Richard Liu
Email: *********@*******.*** Cell Phone: 250-***-****
The areas I have specific experiences include: public corporation,
financial management, international business development, marketing and
advertising in manufacturing industries. I believe that my accrued project
management experience, as well as financial analysis and business
management background will contribute to success of your company.
When I play the role as financial Director in a small consulting firm, my
key responsibilities include cooperating with the associate consultants and
partner consulting companies to initialize the business proposal and follow-
up. Specifically, I focus on utilizing strategic analyzing, budgeting,
business and operation streamlining tools and models; tasks include
analyzing current process flows, cost structures, internal financial
management statistics and performance indicators, and making
recommendations accordingly.
Additionally, I am responsible for assisting potential project owners to
reach proper financial sources, as well as ongoing communication, research
and other cooperation that needed. Since most of our clients are government
corporations and African companies, we mainly use international fund as the
financial vehicle, which also requires articulated information exchange.
Nonetheless, I also organize, revise, and edit letter of intention and
contract draft.
I worked closely with financial and IT professionals to design the business
processes and implemented the ERP system in Goodyear Dalian Plant as the
team lead, and I used the system and coached the staff. Also, I grasped
financial analysis skill set while working for one of the largest
international bank in the world.
Furthermore, I obtained MBA degree from University of Victoria; I am also
an Executive Certified Management Accounting Candidate and will get my
Designation in several months since I will wrap up the board repost for
CMABC on May 31rst. All in all, I will contribute every part of my ability
to your company's success.
Financial Director Bridgestone Consulting Ltd., Victoria,
BC 01/2009--Now
Accomplishments include:
. Advancing in business and life studying in order to offer right service
to right client at right time, Excelling in business communication to
advance verbal and presentation skills;
. Acquiring and advancing business and client development skills;
. Working with multinational companies to cultivate interpersonal and
client management skills, as well as presentation, advocacy and
negotiation abilities;
. Initiating and developing business in potential niche market and
marketing research in both quantitative and qualitative method;
. Co-operating with potential partners and assuring the time schedule of
the project;
. Consulting all clients in financial, marketing and management issues and
carrying out regular meetings and formulating and implementing market
strategies;
. Cooperating with IT and financial teams in whole project development Life
Cycle, including business Requirements and Documentation, Conceptual
Design, Data Architecture, Data Conversion, Data Modeling, Data
Warehousing; Arranging and maintaining daily office and computer
databases;
. Providing financial analysis and completing credit reports, including
corporate credit risk and managing potential liability risks;
. Working up individual caseload and managing it independently;
. Editing, reviewing, and revising business report as necessary;
. Managing personal, family and estate financial portfolios, and assisting
in tax and estate planning.
. Organizing and conducting fundraising activities.
Project Experience: Yemen Floating Glass Plant
Project Role: Team Lead
Industry: construction glass
Project Overview:
The client is a Yemen Republic based President family owned company. It has
a glass plant located in Southeast of Yemen and wants expend and build a
floating glass factory with 2000 metric tons capacity. Its initial
investment requires 70 million $US. Bridgestone consulting Ltd cooperated
with Chinese Machinery IM/EX Company to establish the turn key project
funded by international fund. To support their production, they needed to
develop a "Floating Business System" to plan, process, record and control
the whole production process. My team was also committed to develop a new
system for this requirement. This system helps client improve the
visibility of their production; reduce production fault rate and storage of
materials and products; and finally reduce their cost and improve their
efficiency.
Tasks:
Met client; led team composing proposal, participated in negotiation and
contract draft, and gain financial support;
Led the team to plan, execute, and complete the project successfully;
Supported team members in communication and team management, for example,
problem solving, training, team building, and etc.
Smith Bros. Machine-Accountant
Victoria, BC April 2009-Now
Accomplishments include:
Billing customers, preparing account summary and reconciliations
. Maintaining customer files and creating reports on aged A/R summary
. Processing client payments using credit cards, Debit, etc.
. Communicating with clients regarding account status and assisting
customers with invoice queries
. Following up and collecting on all past due accounts
. Liaising all related parties regarding client account status
. Updating collection status with related information and log into Excel
spreadsheet
. Preparing weekly/monthly analysis reports
. Completion of government reporting and payroll
remittance(GST/PST/WCB/Source Deductions)
. Weekly entry and reconciliation of petty cash
. Data Entry - A/R and A/P
Payroll administration including hourly wage, Benefits, Vacation Pay and
Reconciliation, Banked and Sick Time Reconciliation and T4's and ROE
. Other accounting duties as required, not limited to A/R and A/P
National Money Mart Co -Team Lead Victoria, BC Jan
2006-Mar 2009
Accomplishments include:
. Assuring customers are served to full satisfaction
. Articulating all information among store members, customers and TPC
employees.
. Preparing tax returns and authorizing payouts.
. Completing T1 adjustments and paper files according to proper.
. Updating compliance records using Excel spreadsheet.
. Communicating to CRA, customers, and store as required.
. Responding to all CRA requests for forms and information in time.
. Being trained to prepare all E-file Audit packages and submitting them
to CRA.
. Accomplishing all additional tasks as assigned to me
. Keeping the smooth flow of daily operation in whole Easytax process.
Previous Working History:
Marketing Specialist Goodyear Tire Company 10/1996-
01/2001
Maintained successful client, partner and vendor relationships, facilitated
as marketing and customer relationship liaison;
Implemented a wide range of marketing tools including promotional
collateral, client and member newsletters, email campaigns, press releases,
web seminars, trade shows, sales presentations and intranet and partner
websites;
Ensured high-level of quality and consistent brand image that is aligned
with corporate standards and strategic sales messaging and approach;
Accountable for ensuring projects, contracts and proposals adhere to
applicable regulations, government specifications, ethical standards and
operating company policies and procedures, including ISO 9000 processes;
Led risk review initiatives; evaluating projects and bid opportunities for
market expansion. Accordingly, identifies controls to avert, eliminate or
mitigate associated risks;
Assisted VP in establishing the company's long term and short term
marketing plan, collect and analyze economic and market information,
reporting to the sales committee on a monthly basis;
Worked closely with Regional Sales Manager and the Area Sales
Representatives, in formulating and implementing sales promotions and
optimize the business process for each territory;
Implemented all projects and programs required by Vice President, i.e.
cooperated with IT and financial teams to establish a CRM system for
inventory and sales update.
Financial Analyst Sanwa Bank, Dalian branch 01/1994-
09/1996
Developed sales programs to attract potential new clients and maintain
prosper relationship with existing stakeholders;
Collected primary and second financial information from all clients and
provide financial analysis and completed loan and credit reports;
Completed international trade settlements and financing the qualified
customer by utilizing proper financial sources, including currency
exchange, packaging loan, letter of guarantee and etc;
Assessed corporate credit risk, managed potential liability risks, and
ensured orderly repayment plans for credit at risk.
Education:
MBA degree, University of Victoria
08/2003-05/2005
Economics study, UVic
05/2002-04/2003
Honors Degree, Bachelor of Business Administration, Dalian University
08/1990-05/1994
Registered CMA member
Skills:
Languages: good at verbal and writing communications
Software knowledge: Advanced expertise in all aspects of Microsoft Office,
including PowerPoint; Excel; internet applications, including HTML, SQL.
Marketing, advertising, communications and business development:
experienced in many means to close the deal, including advanced business
and interpersonal relationship skills
Independent thinking: extensive experience in analyzing and data
researching as well detail oriented
Budget formulation and execution: extensive experience working within
financial risk and cost management sector.
Very familiar with full cycle of financial accounting steps
Well trimmed business process improvement and life long study experience