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I have strong interpersonal, analytical, problem-solving skill

San Francisco, CA
December 14, 2019

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IFRS, SOX & US GAAP & PRC GAAP Planning & Strategy > Tax & Treasury > Financial Controls > Systems Implementation > Business M&A > Entrepreneurial Management > Supply Chain Management > Transfer Pricing > Capital & Business Investment > Cost Accounting > Re-engineering> Fund Raising > Bonds issuances > Consolidated Financial Statements.> Fully Trilingual (English / Putonghua / Cantonese) written & oral > Blockchain & visionary technology > NGO social services

** Nominated the best ASIA CFO AWARD - 2013.

** Speaker at:

- Accounting & Finance Show “SME Financing” at HKCEC – 2019

- Asia Treasury Leaders’ Forum in HKCEC - 2018

- Greater China Treasurer Summit” in Shenzhen – 2016

- 6th Annual CFO Forum in HK - 2015

** Committee in NGO and Social services for CCF (


MBA - University of North Carolina at Charlotte, USA (2008)

FCCA – Fellowship of Qualified Accountant ACCA UK (2009).

Bachelor of B.A in Accounting (Honors)-The Open University of HK (2005)

Bachelor of Business and Administration - The Open University of HK (2004)

FTIHK- Fellowship of The Taxation Institution of Hong Kong (2018)

Advisory Panel / Ambassador for Asia Pacific Region – ACT, The Association of Corporate Treasurers, England by Royal Charter (2019)

Certificate in the “Teaching of Putonghua in Primary Schools” - The Open University of HK (2005)


Extensive working experiences in Financial, Management Accounting & Budgeting, Treasury functions, process-flow & due diligent review in leading US / Europe MNCs and local listed company ( i.e. Headquarter role in HK of Noble Group Ltd; Regional Head Quarter in Asia Pacific of Philip Morris Asia Ltd), Solid knowledge of US GAAP and IFRS.

Meticulous, quick-witted, excellent team collaboration, communications and interpersonal skills

Dynamic, proactive, result-oriented, mature and committed.

Fluent in English, Mandarin, and Cantonese.

Able to work under pressure and independently with strong strategic, analytical and problem-solving skills.

Knowledge in IT controls & security with exposure to integrate financial and ERP systems such as Wallstreet Treasury System, SAP, Oracle, SAP, SUN and electronic banking systems, HSBCnet, CitiDirect, 360T FX Trading Platform and Bolero LC system.

Proficiency in FP&A, HQ & Regional Project Management, Team Management, Value Engineering, Business Planning, Compliance, Leadership

Ability to operate independently with attention to details under tight deadlines without sacrificing the business big picture.


Project Consultancy as Director of an International Hospitality Group 6/2019 – 10/2019

Key responsibilities:

Provide overall strategic management to improve cash liquidity and accelerate a sell proceeds of ownerships for the hotel group

Accomplishments: -

To accelerate a successful Deal sold and completed on Oct 31, 2019 at couple billions HKD, it’s recorded and reported as the biggest deal in 2nd half year 2019

Had discharged & passed my directorship duty to the buyer on Oct 31, 2019

Walkershop Footwear Ltd 7/2018 – 6/2019

(Listed in Hong Kong. Development and retailing of a diversified range of footwear products)

Key responsibilities

Position: CFO / Group Financial Controller (The Greater China)

Reasons for leaving: Lack of a good career prospect- The new investor pulled out his investments; the senior management decided to close the e-commerce /on-line business platform.

Provide overall strategic management of the accounting and finance functions

Oversee and fully responsible for the cost and operational finance, to monitor and evaluate the business performance and provide strategic advice to the Senior Management.

Supervise and lead the production and manufacturing, Financial Reporting Consolidation, AR Reconciliation and Variance Analysis commentaries .

Lead the finance team to provide forward-looking and actionable financial information in comply with local listing rules and regulations of which creates the framework for better decision making.

Own and drive the Investor Relations in financial planning, taxation, treasury funding and modeling for the company via M&A, business and shops expansions and shareholdings structuring.

Oversee company secretarial tacks to compliance with statutory policies.

Support and control operational units to align and achieve the group level budgets and financial targets.

Budget, forecast, control and help oversee current and future investments

Lead, manage, and hold others accountable for P&L results and execution-to-plan

Direct and review accounting and operating policies, procedures and internal controls

Oversee all fiscal reporting and supervise the IT team about system migration and upgrade within the company

Identify and manage business risks and insurance requirements

Ensure regulatory compliance with regards to statutory law, tax savings and exposures and financial regulations

Recruit, supervise, and mentor skilled accounting and finance staff with HR and payroll schemes.

Formulate and execute the strategic financial planning and business plan

Treasury and Cash management and related matters with Bankers.

Manage CAPEX and fixed assets management accounting

Lead and implement professional training development for teams

Provide advice to the Board from financial perspective to drive the growth for the Group.

Accomplishments: -

Coordinated and took the lead to open 4 HK outlets with 4 times higher the Revenues.

Re-established the e-commerce and on-line business.

Re-engineering and restructuring for HK and China, eliminated 20% and 10% headcounts and warehouse costs in HK and China respectively.

Delmar Group 2/2011 – 11/2017

(Global leader with HQ in Canada, air/sea freights and logistics solutions to clients worldwide)

Position: Regional Financial Controller (Asia Pacific)

Reasons for leaving: After the successful implementation of Microsoft Dynamic AX system (Accounting) & Cargowise (Operation) in Asia, the regional role has shrunk. Senior Management decided to downgrade & restructure the regional office's operation.

Key Responsibilities

Lead and supervise accounting team in Asia Pacific to provide full range of cost accounting & management accounting and financial services, Internal control processes; prepare financial statements & management reports to the Canada (HQ) office

Successfully roll-out and implemented Dynamic AX (accounting system) and CargoWise Trading platform.

Undertake audit assignment for development projects in Mainland China, M & A in Asia.

Ensure the Financial Reporting is compliance with International IFS and local government rules and regulations.

Oversee company secretarial tacks to compliance with statutory policies.

Manage the group's Treasury function, cash funding, forecast and bank loan facilities.

Monitor the transfer pricing, FX hedging and exposure

Supervise and lead the Financial Reporting Consolidation, AR Reconciliation and Variance Analysis commentaries.

Perform the workflow enhancement via ERP and due diligent review

Perform the tax planning and evaluate the tax treaties among Asia Pacific

Participate as a key role for the M & A projects in Asia (i.e. Vietnam, ISC countries. Korea).

Maintaining effective relationships with government officials, the tax bureau and third party professionals.

Track records with tremendous experiences work closely with sales and marketing head to derive forecast and actual performance review.

Closely work with company secretarial services for successfully setting up of local and offshore companies.

Work closely with the Boards to plan & execute business plans/strategy for the Group

Manage a great relationship with key financial and non-financial stakeholders

Manage the finance policies and procedures, tight controls and reporting system

Provide leadership, support the Group CEO, CFO & MD, and work closely with the Directors to develop and implement strategies across the group companies, and perform insightful evaluation of short and long term strategic financial objectives.

Provide high quality strategic initiatives and direct functions such as planning, budgeting, accounting, tax, treasury, information systems, investor relations, public relations, company secretary, insurance activities, and various administrative and corporate services for the Group.

Accomplishments: -

Developed and implemented a sound pricing and services strategies, via out-source the in-house warehousing and transportation, successfully increase the firm's GP > 70% & cost savings 70%.

Business development (M&A) in Vietnam and open up new markets for trade.

Tax planning and appeal for tax saving of multi million US dollars.

In charge of an arbitration/court case in Shanghai & recovered nearly 2 million HK dollars from a shipping claim.

Expansion of businesses in Thailand, Philippines, Cambodia, India, Pakistan, Sri-Lanka, Bangladesh, Brazil.

Regional leading role for implementation of Microsoft Dynamic AX & CargoWise systems,

Participate and take the lead in the areas of shares buyback, re-organizing group of companies.

Improved alignment of merchandise with numerous defined markets resulting in sales at 130% of budget and 123% of pre-tax profits

Worked closely & providing advice with local accountant and tax bureau regarding the tax reform of replacing Business Tax (BT) with a Value Added Tax (VAT) for the transportation, asset leasing and modern services sectors in China.

Noble Group Ltd. 12/2007– 12/2010

(Listed in Singapore Stock Exchange. Global Supply Chain Leader, Conglomerates Commodities)

Position: Treasury Manager, Head Quarter

Reasons for leaving: has hit career ceiling – senior management are all expats

Key Responsibilities

Managing a global cash management system and banking infrastructure, lead group- wide projects and manage the group office cash flow reporting and forecasting

Manage corporate debt liquidity and maintain cost-effective financing for corporate improvements. Negotiating load agreements to minimize funding costs.

Participate in the process of $2.4b Syndication Loan, which won the best 2009 Asian Syndication Loan Award.

Assist the Head of Group Treasury with development of new strategies and structures to optimize the purchasing of new banking services and new custody service providers

Monitoring and managing FX Hedging and foreign exchange rate risk for the group by understanding where it exists, how it arises and ensure properly reported in monthly.

Accomplishments: -

Participate in the process of $2.4b Syndication Loan, which won the best 2009 Asian Syndication Loan award,

Possess a strong track record of skills & techniques, focused on the delivery of treasury and cash management solutions for internal and external parties

Successfully led the treasury staffs to fully implement 3 phases of Treasury Management System.

Successfully led the FX Traders to fully implement FX platform in a Global basic.

Successfully led the Derivative controls team, clearing and settlement team to undergo an automatic matching tools for FX deals and confirmations.

Philip Morris International Inc. 5/1993 – 4/2007

(Listed in USA, international tobacco, F&B, FMCG in over 160 countries.)

Reasons for leaving: career development after 14 years, would like to explore other industries

Position: Treasury Analyst (2005-2007)

Drive the Cash Flow Key Performance Indicator (KPI)

Manage the cash flow projection, to strengthen the cash & funding management

Maintain intercompany loans and raise proposal for funding arrangement with region and affiliates.

Participate the M&A process

Manage the Treasury risk within the Regional & Entity Level

Successfully implemented HSBCnet in HK and some Asian Countries.

Position: Accounts Payable–Accountant (2003-2005)

Maintain high standard of Accounts Payable functions

Successfully set up and design proper procedure for the implementation of e-expenses statement

Position: Financial Reporting – Accountant (2000-2003)

Review and analysis of financial statements and periodic reports of HQ and Asia Pacific affiliates

Ensure the financial results and inventory accounts are in compliance with US GAAP.

Successfully enhance control awareness, provide assistance to affiliates on the interpretation and application of PMI and regional policies and procedures.

Position: Budget and Management Reporting – Accountant (1993-2000)

Prepare the budget and management reports and quarterly financial projection

Coordinate and liaise with market finance and relevant teams.

Assist to develop market dynamics in monitoring the market OCI result

Successfully to produce a monthly and ad hoc reports for regional management.

Accomplishments: -

Successfully minimize the foreign exchange risk

Properly enhance the process flow FC Monthly Filing Report

Successfully implementation of HSBCnet in HK and some Asian countries

Successfully implementation and centralization of Forex and Money Market trading.

Successfully acquired the target Tobacco Mfg. Company in Pakistan.

Successfully set up and design proper procedure for the implementation of e-expense statement

Ensure payments are made efficiently and effectively

Successfully enhance control awareness, aid affiliates on the interpretation and application of PMI and regional policies and procedures.

Successfully help to resolve affiliates’ issues raised by PMI HQ and communicate with them for proper accounting treatment and standard.


Expected: Negotiable

Target: As being a highly accomplished Senior Finance Executive and Strategic Business Partner to bring in the best practice and add value to improve financial performance, cashflow, corporate governance, internal control and procedures for a long-term profitable growth of the Corporation.

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