Oscar Zhuo

Marketing Director at Uptick Marketing
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Contact Information
Location
Sydney, New South Wales, Australia, AU
Languages
  • Chinese Native or bilingual proficiency
  • English Professional working proficiency

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Mario V.

Oscar is very positive customer focus oriented consultant, his patience and attention to detail plays an important role meeting KPIs. Oscar works well under pressure and is oriented to objectives participating and sharing experience in the team. I recommend Oscar as an ethical worker who demonstrates a good understanding of business and meet customer expectations.

Jeffrey Patch

Oscar is a very bright, eager to learn, and motivated consultant. He came on as new to SAP Business One, and got to a position where clients would always go directly to Oscar.

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Credentials

  • Accredited Mentor
    Mortgage and Finance Association of Australia (MFAA)
    May, 2018
    - Sep, 2024
  • Accredited Finance Broker
    Mortgage and Finance Association of Australia (MFAA)
    May, 2014
    - Sep, 2024
  • SAP Certified Application Associate –SAP Business One 9.0
    SAP
    Nov, 2013
    - Sep, 2024
  • SAP Certified Application Associate –SAP Business One 8.8
    SAP
  • SAP Certified Solution Consultant Financials - Financial Accounting with SAP ERP 2005
    SAP

Experience

    • Australia
    • Marketing Services
    • 1 - 100 Employee
    • Marketing Director
      • Jan 2022 - Present

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Fund Manager
      • Dec 2018 - Feb 2022

      • Provide financial product advice to Wholesale Investors • Dealing in a financial product to Wholesale Investors • Working with Fund Administrator and Custodian to facilitate the deal • Working with Responsible managers to comply with regulatory compliance requirement • Provide financial product advice to Wholesale Investors • Dealing in a financial product to Wholesale Investors • Working with Fund Administrator and Custodian to facilitate the deal • Working with Responsible managers to comply with regulatory compliance requirement

    • Sales Director
      • Jun 2018 - Dec 2021

      • Leading sales team • Building relationship with referral partners • Training on lender's policies and procedures • Create sales reports that take a look at the company's sales • Working with Marketing team on brochure and flyer design • Leading sales team • Building relationship with referral partners • Training on lender's policies and procedures • Create sales reports that take a look at the company's sales • Working with Marketing team on brochure and flyer design

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • National Operations Manager
      • Feb 2017 - Jun 2018

      • Responsible Manager for the ACL of the company. • Standardization of training for all brokers, ensuring that all are aware of their responsibilities and the standards to which they must comply to. • Acquisition of a CRM software to aggregate all information and provide a manageable workflow for all departments. • Introduction of specialized products in collaboration with funders to diversify product choices and provide avenues for additional revenue. • Grow the sales team from 50 to about 150. • Manage 2 oversea back offices and streamline the remuneration package, review process and reporting structure.

    • Branch Manager
      • Nov 2015 - Jan 2017

      • Responsible for a new branch in Rhodes • Establish a sales team from scratch • Involved in daily team training and coaching • Building relationship with Lenders BDM • Comply with Responsible Lending Guidelines • Responsible for a new branch in Rhodes • Establish a sales team from scratch • Involved in daily team training and coaching • Building relationship with Lenders BDM • Comply with Responsible Lending Guidelines

    • Lending Consultant
      • Jun 2014 - Oct 2015

      • Assessing clients' financial situations and personal needs in order to determine their borrowing capacity and find a suitable home loan. • Researching home loan packages and providing impartial advice to clients about the best available options. • Facilitating and managing the loan application and settlement process. • Assessing clients' financial situations and personal needs in order to determine their borrowing capacity and find a suitable home loan. • Researching home loan packages and providing impartial advice to clients about the best available options. • Facilitating and managing the loan application and settlement process.

    • Australia
    • IT Services and IT Consulting
    • 700 & Above Employee
    • SAP Business One Senior Consultant /Team Leader
      • Mar 2013 - Oct 2015

      Senior SAP B1 Consultant Certified SAP B1 9.0 Consultant Certified Coresuite Cloud Consultant Mobile Warehouse Solution Expert iVend POS Consultant BI Reporting - Cube Expert Sales/Pre Sales/Account Management Senior SAP B1 Consultant Certified SAP B1 9.0 Consultant Certified Coresuite Cloud Consultant Mobile Warehouse Solution Expert iVend POS Consultant BI Reporting - Cube Expert Sales/Pre Sales/Account Management

    • Australia
    • Software Development
    • SAP Business One Consultant
      • Oct 2011 - Jan 2013

      • Certified SAP Business One 8.8 Solution Consultant. • Participated in pre sales, implementation projects and system upgrade. • Strong experience in MS SQL server installation and SQL skills for writing reports. • Specialist in implementing Financial accounting, Manufacturing, production and MRP • Familiar with Data Transfer Workbench, User Defined Field/Table, third party add-ons like Coresuite Mobile App, Be.as, Boyum, Navigator, AutoDocs etc. • Dozens of SAP installation and upgrade experience. B1 and MS SQL Server installation, configuration and programming.

    • SAP Business One Consultant
      • Mar 2010 - Sep 2011

      • Join leading SAP B1 partner in Asia Pacific and work as SAP Business One implementation consultant, duty including user training, blueprint, configuration, data migration, testing, cut over and go live support • Strong SQL skills. I can make comprehensive financial reports and queries according to customers’ requirement. • Specialist in implementing Financial accounting, Manufacturing, production and MRP • Familiar with Data Transfer Workbench, User Defined Field/Table, third party add-ons like Be.as, Boyum, Navigator, AutoDocs etc. • Provide consulting advice for all customers of Evolution Future Solution. Worked with the customer to identify the issue and provide solution. • B1 and MS SQL Server installation, configuration and programming.

    • Analyst Programmer
      • Sep 2009 - Mar 2010

      Provide Level 2 support for all Filemaker databases in University of Sydney Worked with the customer to identify the issue and provide solution. Filemaker Pro Script development, implementation and testing. Report direct to Senior Solution Owner of ICT department. Develop weekly and monthly report. Provide Level 2 support for all Filemaker databases in University of Sydney Worked with the customer to identify the issue and provide solution. Filemaker Pro Script development, implementation and testing. Report direct to Senior Solution Owner of ICT department. Develop weekly and monthly report.

    • United Kingdom
    • Business Analyst
      • Dec 2007 - Sep 2009

      • Worked with the Managing Director to identify gap between business and system • Create table and layout according to the requirement • Filemaker Pro Script development, implementation and testing. • Customization on SO,SI,PO and Dispatch modules • Develop financial report within FileMaker Pro. • Worked with the Managing Director to identify gap between business and system • Create table and layout according to the requirement • Filemaker Pro Script development, implementation and testing. • Customization on SO,SI,PO and Dispatch modules • Develop financial report within FileMaker Pro.

    • India
    • IT System Custom Software Development
    • 1 - 100 Employee
    • Oracle E-business Suite developer
      • Sep 2005 - Jul 2007

      • Work with the onsite consultants to do the fit gap analysis and identify and specify the system requirements to improve the business process efficiency • Conduct technical analysis by translating the business requirements to technical requirements in an optimal way to maximizing the business benefits and minimizing usage of system resources • Deliver the customized package (PL/SQL Package, form, report or workflow) based on the technical design document to the client • Develop test cases to cover wide range of situations and conduct t unit and system tests to ensure the customization performs well within expected time frame and implement the customization in production environments • Conduct functional, technical and fit gap analysis on customers’ processes based on thorough understanding of Oracle EBS Financial Module (GL, AP, and AR) and Distribution module (PO, OM, and INV) • Deliver high quality customized solutions using the solid technical knowledge of Oracle tools and Oracle EBS back-end data structure

Education

  • UNSW
    Executive MBA
    2018 - 2021
  • Australian College of Professionals
    Diploma, Finance & Mortgage Broking Management
    2015 - 2015
  • University of Technology, Sydney
    Master, IT Management
    2007 - 2009
  • East China Normal University
    Bachelor, Software Engineering
    2002 - 2006

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