Versatile Senior Manager specializing in [Area] and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with free exchange of information. Pursuing new professional challenges with a growth-oriented company.
Overview
23
23
years of professional experience
1
1
Certification
1
1
Language
Work History
Senior Manager
Paris Management Consulting, BNP Paribas Cardif
10.2014 - Current
Lead a four people team in charge of accounting, treasury, tax, and financial reporting
Expand the team function to cover new and challenging tasks, including new system implementation, process automation, financial analysis, and operating expenses management
Responsible for Operating Expense Management for related companies of Taiwan BNP Paribas Cardif
Built up expense control and purchase review mechanism
Created expenses management mechanism to assist function head to monitor expenses closely and effectively
Achieved group’s expenses control target every year
Lead the Expense Budgeting Process of Taiwan BNP Paribas Cardif
Design and execute the annual expenses budgeting to achieve group’s instruction
Execute rolling forecast of expenses to feedback the latest management information to group.
Manager
CTBC Life Insurance
01.2014 - 10.2014
Lead a 5 people team which is in charge of expense, cost and related tax functions
Enhance current accounting procedures to increase efficiency and solve legacy problems
Accomplish the integration of CTBC and Manulife accounting processes.
Controller, Senior Manager
Manulife Taiwan, A/L, CTBC
04.2011 - 12.2013
Rebuild and lead a 7 people team which is in charge of accounting, treasury, tax and system team
The efficiency was enhanced by reviewing and redesigning the operation process
The high turnover rate was also improved by changing the inappropriate job allocation between team members and implementing teamwork spirit among members
I was awarded 2012 Manulife Asia Division Star of Excellence for the above accomplishment
Solve legacy accounting and tax issues by communicating with Hong Kong regional office, investigating and analyzing current accounting models, as well as studying tax regulations
After this project, I enhanced the quality of financial reporting and met management's purpose
Develop accounting models and finance function for new business channel
Conduct 2012 annual business plan.
Senior Specialist
Nan Shan Life Insurance, AIG
02.2006 - 04.2011
Lead team members to coduct annual budgeting cycle and business plan from top-line through bottom line
The scope of sales budget is up to NT$438 billion and involving more than 400 agency units
Budget, analyze and control general operating expense (up to NT$8 billion) and capital expenditure
Cash flow plan and projection for the one of the biggest insurance companies in Taiwan
Implement Cognos 8 Planning system, a business intelligence system, to integrate production budget from 400 agency units and channels and to generate various aspects of budget information
Design and improve financial modeling for monthly profit estimate
Prepare profit estimate to AIG NY headquarter with supporting financial analysis
Prepare quarterly financial information on US GAAP basis for Global AIG financial statement consolidation
Participate in the Joint Venture Project for Advantech and Asustek, the leading companies in Taiwan
Analyze foreign exchange gain and loss
Hedge foreign currency volatility and frequently analyze net foreign currency position, track and manage hedging position
Prepare, monitor, and forecast monthly cash flow statement for global operations
Track overseas branches financial statements and pre-warn the abnormal financial indicator
Provide financial consulting and analysis to business managers on project basis
Coordinate with IT department, develop web based KPI tracking platform and assist the implementation of SAP payment system.
SAP Technical Consultant
Edgetech Consulting
10.2001 - 06.2002
Provide SAP customization consulting, ABAP 4 technical support and add-on programming.
Project Manager
Acer Incorporated
08.2000 - 10.2001
Coordinate resources and lead project teams to complete the development of new desktop personal computer products for Key Accounts such as Dell.
Education
Master of Business Administration (M.B.A - finance
University of Pittsburgh Pittsburgh
undefined
Bachelor of Business Administration (B.B.A - undefined
National Chengchi University
Skills
PROFESSIONAL SKILLSBudgeting and Business PlanningExpense control and analysisTax managementProject management of finance and accounting information system, such SAP ERP, Hyperion, and CognosManagement and financial reportingCash management and FX hedge
Accomplishments
US CPA (Certified Public Accountant), registered under Board of Accountancy, Washington State
Fellow, Life Management Institute (FLMI) awarded by LOMA (Life Office Management Association
Certified in Valuation Signature Program awarded by University of Pittsburgh Business School
Certification
USCPA
Timeline
Senior Manager
Paris Management Consulting, BNP Paribas Cardif
10.2014 - Current
Manager
CTBC Life Insurance
01.2014 - 10.2014
Controller, Senior Manager
Manulife Taiwan, A/L, CTBC
04.2011 - 12.2013
Senior Specialist
Nan Shan Life Insurance, AIG
02.2006 - 04.2011
Senior Financial Analyst
Advantech
09.2003 - 02.2006
SAP Technical Consultant
Edgetech Consulting
10.2001 - 06.2002
Project Manager
Acer Incorporated
08.2000 - 10.2001
Master of Business Administration (M.B.A - finance
University of Pittsburgh Pittsburgh
undefined
Bachelor of Business Administration (B.B.A - undefined