Qualifications Profile
Results-driven and performance-focused professional, offering broad-based experience in finance and accounting operations; along with business analysis, administrative support, and budget preparation and management.
Known for exceptional work ethic and ability to formulate innovative solutions to resolve complex accounting issues.
Consistently recognized for successfully completing assigned tasks efficiently through the implementation of strategic initiatives, essential in enhancing financial performance and driving company growth.
Proven multi-cultural manager with expertise in managing more than $30M in multi-currency revenue.
Bilingual in English and Mandarin Chinese.
Technically proficient with Microsoft Office Suite, SAP, NetSuite, IBM Cognos, TM1, China GAAP local ERP system, and China GAAP e-tax.
A Chinese National with Australian Passport
Areas of Expertise
Business-to-Business Services (B2B) Tax and Account Reconciliation Strategic Financial Analysis
Business Development Strategic and Analytical Planning Rapid Conflict Resolution
Customer Service and Relations Regulatory Compliance and Standards
Education and Credentials
Master of Accounting, Major in Accounting: 2007
Curtin University of Technology Perth, WA, Australia/Sydney, NSW, Australia
Bachelor of Commerce, Major in Economics and Marketing, Minor in Commercial Law: 2005
The University of Sydney Sydney, NSW, Australia
Certified Public Accountant (In progress)
Professional Experience
Bombardier Recreational Product (BRP) China Shanghai, China Valcourt, Canada
Senior Financial Analyst 2014 –Present
Assume full accountability in administering month-end statutory reporting and filing, as well as the monthly financial reporting and local tax filing.
Strategically execute annual budgeting as well as quarterly and fortnightly cash flow forecasting
Take charge of processing and preparing the year-end reports, annual tax clearance and compliance, and external audit
Implement internal control while improving policies and guidelines to provide performance effectiveness and efficiency
Manage sales reporting for Executive Team on a daily basis
Evaluate financial statements and accounting reports to ensure compliance with People’s Republic of China (PRC) tax regulations
Assess business update for executive team on the monthly basis
Strategically execute month- and year-end overhead forecast and business direct margin to strength cost control for improving business profitability
Establish annual budgeted balance sheet to conduct business analysis from economic point of view
Collaboratively worked with sales, sales operation, legal, ERP and various business owners on various projects to support on driving the business process improvements and initiatives
Serve as the primary contact of SAFE Government, Administration for Industry and Commerce (AIC), and Tax Bureau queries
Assume full responsibility in annually updating finance of $32M turnover revenue in Canadian dollars
Provide guidance and supervision to all local accountants
Sovereign Group China Shanghai, China
Senior Accountant 2010–2014
Carried out tax and accounting advisory service for IFRS and China generally accepted accounting principles (GAAP)
Demonstrated proficiency in tax strategy planning
Prepared export value added tax(VAT) rebate
Provided expert management to a team of accountants, providing outsourced accounting services to the portfolio of clients
Built long-term relationships with the clients
Rendered effectual assistance in month-end closing, including handling sales order to billing reconciliation; and preparing journal entries
Maintained reconciliations, such as accounts receivable, allowance for doubtful accounts, revenue to cash reconciliations, and deferred revenue
Performed daily approval of sales orders for billing while coordinating the AR functions to ensure the smooth billing process
Exemplified in-depth expertise in solving any issues in billing process
Administered the VAT related tax reporting
Supervised four accountants, while providing outsourcing accounting services to a portfolio of clients with $2M to $4M turnover revenue.
Western Union Business Solutions (former known as Travelex Global Business Payments) Sydney, NSW, Australia
Reconciliation Coordinator 2007–2010
Provided expert leadership in reconciling foreign currency in Nostro bank accounts for multicurrency transaction with over $30M.
Expertly handled the company portfolio of foreign currency accounts
Fulfilled a wide range of duties, such as processing the daily, monthly, and annual reconciliation reports as well as inter-company reports related to risk and investigation
Played an integral role in assessing, monitoring, and investigating the debts accounts through aging reports
Capitalized on communication skills in communicating effectively with customers to ensure their utmost satisfaction
Pearl-autore International Pty Ltd. Sydney, NSW, Australia
Assistant Accountant 2005–2007
Held responsibility in handling and maintaining the aging reports
Expertly performed monthly bookkeeping, bank reconciliation, and consolidation
Rendered effectual assistance in forecasting, annual budget, monthly financial reporting, and month-end closing
Supported external audit requirements related to specific areas of responsibility.
Took charge of handling the accounting for revenue and cost, as well as complete the overall finance report for the company
Administered the GST related tax reporting
Assisted with the preparation of financial statements in accordance with IFRS
Documented and compile requests for the year-end financial audit conducted by the company’s external auditors
Prepared work papers and associated documents for preparation of tax returns
Maintained policies and procedures to safeguard internal controls
Professional Affiliations
Certified Public Accountant Organization
Chamber of Australia
Chamber of Spanish
Chamber of America and European Chamber