Lip Sheng Tan

My name is Rickson. With over three years of experience in the banking and finance industry, I am a highly detail-oriented person with a proven ability to accurately perform financial calculations and proficiency in Excel. My skills and expertise enable me to effectively analyze complex financial data, develop detailed financial models, and provide valuable insights to stakeholders.

Audit Internship CK Chin
Dec 2018 – Feb 2019
Responsibilities
• Reviewing corporate records such as tax returns, bank statements, and financial reports.
• Perform audit procedures, control testing, analytical procedures and substantive test of
details.
Junior Officer
City Credit Investment Bank Limited August 2019 – July 2023
Responsibilities
• Responsible for the aspects of day-to-day accounting for hedge funds, including calculating
net asset value, prepared financial statements, collaborated with auditors during annual
financial audits.
• Assist with reviewing compliance and regulatory filings.
• Analyze fund performance on a weekly and monthly basis.
• Ensure accurate and timely recording of general journal entries.
• Review client documentation and update client data in database.
• Prepare documentation for new clients and account opening process.

Bachelor’s Degree of Commence in Accounting & Finance
Curtin University
Feb 2015 – June 2019
Unified Examination Certificate (UEC) Kian Kok Middle School
2010 – 2015