Tony Zhang

Finance Business Partner at MLC Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU

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Credentials

  • CPA
    CPA Australia
    Dec, 2012
    - Nov, 2024

Experience

  • MLC Asset Management
    • Australia
    • Investment Management
    • 100 - 200 Employee
    • Finance Business Partner
      • Oct 2018 - Present

      • Support the Business and Finance leaders - Enablement in managing financial performance in line with targets, including ongoing management of financial risks and opportunities • Design and produce key financial performance reporting for Asset Management, with key insights, variance analysis and underlying drivers of performance • Provide financial support and analysis in relation to ad hoc activities undertaken including investigations and deep dives into Asset Management and Group initiatives • Produce the annual finance plan and quarterly forecast for Asset Management business unit and products Show less

  • NAB
    • Australia
    • Banking
    • 700 & Above Employee
    • Senior Analyst
      • Nov 2015 - Oct 2018

      • Regular management reports, including weekly/monthly performance pack • Revenue forecast & analysis, including insight into variances to plan and forecast • Building/improving reporting template & query • Performing ad-hoc analysis and providing financial insight on business performance • Developed new revenue forecast model for CSB, which been used as a key model to forecast full year revenue landing for CSB • Regular management reports, including weekly/monthly performance pack • Revenue forecast & analysis, including insight into variances to plan and forecast • Building/improving reporting template & query • Performing ad-hoc analysis and providing financial insight on business performance • Developed new revenue forecast model for CSB, which been used as a key model to forecast full year revenue landing for CSB

  • Medfin
    • Australia
    • Financial Services
    • 100 - 200 Employee
    • Analyst
      • Sep 2012 - Nov 2015

      • Management forecasting & reporting • Ad-hoc business analysis to Senior Management Team • Monthly Sales Commission calculation • Management forecasting & reporting • Ad-hoc business analysis to Senior Management Team • Monthly Sales Commission calculation

  • NAB
    • Australia
    • Banking
    • 700 & Above Employee
    • Customer Adviser
      • May 2011 - Sep 2012

      • Promote and sale Nab products • Assist home loan applications • Build and maintain introducer channel • Promote and sale Nab products • Assist home loan applications • Build and maintain introducer channel

  • Fast Mortgage Solutions - Powered by Mortgage Intelligence
    • Sydney, Australia
    • Associate
      • Jun 2009 - May 2011

      • Sale & Cross Sale • Network with introducers, lenders and solicitors • Process home loan applications • Sale & Cross Sale • Network with introducers, lenders and solicitors • Process home loan applications

Education

  • University of Sydney
    Master of Professional Accounting
    2007 - 2009

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