Wai Tak (Eddie) Chan
London,Wandsworth
Summary
Dynamic and detail-oriented professional with a strong foundation in financial forecasting and modelling. Demonstrates exceptional analytical skills and proficiency in business intelligence tools, complemented by advanced Excel knowledge. Adept at delivering insights through public speaking, with a keen financial acumen that drives strategic decision-making. Committed to leveraging expertise to enhance organisational performance and achieve long-term financial goals.
Overview
23
23
years of professional experience
9
9
years of post-secondary education
1
1
Certification
Work history
Sr. Investigator, Professional Conduct & Standards
CFA Institute
Hong Kong, Hong Kong
03.2016 - 09.2024
- Managed evidence collection, resulting in successful case resolutions.
- Coordinated with investigators to execute complex cases effectively.
- Liaised with clients and officials to enhance communication.
- Applied critical thinking to analyse data and identify patterns.
- Compiled comprehensive reports, ensuring thorough documentation of findings.
- Maintained confidentiality throughout investigations, upholding client privacy.
- Ensured compliance with legal procedures across all stages of investigation.
- Trained junior investigators, contributing to overall team skill enhancement.
- Analysed legal documents to understand case specifics.
- Worked under pressure whilst maintaining attention to detail and accuracy in reporting.
- Improved investigation strategies through continuous learning and professional development courses.
Financial Controller, Finance Business Partner
Inchcape plc
Hong Kong, Hong Kong
07.2015 - 03.2016
- Formulated corporate fiscal strategies in collaboration with senior executives.
- Developed robust budget plans to support sustainable organisational growth.
- Delivered comprehensive reports on financial health, enhancing stakeholder communication.
- Advised Board on fiscal matters, influencing strategic direction of company.
- Supervised finance professionals, fostering a culture of high performance.
- Executed thorough risk assessments to safeguard company assets.
- Facilitated financial analysis to inform strategic decision-making.
- Streamlined financial processes for improved efficiency and accuracy.
Finance Manager, Finance Business Partner
Audi AG
Hong Kong, Hong Kong
10.2012 - 07.2015
- Analysed complex financial data, delivering actionable insights for company leadership.
- Directed budgeting and forecasting activities to align financial goals with organisational objectives.
- Collaborated with business management to establish and regulate annual budgets.
- Reviewed and updated internal financial policies, ensuring compliance with regulations.
- Streamlined financial procedures to enhance efficiency and accuracy across departments.
- Managed timely reporting of financial transactions for detailed analysis and decision-making.
- Developed comprehensive financial reports for top management review, influencing strategic decisions.
- Liaised between finance department and other teams, fostering collaboration on fiscal matters.
Controller, Finance Transformation
Ernst & Young
Hong Kong, Hong Kong
06.2009 - 09.2011
- Prepared detailed models and reports to illustrate complex financial information.
- Championed digital transformation initiatives, enhancing organisational agility and operational efficiency.
- Led finance transformation projects to achieve company growth objectives.
- Collaborated with Finance department for effective budget planning and control.
- Implemented new software to boost productivity of finance team.
- Conducted training sessions to elevate skill levels within finance staff.
- Organised workshops to educate personnel on changes in budgeting systems.
Business Controller, Finance Business Partner
Oasis Management Company Limited
Hong Kong, Hong Kong
04.2007 - 04.2009
- Managed statutory reporting obligations to ensure compliance with Hong Kong Inland Revenue Department regulations.
- Maintained up-to-date knowledge of legislation changes, ensuring continuous regulatory adherence.
- Ensured accurate processing of employee salaries through meticulous data entry.
- Assisted finance team with month-end closure activities while maintaining high standards in routine tasks.
- Maintained accurate payroll records, processing updates for new hires, terminations, and contractors on time.
- Created comprehensive financial reports to enhance strategic decision-making.
- Prepared monthly management packs to support informed decisions at senior-level meetings.
- Conducted regular financial analysis, identifying areas for potential improvement.
Business Manager, Global Banking
Deutsche Bank
Hong Kong, Hong Kong
04.2006 - 04.2007
- Mitigated financial crime risks through rigorous transactional analysis and prompt reporting of suspicious activities.
- Assisted in developing comprehensive AML and KYC policies for enhanced governance.
- Reviewed customer documents meticulously to ensure compliance with regulations.
- Managed sensitive client information securely, adhering strictly to data protection principles.
- Conducted thorough customer research, resulting in accurate risk assessments.
- Handled escalated cases professionally, resolving issues efficiently without compromising compliance standards.
- Identified potential risks promptly, implementing proactive mitigation strategies.
- Collaborated with internal teams to expedite KYC verification processes.
Senior Financial Analyst, Finance Business Partner
Rogers Communications Group
Toronto, Canada
03.2003 - 11.2005
- Prepared comprehensive financial reports to guide executive decision-making.
- Analysed financial trends and variances to inform strategic projections.
- Streamlined financial reporting processes to enhance operational transparency.
- Developed robust financial models for accurate business forecasting.
- Managed complex financial data, simplifying insights for stakeholders.
- Established strong stakeholder relationships to drive business growth.
- Increased efficiency by optimising budgeting processes.
- Ensured compliance with GAAP regulations in all financial reporting.
Financial Analyst, Finance Business Partner
Centrica plc
Toronto, Canada
04.2001 - 03.2003
- Collaborated with accountants and auditors to ensure accuracy of financial records.
- Conducted due diligence for potential mergers and acquisitions.
- Assisted in budget planning to maximise company profits.
- Prepared weekly and monthly performance reports against budget and forecasts.
- Evaluated variance impacts and identified revenue trends relative to forecasts.
- Compiled timely, accurate monthly financial management reporting packs.
- Developed dashboards and visualisation tools to monitor financial metrics.
- Analysed market trends, enhancing investment strategies.
Education
Postgraduate Certificate in Laws - Law
University of Hong Kong
Hong Kong 09.2011 - 06.2012
Bachelor of Laws - Law
Manchester Metropolitan University
Manchester 09.2008 - 05.2011
Master of Business Administration - Finance
Schulich School of Business, York University
Toronto, Canada 09.1999 - 05.2001
Bachelor of Business Administration - Finance
Sauder School of Business, University of British Columbia
Vancouver, Canada 09.1994 - 05.1998
Skills
- Analytical skills
- Business intelligence tools
- Advanced Excel knowledge
- Financial Forecasting
- Financial acumen
- Financial modelling
- Attention to Detail
- Financial Reporting
- Budget management
- Risk Assessment
Affiliations
- Piano • Guitar • Singing • Travel • History • Reading • Pets • Rollerblading
Certification
- Certificate in Investment Performance Measurement (CIPM) – CFA Institute
Start Date: 27 Jul 2017
- Certified Management Accountant (CMA) – IMA | Institute of Management Accountants
Start Date: 31 Oct 2008 (License Number: 30315)
- Chartered Financial Analyst (CFA) – CFA Institute
Start Date: 26 May 2004 (License Number: 806332)
Languages
English
Fluent
Chinese (Cantonese)
Fluent
Chinese (Mandarin)
Advanced
Italian
Beginner
Introductory Statement
I am an accomplished accounting and finance professional with nearly two decades of experience working within diverse multinational organizations. My previous positions in Asia and North America have afforded me comprehensive expertise in finance, accounting, compliance, and management across multiple sectors. Currently residing in London due to relocation, I am eager to continue my professional trajectory in the UK, and I am actively seeking a finance role within an innovative company.
In my most recent appointment at the CFA Institute—a globally recognized professional qualification and educational body—I spent nine years investigating ethical violations, conducting detailed financial statement analyses, and liaising with regulatory authorities. This role enabled me to develop a deep understanding of performance presentation standards, sustainable investing policies, and disclosure requirements associated with listing rules.
Earlier in my career, I held progressive finance roles at prominent firms including Inchcape, Audi AG, Ernst & Young, Deutsche Bank, and Centrica. My responsibilities encompassed financial planning and analysis, management reporting, and compliance oversight. As a dedicated finance business partner, I operated across various functions and divisions, aligning organizational objectives with rigorous financial forecasting and budgeting. I also led finance transformation initiatives and collaborated closely with compliance and risk teams to ensure full adherence to all regulatory requirements.
My academic credentials include multiple degrees in Finance and Law, highlighted by an MBA from the Schulich School of Business at York University, Toronto, Canada. In addition, I hold the esteemed CMA and CFA professional designations.
In my most recent appointment at the CFA Institute—a globally recognized professional qualification and educational body—I spent nine years investigating ethical violations, conducting detailed financial statement analyses, and liaising with regulatory authorities. This role enabled me to develop a deep understanding of performance presentation standards, sustainable investing policies, and disclosure requirements associated with listing rules.
Earlier in my career, I held progressive finance roles at prominent firms including Inchcape, Audi AG, Ernst & Young, Deutsche Bank, and Centrica. My responsibilities encompassed financial planning and analysis, management reporting, and compliance oversight. As a dedicated finance business partner, I operated across various functions and divisions, aligning organizational objectives with rigorous financial forecasting and budgeting. I also led finance transformation initiatives and collaborated closely with compliance and risk teams to ensure full adherence to all regulatory requirements.
My academic credentials include multiple degrees in Finance and Law, highlighted by an MBA from the Schulich School of Business at York University, Toronto, Canada. In addition, I hold the esteemed CMA and CFA professional designations.
References
References available upon request.
Timeline
Sr. Investigator, Professional Conduct & Standards
CFA Institute
03.2016 - 09.2024
Financial Controller, Finance Business Partner
Inchcape plc
07.2015 - 03.2016
Finance Manager, Finance Business Partner
Audi AG
10.2012 - 07.2015
Postgraduate Certificate in Laws - Law
University of Hong Kong
09.2011 - 06.2012
Controller, Finance Transformation
Ernst & Young
06.2009 - 09.2011
Bachelor of Laws - Law
Manchester Metropolitan University
09.2008 - 05.2011
Business Controller, Finance Business Partner
Oasis Management Company Limited
04.2007 - 04.2009
Business Manager, Global Banking
Deutsche Bank
04.2006 - 04.2007
Senior Financial Analyst, Finance Business Partner
Rogers Communications Group
03.2003 - 11.2005
Financial Analyst, Finance Business Partner
Centrica plc
04.2001 - 03.2003
Master of Business Administration - Finance
Schulich School of Business, York University
09.1999 - 05.2001
Bachelor of Business Administration - Finance
Sauder School of Business, University of British Columbia
09.1994 - 05.1998
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