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Bio

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Lan Nguyen is a seasoned finance professional with experience in payment management, finance operations, and customer service. She holds a Bachelor's Degree in International Business from Kingston University and a Certificate in Business Accounting from The Chartered Institute of Management Accountants.

Experience

  • Trade Nation
    • London, England, United Kingdom
    • Payment Manager
      • Sep 2022 - Present
      • London, England, United Kingdom

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Finance Operations Supervisor
      • Jan 2019 - Sep 2022

    • Finance assistant
      • Sep 2017 - Dec 2018

  • PipIndex Capital Markets
    • London, United Kingdom
    • Accounting Assistant
      • Aug 2015 - Dec 2016
      • London, United Kingdom

      Updating daily transaction reports into excel spreadsheets, including new deposits and withdrawals of clients from the previous day• Reconciliation of daily, weekly and monthly company sales figures and sending to the stakeholders, as well as helping the manager to generate monthly incentive schemes for each individual• Ensuring data are updated daily on CRM program (Salesforce) in terms of new live accounts status, new deposits, withdrawals.• Assisting Sales team of 10-15 members on KYC documents and payment methods whenever they need assistance.• Client liaison for live accounts verification or requesting bank account information to return funds via bank transfer• Sending documents received from clients to On-boarding and Finance Team to complete KYC process, payments• Ad hoc tasks to support Sales and Management, such as meeting arrangements and catering

  • Fingertips Beauty Spa
    • London, United Kingdom
    • Customer Service Assistant
      • Jan 2014 - Jul 2015
      • London, United Kingdom

      Management of busy telephone and in-person booking service; responding to client queries and sensitive handling of any complaints; handling cash and card transactions; keeping premises clean, tidy and secure• Advice and provision of the most suitable service for client requirements• Worked overtime during peak periods such as summer, Christmas and Easter holidays, whilecontinuing with full-time academic education

Education

  • 2012 - 2015
    Kingston University
    Bachelor’s Degree, International Business
  • 2017 - 2018
    The Chartered Institute of Management Accountants
    CERTIFICATE IN BUSINESS ACCOUNTING

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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