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@kevinlai
Detail-oriented and accomplished leader
As a seasoned finance professional with extensive experience in financial management and business intelligence, I have developed a unique blend of skills that enable me to drive business growth and optimise insights capability. My expertise spans financial operations, team leadership, and process improvements, with a proven track record of success in implementing financial policies and procedures.
With a strong background in risk assessment and mitigation, I have honed my ability to identify and resolve issues related to finance, minimising the chances of fraud and other critical risks. My expertise in business intelligence has enabled me to develop and deploy headcount modelling and resourcing tools, as well as automate reporting capabilities on SAP analytics cloud and PowerBI.
Throughout my career, I have demonstrated my ability to collaborate with cross-functional departments to achieve key business goals, and have built and maintained professional alliances with data scientists, business, and BI teams. I am passionate about evaluating risk and assisting in executing strategic initiatives for company growth.
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Work history, roles, and key accomplishments
Coherent Global
May 2023 - Present (2 years 6 months)
Currently leading financial planning and analytics initiatives, integrating Microsoft business central with web service APIs, and managing financial reporting through Excel power queries. Focused on cash flow statements and rolling forecasts.
Deloitte & Touché
Jan 2022 - May 2023 (1 year 4 months)
Provided insights capability to support strategic management, successfully relaunched SAP Analytics Cloud across Africa, and worked on headcount modeling and data insights for clients.
Retail & Business Banking
Mar 2014 - May 2021 (7 years 2 months)
Managed financial reporting processes, delivered insights for decision making, and conducted budgeting and forecasting while organizing training sessions for graduates.
CQS Technology Holdings
Mar 2014 - Mar 2015 (1 year)
Oversaw product development and management, focusing on technology solutions for financial services, enhancing operational efficiencies and client engagement.
SASOL OIL
Jul 2012 - Mar 2014 (1 year 8 months)
Identified credit risk levels, directed credit applications, and performed risk assessments to minimize fraud. Managed billing and invoicing processes using SAP.
Degrees, certifications, and relevant coursework
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