RECRUITER SUMMARY

XXX

Project Manager

Financial/Risk/Compliance Professional with more than 10 years of experience providing successful project management, financial analysis, and operation optimization.

— Key Qualifications —

• Proven ability to monitor and enhance business performance/governance through project management and transformation of core IT system development business.
• Adept in budgeting, forecasting, and strategic planning, utilizing advanced industry experience to provide vital knowledge and respected advice.
• Highly-skilled team leader aptly manages multifaceted teams to ensure accuracy, timeliness, and companywide success.
• Well versed with multi-cultural, global organizations with a matrix structure.
• Devoted to personal and professional growth, continuously pursuing further education and knowledge.
• Fluent in English, Cantonese, and Putonghua.
• Proficient in UNIX, Linux, Windows, Microsoft Word Suite (Excel, Word, PowerPoint), Minitab, Matlab application, SAS, R, ERP, MS Access, Lotus Notes, VB, JAVA, SQL, Reuters, Bloomberg, Linedata, Sophis, Factset, and B/O.

Self-Employed – Hong Kong

XXX 2017 to Present

Provided business consultancy service to XX and XXX in Hong Kong which included any business development, governance policies and resource allocation. Deep dive any kind of problems within the corporate level, assisted them to achieve an optimal solution to tackle any business / public matters. Acted as a subject matter expertise to advise clients with a top-tier professional advisory and consultation service.

Selected Contributions:

• Hired as a project management consultant to handle a business development project within southeast Asia region in a multinational insurance company. This is a new coverage of a brand new business centre in the city, which involved pipeline management, created operational and financial platform, prepared steering committee (sales related) presentation deck, IT system implementation, project budgeting, long-run/short-run strategic planning for the entire project. Successfully completed the project within limited time-frame.

XXX – Hong Kong

SOX Control Project Manager, 2016 to 2017

Provided vital project management and coordination for the XXX finance team, managing the global progress and control of process standardization and optimization. Reviewed and validated near shore work, including understanding limitations of applicable standard processes and adjusting project to resolve issues. Analyzed consistency between budget trends and project requirements to ensure cost effectiveness. Developed expansive valuation and product control, deepening knowledge of Financial Markets and risks, such as products traded, associated risk, accounting principles, and valuation techniques.

Selected Contributions:

• Overtook complete ownership and accountability for deliverables and relations with Front Office, consulting daily with key team members to identify risk indicators.
• Analyzed and validated 95% of controls, ensuring they met internal control framework.
• Collaborated with Global SOX team to prepare process and control validation workshop, process designed authority, working group, and all other SOX related issues.
• Performed detailed analytic support, initiating resolutions for ad-hoc issues.

XXX – Hong Kong

Analyst, 11/2015 to 08/2016

Conducted high-level analysis of revenue, credit, expenses, and overhead. Supervised A/R and A/P progress and calculations. Developed and generated various financial reports for executive use, including daily P&L, attribution, open position, and more. Coordinate trades, payments, and settlements with third-party vendors, outsourced middle office, and administrator. Analyzed daily valuation and monthly reconciliation of NAV with fund administrator. Calculated fair value adjustments, independent price verification adjustments, and prudent or additional valuation adjustments.

Selected Contributions:

• Conducted micro/macro-economic analysis, researching comparable sectors and companies for potential investment opportunities.
• Provided monthly FRR regulatory reports, identifying and resolving ad-hoc issues when found.

XXX – Hong Kong

Financial Manager, 01/2014 to 10/2015

Provided detailed Financial Analysis for all in-scope agency, providing a reliable financial solution. Conducted full-cycle sales, monitoring clients from inception to satisfaction. Gathered and organized financial data from all fiscally related departments. Compiled and analyzed financial reports, identifying and resolving discrepancies. Devoted time to general ledger management, risk identification, and accurate data entry. Produced detailed forecast models for revenue changes and expenditure increases/decreases.

Selected Contributions:

• Identified areas of insurance product cross-selling opportunities based on needs analyses, including Life, Non-Life, and investment link policies. Provided management reporting to senior management weekly, set as a  bridge between sales force and senior management.

XXX – Hong Kong

Product Controller, 02/2007 to 07/2007

Collaborated with senior product controllers during exotic derivative product valuation control. Prepared month-end equity finance movement reports, reconciling, analyzing, and investigating discrepancies. Supported and resolved FX, yield curves, and underlying price feed issues.

Selected Contributions:

• Generated accurate and detailed daily, weekly, and monthly portfolio PNL attribution and market risk exposure reports for senior executive use.

Certificate in Financial Risk Management

Informatics Professional Development Centre (2005), GARP FRM1 (2010)

Bachelor of Science in Applied Economics, Actuarial Science, Minor in Applied Mathematics (Honors)

XXX university (1999 - 2003)

 CFA Preparation Course

Toronto Society of Financial Analysts (2003)

CGA Canada

Student Member (since 2008)