With Marketing, Client Consultant & Advisor, Financial Management, and Financial Modelling Experience
A highly ambitious and results-driven Finance Management graduate (GPA 3.98/4.00, Full Scholarship Awardee) with a strong foundation in financial modeling, valuation, and investment research.
I am actively pursuing advanced credentials, currently a CFA Level I 2026 Exam Candidate (Scholarship Awardee), and hold multiple certifications including RSA®, CRA®, WMI, and WPPE-P.
My professional experience spans:
1. Client Relationship Management: Gained through my internship as a Business and Personal Relationship Officer at Bank Central Asia, including client profiling and providing financial updates to customers.
2. Financial Administration: Expertise in cashflow management, inventory control for high-value assets (gold and diamond merchandise), and meticulous reporting, honed through freelance finance work.
3. Financial Education: Experience as a Financial Investment Educator, leading programs on equity, bonds, and mutual funds for internal and external participants.
I am eager to leverage my advanced skills in Microsoft Excel and Power BI to overcome challenges and drive growth in dynamic investment and finance management roles.
• Controlled and audited inventory records for gold and diamond merchandise through Excel.
• Executed administrative task such invoice, managing vendor billing, and handling petty cash (remote).
• Managed cashflow disbursement and income recapitulation.
• Report the total sales and income to the head branch every months.
Kota Administrasi Jakarta Barat, Jakarta, Indonesia
• Managed and maintain long-term relationships with companies, partners, and alumni.
• Providing and managing job vacancy from companies to TSM students.
• Arranged and organize campus recruitments and seminars with 100+ participants.
• Managed and prepared students in the Kampus Merdeka Internship Program Batch 5, 6, & 7 and Magang Mandiri
Program Batch 2,3, 4, & 5.
• Coordinated and collaborated with colleagues in the division and accross division regarding routine task and team
project.
Kota Administrasi Jakarta Barat, Jakarta, Indonesia
• Teaching equity, bonds, mutual fund market for internal and external participants.
• Lead investment literacy programs and courses.
• Mentor participants in basic investment decision-making.
• Conduct community outreach education programs.
Kota Administrasi Jakarta Barat, Jakarta, Indonesia
• Teach and give some materials about Advanced Financial Management lessons for college students.
• Help students understand the materials given and provide explanation regarding the study materials.
• Evaluated 200+ students’ progress and help students achieve study objectives.
• Prepared appropriate documentation and report the results by SIMATRIS (University’s Integrated Website).
• Assisting in teaching materials on statistical software (Eviews, SPSS, and Warp-PLS) and Microsoft Offices (Excel,
Word, and Power BI).
• Creating educational statistics and information systems videos for students.
• Evaluating and creating exam questions to assess students' abilities.
Internship - Business and Personal Relationship Officer
Kota Administrasi Jakarta Barat, Jakarta, Indonesia
• Managed customer and provide them some service or product from database BCA.
• Assisted colleagues in closing products according to client needs such mutual fund and bonds.
• Customizing banking and investment products (Mutual Fund, Bonds, and Stock) according to client needs from
database BCA.
• Conducting client profiling, maintaining financial portfolios, and providing financial updates that reflect current
market conditions. (20+ client visit)
Penerima beasiswa full hingga lulus dengan IPK kelulusan berhasil mencapai 3.98/4.00. Aktif di organisasi UKM di lingkup pengembangan bahasa inggris, kerohanian, dan olahraga.
Menjadi bagian dari tim lomba pasar modal dengan mengikuti dan memenangkan perlombaan investasi di pasar modal seperti Equity Research dan Olimpiade Pasar Modal.
Description
Saya adalah seorang yang ambisisus dalam akademik dibuktikan dengan pencapaian IPK yang bagus. Tidak hanya berfokus pada akademik, saya turut mengembangkan soft skill dan hard skill saya melalui organisasi dan bekerja sebagai asisten dosen, asisten staff di divisi pengembangan karir kampus dan menjadi pengajar di komunitas investasi pasar modal. Untuk mencapai relasi eksternal dan pengalaman yang luar biasa, saya juga aktif mengikuti lomba di pasar modal