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I am an experienced finance professional with over 9 years in treasury operations, asset management, financial products, AML/KYC, and compliance. Recently, I successfully completed a Web Development Bootcamp at Coder Academy with high distinction, where I gained strong skills in JavaScript, React, Node.js, Express.js, Python, HTML/CSS, and database management. I have a proven track record in leading teams, developing efficient financial systems, and providing technical support. Eager to combine my finance expertise with my new technical skills, I am excited to take on challenging roles in software and web development, leveraging my adaptability, keen attention to detail, and leadership qualities.…I am an experienced finance professional with over 9 years in treasury operations, asset management, financial products, AML/KYC, and compliance. Recently, I successfully completed a Web Development Bootcamp at Coder Academy with high distinction, where I gained strong skills in JavaScript, React, Node.js, Express.js, Python, HTML/CSS, and database management. I have a proven track record in leading teams, developing efficient financial systems, and providing technical support. Eager to combine my finance expertise with my new technical skills, I am excited to take on challenging roles in software and web development, leveraging my adaptability, keen attention to detail, and leadership qualities.

Xuan Lap Tran

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I am an experienced finance professional with over 9 years in treasury operations, asset management, financial products, AML/KYC, and compliance. Recently, I successfully completed a Web Development Bootcamp at Coder Academy with high distinction, where I gained strong skills in JavaScript, React, Node.js, Express.js, Python, HTML/CSS, and database management. I have a proven track record in leading teams, developing efficient financial systems, and providing technical support. Eager to combine my finance expertise with my new technical skills, I am excited to take on challenging roles in software and web development, leveraging my adaptability, keen attention to detail, and leadership qualities.…I am an experienced finance professional with over 9 years in treasury operations, asset management, financial products, AML/KYC, and compliance. Recently, I successfully completed a Web Development Bootcamp at Coder Academy with high distinction, where I gained strong skills in JavaScript, React, Node.js, Express.js, Python, HTML/CSS, and database management. I have a proven track record in leading teams, developing efficient financial systems, and providing technical support. Eager to combine my finance expertise with my new technical skills, I am excited to take on challenging roles in software and web development, leveraging my adaptability, keen attention to detail, and leadership qualities.

Available to hire

I am an experienced finance professional with over 9 years in treasury operations, asset management, financial products, AML/KYC, and compliance. Recently, I successfully completed a Web Development Bootcamp at Coder Academy with high distinction, where I gained strong skills in JavaScript, React, Node.js, Express.js, Python, HTML/CSS, and database management.

I have a proven track record in leading teams, developing efficient financial systems, and providing technical support. Eager to combine my finance expertise with my new technical skills, I am excited to take on challenging roles in software and web development, leveraging my adaptability, keen attention to detail, and leadership qualities.

Skills

Experience Level

Expert

Expert

Expert

Beginner

Beginner

Beginner

Beginner

Beginner

Beginner

Beginner

Language

English

Advanced

Vietnamese

Fluent

Work Experience

Cash Management Associate at Trimont Real Estate Advisors

January 1, 2024 - Present

Managed various assets and treasury/cash management activities for prestigious clients such as Deutsche Bank, Blackstone, UOB, Morgan Stanley, and Citigroup. Ensured compliance, managed debt and interest modelling, and led APAC accounts receivable teams coordinating with UK and India finance teams to guarantee timely invoicing. Acted as Appian platform Champion overseeing implementation, maintenance, training, and front-line support globally. Developed and presented a simplified cash management workflow system to improve scalability and efficiency. Participated in testing new Facility Agent and Security Trustee Services systems, contributing to decision-making and successful system selection.

Senior Cash Management Officer at Perpetual Limited

December 31, 2023 - August 8, 2025

Performed and monitored all banking and cash management activities including liquidity and account management, domestic and international payments, and trade settlements using EXIGO. Processed and verified large volumes of payments daily using over 20 banking platforms, handling amounts up to billions. Led and trained new staff members, overseeing the development of a significant portion of the cash management team. Managed a team of three payment operators to ensure efficient and timely payment settlements while liaising with internal and external clients.

Client Cash Intern – Global Cash Operations at State Street Global Services

September 1, 2015 - August 8, 2025

Interned in global cash operations focusing on client cash activities, gaining experience in cash management processes and operational workflows.