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Avatar of 林廷勳.
Avatar of 林廷勳.
財務會計 @新光三越百貨股份有限公司台南西門分公司
2015 ~ Present
會計相關職務
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務、生成出納日記報表。 【百貨相關業務】 1.退貨處理,計算廠商需退佣金額並開立折讓單 2.開立及換開發票。 證照 信託業業務信託業務專業測驗(信託法規乙科) 證券商高級業務員 丙級會計事務技術士 技能 Word Excel PowerPoint SAP ERP Outlook 文中會計系統 自
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長榮大學 Chang Jung Christian University
財務金融
Avatar of Willie Chen.
Avatar of Willie Chen.
Settlement Specialist @HSBC Securities (Taiwan)
2020 ~ Present
Within one month
Personnel (衍生性金融商品銷售) Taiwan Academy of Banking and Finance (TABF) 台灣金融研訓院 S發照日期 二月 2020 · 永久有效 Basic Proficiency Test for International Banking Personnel (初階外匯人) Taiwan Academy of Banking and Finance (TABF) 台灣金融研訓院 Y發照日期 二月 2020 · 永久有效 Senior Securities Specialist (證券商高級業務員) Securities and Futures Institute發照日期 一月 2020 · 永
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National Taipei University
企業管理學系 Department of Business Administration
Avatar of 柯亞媗.
Avatar of 柯亞媗.
Accountant @賽仕電腦軟體股份有限公司 (SAS Institute Taiwan Ltd)
2019 ~ Present
稽核相關職務
Within one month
柯亞媗 畢業於台大會計系,於2015年取得學士學位。 熟悉會計及審計相關知識,熟稔Word及Excel等文書處理。 Taipei, Taiwan [email protected] 技能 專業知識 財務會計 內部控制稽核 財務報表審計 財務數字分析 證照:證券商高級業務員 金融市場常識與職業道
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國立台灣大學
會計
Avatar of 蔡亦寧.
Avatar of 蔡亦寧.
高級 @國泰世華銀行
2022 ~ Present
承銷輔導人、金融研究、財務會計相關等
Within one month
品行銷 2. 店家粉絲專業經營 學歷國立中興大學 National Chung Hsin University • 財務金融碩士東海大學 Tung-Hai University • 財務金融學士 技能 專業證照 證券商高級業務員 投信投顧業務 金融市場常識與職業道德 理財規劃人 財產保險業務 人身保險業務 全民財經
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國立中興大學 (National Chung Hsin University, NCHU)
財務金融
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Avatar of 游振和.
Past
經管部稅務專(Tax associate) @伊雲谷數位科技股份有限公司
2019 ~ 2021
金融研究、財務分析/財務人、金融交易、專案人、分析專
More than one year
會計、管理學、統計學、行銷管理、國際金融銀行(OBU)與租稅規劃、財務管理及財務報表分析 技能與證照 證照 多益金色證書(895分) 證券商高級業務員、人身保險業務、金融市場常識與職業道德 專長 英文溝通及商用書信能力 國際租稅及移轉訂價實務
Word
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東吳大學
企業管理系
Avatar of 余曼榛.
Offline
Avatar of 余曼榛.
Offline
Relationship Manager Assistant @Citibank
2019 ~ Present
專案管理
More than one year
1.證券商高級業務員 2.投信投顧業務 3.信託商業務 4.票券商業務 5.人身保險業務 6.產險業務 7.外幣非投資型保險業務 8.投資型保險商品業務 9.衍生性商品業務 10.TOEIC 770 /GEPT中高級 Self-SWOT Analysis Self-Introduction
Excel
PowerPoint
word
Employed
Full-time
4-6 years
國立台北大學
金融與合作經營學系
Avatar of the user.
Avatar of the user.
後端工程師 @雲仲資訊
2020 ~ Present
全端/後端工程師
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Google Analytics
Google Cloud Platform
Google Ads
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4-6 years
國立中央大學
財務金融系
Avatar of the user.
Avatar of the user.
實習老師 (中文) @Taichung American School (台中, 台灣)
2017 ~ 2017
國外業務
Within one year
Microsoft Office
EViews
STATA
Full-time / Interested in working remotely
6-10 years
東海大學
國際經營與貿易
Avatar of Hsiaoting Chen, CPA.
Avatar of Hsiaoting Chen, CPA.
調查局稽核部實習生 @Department of Investigation
2005 ~ 2006
財務分析師、財務顧問、投資財務分析師
Within two months
制度導 入及公司內部控制制度評估、架置及導入等。 ✓ 擅長工具 :Microsoft Excel, Microsoft PowerPoint, Microsoft Word, ProSystem fx Engagement ✓ 證照考試:美國紐約州註冊會計師; 證券商營業; 證券商高級營業及通過 CFA level I & II 考試 ✓ 語言:中文(母語) 、英語 (Toeic 925) Emai l: [email protected] ; Phone:; Linkedin : http://www.linkedin.
word
excel
microsoft office
Full-time / Interested in working remotely
10-15 years
Pace University, Lubin School of Business
財務管理
Avatar of the user.
Avatar of the user.
資訊安全人(實習) @中華電信數據分公司
2012 ~ 2012
後端工程師
More than one year
word
excel
Node.js
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Full-time / Interested in working remotely
6-10 years
國立高雄第一科技大學
資訊管理系

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金融與合作經營學系
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Ihgbvewowiw1zjuqa1kk

余曼榛 , Vita

我有五年的金融業經驗,從前端業務到後台,本土到外商,服務了上千位客戶及企業。
但特別的是,我對電競、科技產品有濃厚的興趣,為此還去進修PMP國際專案管理課程,很希望參與這些產品從無到有的建置過程,在那裡接觸到許多資深厲害的PM,聽他們分享case study,真是精彩又讓人欽佩

Account Assistant

New Taipei City,TW
[email protected]

人格特質  :有責任感、勇於挑戰、應變速度快、抗壓性強、外向活潑、邏輯思考佳
 能  力 :AR/AP會計、Excel、報關、HR鼎新系統
 自我進修 :PMP專案管理課程、日文

Work Experiences

Relationship Manager Assistant, Citibank,花旗銀行,2019/04-2020/01

每日與國內外客戶接觸,外商平日皆以英文應對,且能迅速發掘並解決問題,讓客戶產生依賴。平時需與各部門及國外團隊溝通加速完成交易、服務企業客戶並解決問題、協助RM及主管快速完成交辦事宜。

Financial advisor, Taishin Bank,台新銀行,2017-2019

成就:開發多位淺力大戶、新人獎 對銷售模式相當了解,Cold call、Tele-Marketing皆為例行公事,須即時更新時事對標的影響、提供市場報告,並要向邀約來行客戶報告市場,臨場反應佳、處事圓融。、針對客戶之需求提供理財服務,維護300多位客戶,每月業績達標並有超達成。

Marketing assistant, IBFC,國際票券金融股份有限公司,2015-2017

參與項目:主管共識營、高爾夫球賽、電影特映會、基金會業務會報 活動企劃助理、協助團隊處理各項事務,庫存管理、表格製作美編、社群網站維護。

Education

國立臺北大學,2013/09~2017/06(畢業)

金融與合作經營學系(財稅金融相關)大學

On-The-Job Training (Self-Refresher)

  • Project Management Professional (PMP國際專案管理)

  • Carnegie(卡內基)

Paragraph image 00 00@2x



Liscences

1.證券商高級業務員 

2.投信投顧業務員 

3.信託商業務員 

4.票券商業務員 

5.人身保險業務員








6.產險業務員

7.外幣非投資型保險業務員 

8.投資型保險商品業務員 

9.衍生性商品業務員 

10.TOEIC 770 /GEPT中高級

Self-SWOT Analysis

Projects 01 00@2x


Self-Introduction

  您好,我是余曼榛,於花旗銀行擔任企金助理。 
 在花旗時每日與國內外客戶聯繫,外商平日皆以英文往來,精進了我的英文書信溝通技巧;花旗的企業客戶每天都有最urgent的財務狀況,因此奠定了我能夠迅速發現並提早解決問題的能力。過去曾在台新銀行擔任一線業務,對銷售模式相當了解,cold call 、telemarketing、warm call 、customer maintenance皆為例行公事,更 需與邀約來行客戶報告市場,因此也養成了臨場反應快、處事圓融的個性。
 在金融業近五年的過程中,最讓我有成就感的是自己能站在客戶立場思考,讓他們也感受到我的用心,很感謝他們總會大老遠地 搭車來銀行找我,喝個咖啡、聊工作聊家人聊投資。我的客群從年輕到退休族群都有,帶著客戶經過市場的洗禮,彼此更互相信 任尊重,因此我想自己是一位好的sales,也是一位好的marketing,銷售的是商品,同時也行銷了自己。
 隨著時間的歷練,及工作上接觸到的產業,總讓我對科技產品相當好奇。從 各種藍芽音響、藍芽耳機、智慧手錶、智能音箱、智能居家、遠端控制產品、寵物互動機、到電競滑鼠、電競鍵盤等,平時都在涉獵這些產品,後來也學著自己研究筆電規格、拆裝舊的筆電、遊戲機、手機,非常享受這個過程,因此也 才在後來接觸到專案管理。
 從專案管理中了解如何將產品從無到有的建置出來,並打入全球市場;後來因為濃厚的興趣,還報名了PMP的課程,認識了很多資深的PM,聽他們的分享跟講師的解說,更清楚專案經理產出產品的流程細節,input /output、範疇、工作分解結構、時程活動、成本、資源等的定義、執行和管理,不僅有學術的研討,還可以從其他幾十個人的分享中汲取經驗,也知道專案經理最重要的工作在於整合,對於內部跨部門協調及OEM/ODM等廠商之溝通更需有相當的耐心及動機,且需經手kick-off meeting、詢價議價RFI、RFP、RFQ的制定、工作分解結構、甘特圖、BOM表等的表格產出以及市場的分析,相當有挑戰性,也相當吸引我。
 在因緣際會下,更有實務上經辦會計工作,AR/AP等報表製作及進出口報關,了解權利金拆分及Net Revenue、Gross Revenue及通路成本,並善於使用Excel樞紐分析、Vlookup、Index、Match等函數,並作為人資使用鼎新HR系統,對新系統容易上手,並會製作SOP,平時積極且準確提問並善於紀錄問題,相信定能在短時間內上手繁雜項目。
 感謝您撥冗閱讀,歡迎貴主管與我聯繫。


Link to Vita's Resume


Hello Sir, I'm Vita, a person with highly respect and good attitude toward jobs, and also kind and considerate to people.As I'd been serving clients for almost 4 years in Finance territory, knowing what customers think and what they actually want.

 The most encourage thing during this period is that I win the trust of my clients and my coworkers, their responses and happy when being with me can always push me to reach further way with thankful.

 The reason why I 'd like to bump into a different territory is because I had managing so many clients in Technology when I served in the bank. After so much talk and assist for so many corporations and people, I had to know what they are producing and what they have, to ensure whether their company is well operating or not. In this way , I had to review one  company's products, competitors, possibilities, stability and so forth. And these helps me know more about electronic and technology industry.

 Hence , after knowing the position of PM, I'm highly interested in this field. Push me to engage in the class of PMP, and after studying and meet lots of senior PM from the other companies ,drives me the feeling that this is my dream job ,and I HAVE TO BE A PM.

 Will there be a chance talking face to face, you will discover how WOW I am.

 Thanks for taking time reading! 


Resume
Profile
Ihgbvewowiw1zjuqa1kk

余曼榛 , Vita

我有五年的金融業經驗,從前端業務到後台,本土到外商,服務了上千位客戶及企業。
但特別的是,我對電競、科技產品有濃厚的興趣,為此還去進修PMP國際專案管理課程,很希望參與這些產品從無到有的建置過程,在那裡接觸到許多資深厲害的PM,聽他們分享case study,真是精彩又讓人欽佩

Account Assistant

New Taipei City,TW
[email protected]

人格特質  :有責任感、勇於挑戰、應變速度快、抗壓性強、外向活潑、邏輯思考佳
 能  力 :AR/AP會計、Excel、報關、HR鼎新系統
 自我進修 :PMP專案管理課程、日文

Work Experiences

Relationship Manager Assistant, Citibank,花旗銀行,2019/04-2020/01

每日與國內外客戶接觸,外商平日皆以英文應對,且能迅速發掘並解決問題,讓客戶產生依賴。平時需與各部門及國外團隊溝通加速完成交易、服務企業客戶並解決問題、協助RM及主管快速完成交辦事宜。

Financial advisor, Taishin Bank,台新銀行,2017-2019

成就:開發多位淺力大戶、新人獎 對銷售模式相當了解,Cold call、Tele-Marketing皆為例行公事,須即時更新時事對標的影響、提供市場報告,並要向邀約來行客戶報告市場,臨場反應佳、處事圓融。、針對客戶之需求提供理財服務,維護300多位客戶,每月業績達標並有超達成。

Marketing assistant, IBFC,國際票券金融股份有限公司,2015-2017

參與項目:主管共識營、高爾夫球賽、電影特映會、基金會業務會報 活動企劃助理、協助團隊處理各項事務,庫存管理、表格製作美編、社群網站維護。

Education

國立臺北大學,2013/09~2017/06(畢業)

金融與合作經營學系(財稅金融相關)大學

On-The-Job Training (Self-Refresher)

  • Project Management Professional (PMP國際專案管理)

  • Carnegie(卡內基)

Paragraph image 00 00@2x



Liscences

1.證券商高級業務員 

2.投信投顧業務員 

3.信託商業務員 

4.票券商業務員 

5.人身保險業務員








6.產險業務員

7.外幣非投資型保險業務員 

8.投資型保險商品業務員 

9.衍生性商品業務員 

10.TOEIC 770 /GEPT中高級

Self-SWOT Analysis

Projects 01 00@2x


Self-Introduction

  您好,我是余曼榛,於花旗銀行擔任企金助理。 
 在花旗時每日與國內外客戶聯繫,外商平日皆以英文往來,精進了我的英文書信溝通技巧;花旗的企業客戶每天都有最urgent的財務狀況,因此奠定了我能夠迅速發現並提早解決問題的能力。過去曾在台新銀行擔任一線業務,對銷售模式相當了解,cold call 、telemarketing、warm call 、customer maintenance皆為例行公事,更 需與邀約來行客戶報告市場,因此也養成了臨場反應快、處事圓融的個性。
 在金融業近五年的過程中,最讓我有成就感的是自己能站在客戶立場思考,讓他們也感受到我的用心,很感謝他們總會大老遠地 搭車來銀行找我,喝個咖啡、聊工作聊家人聊投資。我的客群從年輕到退休族群都有,帶著客戶經過市場的洗禮,彼此更互相信 任尊重,因此我想自己是一位好的sales,也是一位好的marketing,銷售的是商品,同時也行銷了自己。
 隨著時間的歷練,及工作上接觸到的產業,總讓我對科技產品相當好奇。從 各種藍芽音響、藍芽耳機、智慧手錶、智能音箱、智能居家、遠端控制產品、寵物互動機、到電競滑鼠、電競鍵盤等,平時都在涉獵這些產品,後來也學著自己研究筆電規格、拆裝舊的筆電、遊戲機、手機,非常享受這個過程,因此也 才在後來接觸到專案管理。
 從專案管理中了解如何將產品從無到有的建置出來,並打入全球市場;後來因為濃厚的興趣,還報名了PMP的課程,認識了很多資深的PM,聽他們的分享跟講師的解說,更清楚專案經理產出產品的流程細節,input /output、範疇、工作分解結構、時程活動、成本、資源等的定義、執行和管理,不僅有學術的研討,還可以從其他幾十個人的分享中汲取經驗,也知道專案經理最重要的工作在於整合,對於內部跨部門協調及OEM/ODM等廠商之溝通更需有相當的耐心及動機,且需經手kick-off meeting、詢價議價RFI、RFP、RFQ的制定、工作分解結構、甘特圖、BOM表等的表格產出以及市場的分析,相當有挑戰性,也相當吸引我。
 在因緣際會下,更有實務上經辦會計工作,AR/AP等報表製作及進出口報關,了解權利金拆分及Net Revenue、Gross Revenue及通路成本,並善於使用Excel樞紐分析、Vlookup、Index、Match等函數,並作為人資使用鼎新HR系統,對新系統容易上手,並會製作SOP,平時積極且準確提問並善於紀錄問題,相信定能在短時間內上手繁雜項目。
 感謝您撥冗閱讀,歡迎貴主管與我聯繫。


Link to Vita's Resume


Hello Sir, I'm Vita, a person with highly respect and good attitude toward jobs, and also kind and considerate to people.As I'd been serving clients for almost 4 years in Finance territory, knowing what customers think and what they actually want.

 The most encourage thing during this period is that I win the trust of my clients and my coworkers, their responses and happy when being with me can always push me to reach further way with thankful.

 The reason why I 'd like to bump into a different territory is because I had managing so many clients in Technology when I served in the bank. After so much talk and assist for so many corporations and people, I had to know what they are producing and what they have, to ensure whether their company is well operating or not. In this way , I had to review one  company's products, competitors, possibilities, stability and so forth. And these helps me know more about electronic and technology industry.

 Hence , after knowing the position of PM, I'm highly interested in this field. Push me to engage in the class of PMP, and after studying and meet lots of senior PM from the other companies ,drives me the feeling that this is my dream job ,and I HAVE TO BE A PM.

 Will there be a chance talking face to face, you will discover how WOW I am.

 Thanks for taking time reading!