Anna HsinYun Portales
Summary
Highly skilled professional with expertise in SAP, Business Central, Power BI, CRM, Salesforce, and Microsoft Office Suite including Excel, Word, and PowerPoint. Demonstrates a strong ability to leverage these tools to drive business efficiency and data-driven decision-making. Committed to continuous improvement and adept at managing complex projects within dynamic environments. Career goals include advancing into leadership roles where strategic use of technology can further organisational success.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
Work history
Financial Account Manager
EQS Group
London
01.2022 - 03.2025
- Collaborated with international teams (Denmark and France) to ensure accurate and timely allocation of payments, reducing bad debt by 50% within 3 months
- Prepared and analyzed monthly financial reports (P&L) to review business performance and identify key cost drivers
- Worked closely with the sales team to define pricing strategies, contributing to sales targets and overall business growth
- Led M&A projects focused on improving and streamlining financial processes and systems across different departments
- Participated in the documentation of 'as is' processes, identifying gaps, and supporting the definition of 'to be' processes for financial operations
Sales Operations Team Lead
ICAPE Group
Paris
01.2021 - 01.2022
- Managed a team of 4 members from diverse nationalities, improving business processes and facilitating training to enhance operational efficiency
- Led business process documentation efforts, identifying gaps and opportunities for improvement in the order processing and payment management systems
- Facilitated workshops and interviews with business stakeholders to gather information and understand current systems and processes, ensuring the proper alignment of changes with business needs
- Supported M&A integration by working with cross-functional teams to document processes and ensure smooth transition of business operations
- Reported on revenue, orders, and KPIs to senior management, providing data-driven insights for business decisions
Commercial Coordinator
Asieland Travel Agency
Paris
01.2015 - 01.2021
- Development for a portfolio of potential B2B clients including embassies of different countries
- Providing customized services and travel plans to our B2B clients including their tickets, hotels, and visa application
- Organising marketing campaigns and holding meetings to generate leads
- Collaborating with the Customer Service team and providing monthly reports to the management
Education
Master - Marketing and Management
Loughborough University
Bachelor - Applied Linguistics
Chung Yuan University
01.2000 - 01.2004
Skills
- SAP
- Business Central
- Power BI
- CRM
- Salesforce
- Office
- Excel
- Word
- Powerpoint
Languages
Mandarin
French
English
Japanese
German
Personal Information
Nationality: French Taiwan
Custom
- Traveling
- Boxing
- Wine Tasting
Timeline
Financial Account Manager
EQS Group
01.2022 - 03.2025
Sales Operations Team Lead
ICAPE Group
01.2021 - 01.2022
Commercial Coordinator
Asieland Travel Agency
01.2015 - 01.2021
Bachelor - Applied Linguistics
Chung Yuan University
01.2000 - 01.2004
Master - Marketing and Management
Loughborough University
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