years. He started his career in Big 4 (KPMG and PwC) Assurance, specializing in the banking and asset management sectors. For 5 years, he has reviewed and raised improvement points related to multiple banking processes, ranging from compliance, credit, investment, and accounting operation. Aside from assurance work, he is also passionate about analytics and programming. He has conceptualized and developed a compliance web-based solution for PwC, with the help of an outsourced vendor. Currently, he is the head of finance at a leading financial advisory firm in Singapore. He is leading a team of 8 to drive digital transformation across accounting, analytics, and compensation processes.
He holds a Bachelor of Accountancy from NBS and a Master of IT in Business at SMU.
Featured Skills
Work Experience
Head of Finance Feb 2021 - Present
Finexis Advisory Singapore• Leading 4 functions handling the company finance and compensation with a focus on customer excellence and stakeholder management.
• Managing finance closing, regulatory (MAS) statutory (IRAS ACRA) reporting, budgeting, and operational activities.
• Conducting competitor analysis, industry analysis, performance review, and product analytics to pivot corporate positioning with actions taken to drive production.
• Designed and maintained data pipeline, Tableau dashboards, and servers with SQL scripting. Developed daily dashboards for several business units to track the BU’s daily sales performance and drive decisions in real time.
• Developed 5 VB programs (with Selenium) that automated operation activities and saved 500+ man-hours per year.
• Handling ongoing data requests from the various teams
Manager Jan 2019 - Feb 2021
PwC Singapore• Co-led in conceptualizing, prototyping, UI designing, application development, UAT, and project management of a PwC digital product.
• Developed wireframes, prototypes, and models for business development.
• Participated in the RFP process by drafting BRD, interviewing vendors, and designing database schema.
• Performed company, consolidation, and compliance audit for fund management companies and private equity funds.
• Assessed investment valuations.
• Automated regulatory forms for clients and various audit processes.
• Led senior and junior associates for several audit engagements.
• Selected as one of the digital accelerators (pioneer batch).
Education
Masters of IT in Business (Information Technology) Aug 2020 - Jun 2023
Singapore Management University SingaporeBachelor of Accountancy (Accounting) Aug 2012 - May 2015
Nanyang Technological University SingaporeOther Skills
Q&A with Kelvin Neo
What do you do to keep your skills fresh or keep yourself updated in your field?
Keep doing new things or use a different approach to tackle the same problem.
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- Posted 1 year ago
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How do you attempt to overcome your lack of knowledge in particular areas?
I spent time talking to people in the industry and reading a lot to gain more knowledge. There is no shortcut for it.
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- Posted 1 year ago
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What was the most significant event that made you the way you are now?
Working in Big4 for 5 years has made me who I am today. I am more resilience now.
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- Posted 1 year ago
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How would you describe your career in one sentence?
What sacrifices have you had to make to succeed in this field, and do you feel the sacrifices were worth it?
Accounting and assurance require long hours to complete the tasks. However, I get to learn more when clocking in long hours. Thus, it is worth it.
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- Posted 1 year ago
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What achievements in your career are you most proud of?
Automated multiple tedious processes that saved hundreds of hours.
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- Posted 1 year ago
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What is your personal goal in your profession?
To lead the company to achieve higher profitability and get more jobs that contribute to the economy.
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- Posted 1 year ago
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What do you like least about your work?
The working hours can be better but it is still a fulfilling career and profession.
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- Posted 1 year ago
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What excites you about the industry you are in?
I am working in a dynamic and entrepreneurial industry which is filled with self-starter and motivated individuals. This has shaped me to who I am.
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- Posted 1 year ago
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What excites you about the field that you are in?
My profession allows me to understand and shape the company revenue generation models and corporate strategy. This has far reaching impact that I ever imagine.
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- Posted 1 year ago
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