Jie Liu
____________________________________________________________________________
______________________
Address: * ******* ****, ********, ** 06611 Phone: 1-203-***-****
Email: ***.***@**.***
Professional Experiences
12/2001- Present Pitney Bowes Inc. (NYSE list: PBI) (a USA Fortune 500
company), Shelton, CT Senior Financial Supervisor (Full-
time)
. Manages aspects of the monthly and quarterly financial closing &
forecast, Provide monthly/quarterly management reporting to drive
financial results and strategic decisions
. Perform Balance Sheet, P&L analysis, accounts reconciliations,
variance analysis between forecast vs. budget & prior forecast,
identify trends and key drivers, work with business units to develop
action plans
. Manage annual budget process including cost center level,
headcounts, roll-up & line of business allocation, interactive
communication with all levels of managers, negotiation on budget
cuts, and final presentation
. Use quantitative methods and tools to evaluate business cases,
forecast projects cash flow and IRR and capital expenditure &
expense projection, cost / benefits analysis
. Serve as Financial manager for Six Sigma, performing financial
analysis on direct cost savings or cost avoidances, producing
periodic analysis reports to senior management team
. Lead in consolidation of different accounting tools & platform and
reporting due to mergers and acquisitions of subsidiaries
. Lead in the development and administration of compensation programs
and bonus calculation tools which drive to increase revenue and
improve customer satisfaction
. Supervise direct report on regular bases, motivate & help train to
meet the professional goals
. Prepare ad hoc reporting / analysis for various departments /
management such as procurement vendor selections, consolidation of
operation centers, process improvements
07/1996-07/1999 Bank of China (a Global 500 Company), Beijing, China
Internal Auditor (Full-time)
. Involve in evaluating Bank of China subsidiaries' business processes
and develop audit objectives
. Document existing internal controls, and design detailed audit plan
to test control weaknesses
. Determine operational / financial risks affecting Bank branches and
communicate with business managers
. Obtains facts and evidence to support conclusions and document all
the supporting evidence in accordance with department auditing
standards
. Analyze, summarize and communicate audit work and conclusions with
audit manager and communicate the auditing results with business
managers
. Elicit improvement action plan from business management and prepare
draft audit reports and presents the final results to business area
management / Senior management
. Follow-up with management to ensure management action plans are
executed effectively and timely
Education & Professional Certificate
Certificate: CFA, Member of CFA Institute & Stamford CFA Society
PRM (Professional Risk Manager), Member of
PRMIA (Professional Risk Manager Int'l Association)
Master Degree Economics major, May 2001, University of Connecticut,
Storrs, CT, with Fellowship
Bachelor Degree Finance major, July 1996, University of International
Business & Economics, Beijing, China
Additional Info
Computer: SAP Financial software, Hyperion, Expert knowledge in Excel,
Access, Word, PowerPoint.
Language: Chinese & English, excellent spoken & written, presentation
skills
Other: Good ability to adapt to new environment & assignment, quick
learner, self starter, strong interpersonal skills, multi-
tasking, very good team player, integrity & professionalism
Status: Green card holder, do not need sponsorship