Achieving Financial Independence - Retire Early 

Allowing to u have clarity and certainty in your financial future

Helping you to achieve financial freedom 

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Estate planning 

Working With Senior Leaders in Corporate to Building On Existing Retirement Planning And 𝐑𝐞𝐭𝐢𝐫𝐞 𝐈𝐧 𝐭𝐡𝐞𝐢𝐫 50𝐬 |𝐖𝐡𝐢𝐥𝐞 𝐀𝐭𝐭𝐚𝐢𝐧𝐢𝐧𝐠 𝐖𝐨𝐫𝐤-𝐋𝐢𝐟𝐞-𝐁𝐚𝐥𝐚𝐧𝐜𝐞★ Retirement Planning ★Investment

➡️ 𝑾𝑯𝑶 𝑰 𝑨𝑺𝑺𝑰𝑺𝑻:
I work with working professionals and business owners who are looking to speed up their retirement so that they can achieve financial independence in their 50s without sacrificing their current lifestyle. 

My expertise in finances allows these professionals to focus on what they do best while still making sure that their money is working harder than them.

➡️ 𝑴𝒀 𝑬𝑿𝑷𝑬𝑹𝑻𝑰𝑺𝑬:
I have empowered professionals and business owners to take charge of their finances. With the R.O.I framework that I have been using to manage my clients' portfolio.

I am able to help my clients gain clarity and certainty for their retirement regardless of whether the market is at the all-time-high, or at the all-time-low through a systemic approach. 

➡️ 𝑾𝑯𝑨𝑻 𝑶𝑻𝑯𝑬𝑹𝑺 𝑨𝑹𝑬 𝑺𝑨𝒀𝑰𝑵𝑮: "… I have learned the right type of plans I need, the importance of the right amount of coverage and amount of money to allocate for it. Overall I have gained more clarity on what I need. Kieran’s explanation is a lot more educational and clearer as he taught me how to allocate my cashflow and the figures he used are also catering to me, making the whole session much more relatable and easy to understand. He wasn’t pushy in making the sales compare to the agents and bankers I have met before. 
I will highly recommend his service to any looking for financial planning” – Mdm Lee, lecturer in local educational institution 

Email: talk.to@kieranyeo.com | kieranyeo.com

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Retirement planning Singapore, Estate planning, business succession planning, legacy planning, life insurance, investment. Personal Finance. How much we need to retire in Singapore. Boxing Financial consultant

Kieran Yeo

Financial Alliance Pte Ltd

Embark on your journey to financial prosperity with Singapore's largest INDEPENDENT Financial Advisory firm, Financial Alliance. With the client's interests at the core of its approach, I ensure you receive unbiased, expert advice.

Explore comprehensive and customized financial solutions 

Individual Services Includes:-
1. Health Insurance
2. Life & Critical Illness Insurance
3. Personal Accident Insurance
4. Children's Education Planning
5. Retirement Income Planning

Corporate Services includes:-
1. Group Insurance Solutions
2. Work Injury Compensation Insurance
3. Public Liability Insurance
4. Professional Indemnity Insurance
5. Marine Insurance

Consultant, Financial Advisory

Athena Partners Pte Ltd 

As General Manager, Offline Sales for Athena Partners, I managed the store visits, steered the offline sales by building relationships with the store managers. Efficiently servicing them on products they ran out of stock. Had fruitful discussions on growth opportunities and adding additional products at their stores.

❖ Strategically Steering Operations: Leading and steering the overall operations of Athena Partners Pte Ltd. with a focus on enhancing efficiency and profitability.
❖ Optimizing Financial Performance: Continuously evaluating financial performance, implementing cost-effective measures, and ensuring optimal resource allocation.
❖ Ensuring Regulatory Compliance: Proactively monitoring and ensuring adherence to all relevant industry regulations and compliance standards.

General Manager, Offline Sales

Dell Technologies

When I was a Consultant, Center of Competence, I streamlined stock-keeping unit processes, optimized services sales order processing, & facilitated collaboration between APJ services and program management during Dell Sales Application transformation.

❖ Spearheaded sales enablement initiatives, including services sales training and driving concise spotlight service videos project, aligning with geographical and portfolio strategies for effective knowledge dissemination.
❖ Maintained consistent engagement with hardware, core sales, pricing, and marketing teams to orchestrate collaborative joint initiatives, promotions, and go-to-market activities for services, thereby driving revenue growth.
❖ Strategically aligned with key stakeholders within APJ services, including Marketing, Merchandizing, Pricing, and Services Offers & Architecture Management (SOAM) team, ensuring seamless coordination and execution of services offer related strategies.
❖ Fostered partnerships with portfolio line managers and engaged with product group to design and launch service offerings for emerging technologies such as APEX, edge computing & telco, contributing to Dell Technologies' innovation and market presence.

Consultant, (Center of Competence)

Serving as a Consultant, Sales Operations, I spearheaded the optimization of ANZ Revenue Forecast consolidation procedures, resulting in more efficient and accurate forecasting process. I cooperated closely with delivery managers and senior leaders in ANZ through weekly revenue forecast calls, achieving a quarterly accuracy rate of +/- 2% for ANZ Services P&L.

❖ Led the preparation and validation of the ANZ Services revenue backlog report by consolidating data from various sources, providing critical insights and commentaries during quarterly and annual business reviews.
❖ Efficiently managed third party delivery spend forecasts, ensuring compliance with leadership approval protocols for procurement requests, including comprehensive documentation.
❖ Streamlined vendor invoice approval processes in Ariba, ensuring prompt payments & collaborating closely with AP to minimize payment delays. Also managed end-of-quarter tasks such as revenue risk contingencies & vendor spend accrual submissions.

Consultant, Sales Operations

As a Manager, Business Operations, I organized a team of four seasoned analysts to oversee critical Business Unit functions, ensuring seamless operations and efficient delivery. I collaborated with senior leadership to facilitate strategic discussions regarding the Bookings Plan, Revenue Plan for Prepaid Maintenance, Renewals for APJ customer services.

❖ Fostered strong cross-functional relationships with various business groups such as Product Sales, Renewals, and Field Ser-vices, streamlining the consolidation of APJ revenue forecasts.
❖ Demonstrated exceptional performance by consistently achieving a remarkable +/- 2% accuracy in quarterly revenue fore-casts for the APJ region. This was achieved through vigilant tracking of weekly bookings and revenue actuals.
❖ Maintained open lines of communication with geo leaders, providing regular updates on progress and collaborating closely with senior leadership to drive revenue growth in the APJ market.

Manager, Business Operations

As a Senior Business Operations Analyst, I collaborated with various business units such as Product Sales, Renewals, and Field Services to compile and deliver precise revenue and expense forecasts for the South-East Asia Customer Services business unit. My consistent quarterly forecast accuracy within a narrow +/- 2% tolerance was achieved through vigilant weekly monitoring of bookings and revenue actuals.

❖ Crafted revenue and expense plan, using trend analysis and business drivers to guide budget assumptions and strategies.
❖ Ensured precise tracking of quarterly goals and results for pre-sales and delivery staff, facilitating accurate variable compensation payouts.
❖ Led the consolidation of Professional Services revenue forecasts, providing a comprehensive view for weekly review. Managed headcount requisition approvals by the APJ leadership team.
❖ Efficiently handled vendor delivery spend, professional services procurement, and led complex application and report transitions during systems transformation.

Senior Business Operations Analyst

MPhasis, an HP Company

During my tenure As an Advanced Financial Analyst, I analyzed business processes through benchmarking & trend analysis, providing valuable insights for decision-making. I ensured accurate monthly reporting with detailed variance explanations to regional leadership, offering management analysis & cost-cutting recommendations for optimized cost center operations.

❖ Proactively analyzed P&L statements, reconciled balance sheets, and mitigated variances to align with organizational goals. Efficiently managed a team of four analysts, fostering collaboration for timely financial insights. 
❖ Drove data-driven decision-making, enhancing financial transparency, and team synergy, leading to notable achievements.

Advanced Financial Analyst

Supreme Computers India Pvt Ltd

As Manager of Accounts, supervised a team of nine executives and five assistants, conducting annual performance evaluations with executive management to optimize team performance. I played a key role in advising management on financial aspects of future projects and business expansion plans, including providing ROI analysis for launching 'Laptops Plus'.

❖ Provided strategic financial advice, optimized cash flow management, and streamlined daily operations. 
❖ Conducted internal audits and creditor account analysis, contributing to financial integrity.

Manager, Accounts

Bohara Metal Products

As Accounts Executive at Bohara Metal Products, I played a key role in liaison with Bank, Shipping agents, & government authorities with regards to export / import. Auditing & finalizing the books of account during year-end for filing and assessment.

❖ Prepared import & export documentations, invoicing & liaison with shipping for bill of lading.
❖ Analyzed overdraft, liaised with bank for payment receipts & realization certificates.
❖ Finalized books of account, Payout of commissions to the export agents.
❖ Reconciled monthly bank statement & performed internal audit of books of account.

Accounts Executive

M.L.Chajjer & Co.

As Audit assistant, I conducted and assisted in over 40 tax audits for clients, prepared total income statement, tax planning, tax assessment and audit reports for clients.

❖ Preparation of Statements of Total Income & tax planning for Individual Tax assessee's.
❖ Preparation of Final Accounts & Audit Reports for the Clients. 
❖ Corporate & Tax Audits done for around 40 clients, Individually & Collectively

Audit Assistant

Consultant, Financial Advisory at Singapore's Largest IFA | Financial Planning | Financial Consulting | Retirement Planning | Singapore PR | 23 Years Exp in FP&A | Stakeholder Management

Empowering Financial Futures: A Seasoned Finance Professional with 23 Years of Expertise

With a rich background spanning over two decades in Financial Planning & Analysis, Business Analytics, Budgeting & Forecasting, and Variance Analysis, I've seamlessly transitioned into a role where I empower individuals to realize their financial dreams.

Navigating Financial Journeys: From Corporate Success to Personal Prosperity

My journey, marked by dynamic leadership and significant contributions to organizations across India & Singapore, has now evolved into a passion for guiding individuals through the intricacies of Financial Planning, Retirement Planning, Wealth Accumulation, Wealth Enhancement, Wealth Protection, Wealth Maintenance and Wealth Distribution.

Insights-Driven Financial Guidance: Balancing Experience with Proactive Expertise

A proactive and analytical mindset, honed through years of corporate leadership, now fuels my commitment to helping individuals optimize their financial portfolios. My service-driven approach revolves around quality, results, and placing clients at the core of every financial strategy.

Global Expertise, Personalized Solutions: Tailoring Strategies for Individual Success

Having thrived in multinational, multicultural environments, I bring a unique global perspective to financial advisory services. My leadership and communication skills ensure effective collaboration, fostering an environment where clients feel heard and understood.

Secure Your Future, Maximize Your Wealth: Let's Shape Your Financial Destiny

If you're ready to embark on a journey of financial empowerment, let's connect. Whether it's crafting a robust retirement plan, safeguarding, maintaining, enhancing or distributing your wealth, I'm here to guide you. Reach out, and together, let's chart a course towards your financial success.

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Kieran Yeo

Mithun J Malani, B Com

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