What are the biggest lessons in your career so far?
The first is to always think outside of the box. Working in a dynamic and ever-changing environment, having the ability to think outside of the box is key to adapting to the challenges and clients’ bespoke requests. Second is the realization that it is fine to say “no” or to sometimes reject others’ requests. The key is knowing how to communicate this in an acceptable and reasonable manner. There have been several occasions where I had to reject a proposal or request from internal stakeholders and even clients. There shouldn’t be any fear or hesitation if there are sufficient grounds to say no, and you are able to explain the rationale and deliver the message properly.
How was the transition from specializing in tax advisory and tax due diligence services to structured finance solutions?
I didn’t feel any particular hurdles in transitioning from tax advisory and tax due diligence services to structured finance solutions. For the first couple of years, it was all about equipping myself with a lot of technical knowledge in banking areas. But, I already had all the required soft skillsets, which I had acquired through my previous jobs and my CPA qualification, helping me to take up the front office role in banking. I found the job through a headhunter. Despite my initial feelings of doubt about whether or not I should make the move to step out of my comfort zone, I am glad that I did. The work that I do now in banking allows me to have another perspective on the world. My role is to lead the team to develop, provide and structure efficient financing solutions for clients in the emerging markets. I have been enjoying developing, structuring and executing the financing solutions for my clients. It feels great to be able to provide the financing solution that best fits their needs and requests.
How would you describe your approach to effectively leading a team?
“Lead by example” is my approach to leading the team. As a team leader, you need to demonstrate to your team by setting a good example on different aspects including work attitude, how to handle projects, and how to deal with different counterparts, etc. During the day-to-day work, I transfer my technical knowledge to my team members through on-the-job training, but I believe the best way for them to learn and grow is to let them observe how I would do it. Trusting and empowering the team is also important for getting the team to grow together.
In what ways has your CPA qualification and training helped you in your career?
They have helped me to develop many different core-enabling skills, including communication skills, analytical skills, and problem solving skills, in addition to the technical knowledge. These skills are long-term assets that enable me to overcome different challenges and continue to contribute to success in my career.
What do you consider to be the most important value created by CPAs like yourself?
The ability to think outside the box is the most important value I bring as a CPA. Some people may think that CPAs are not creative enough and will just follow certain procedures to complete what they have been asked to do. But I don’t think so – we are equipped with diverse knowledge and skillsets throughout our career development, which means that when an opportunity or a new challenge arises, we are ready to adapt and share new ideas.
