Summary
Education
Work history
Skills
Certification
Timeline
Generic

Sze Man FUNG

Summary

Finance professional with a Master’s in Applied Data Science and Statistics, bringing hands-on experience in tax analysis and financial data management from Ernst & Young. Proficient in Python, R, and SQL, with a proven ability to deliver data-driven insights and optimize financial strategies. Demonstrates a strong understanding of regulatory compliance and cross-border financial complexities. Known for strong communication skills, effective collaboration, and a commitment to excellence. Eager to contribute to Morgan Stanley’s finance team, leveraging analytical expertise to support high-quality financial services.

Education

Master of Science - Applied Data Science and Statistics

University of Exeter
Exeter
09/2021 - 11/2022

Bachelor of Arts - Translation

Lingnan University
09/2016 - 07/2020

Winter exchange program - Marketing

Toulouse Business School
France
12/2019 - 02/2020

Work history

Assistant tax advisor

Ernst & Young
Glasgow
09.2023 - Current
  • Collaborated with cross-functional teams, including HR and legal, to develop tax strategies that align with business objectives and minimize tax liabilities.
  • Provided strategic financial insights and recommendations to clients, supporting informed decision-making and compliance with regulatory standards.
  • Conducted tax research and analysis to interpret regulatory changes, ensuring optimal tax treatment and adherence to compliance requirements.
  • Assisted in preparing tax-related communication materials, simplifying complex tax processes and responsibilities for clients.
  • Performed critical reviews of financial data to identify discrepancies and risks, enhancing the accuracy and reliability of tax computations.
  • Supported the implementation of new financial reporting tools, improving the efficiency of data analysis and reporting processes across the team.

Summer internship

Prudential Hong Kong Limited
Hong Kong
07.2020 - 07.2024
  • Assisted in the development and implementation of digital marketing strategies for financial and insurance products.
  • Supported the administrative management of insurance policies, ensuring accurate customer data collection and policy arrangement.
  • Collaborated on designing marketing plans that aligned with business goals and customer needs.
  • Shadowed senior team members to develop practical knowledge and gain critical industry-specific skills.

Skills

  • Tax Analysis and Compliance: Expertise in tax computation, regulatory compliance, and cross-border tax analysis
  • Data Analysis and Financial Reporting: Proficient in Python, R, and SQL for financial data analysis and reporting
  • Strategic Financial Insights: Skilled in providing actionable recommendations based on in-depth financial analysis
  • Regulatory Knowledge: Strong understanding of international tax regulations and compliance requirements
  • Communication: Excellent verbal and written communication skills, with experience in client-facing roles and internal collaboration
  • Collaboration and Teamwork: Effective team player, known for proactive contributions to team success

Certification

  • ABRSM Grade 8 in Piano: Demonstrates discipline and proficiency in musical training.
  • IELTS: Overall score of 7, evidencing strong English language proficiency.
  • ICAS TC Level: Completed TC level in the Institute of Chartered Accountants Scotland, showcasing foundational knowledge in accounting and finance.

Timeline

Assistant tax advisor

Ernst & Young
09.2023 - Current

Summer internship

Prudential Hong Kong Limited
07.2020 - 07.2024

Master of Science - Applied Data Science and Statistics

University of Exeter
09/2021 - 11/2022

Bachelor of Arts - Translation

Lingnan University
09/2016 - 07/2020

Winter exchange program - Marketing

Toulouse Business School
12/2019 - 02/2020

Similar Profiles

Create profile
Sze Man FUNG