Bin Chen Email & Phone Number

Halifax Regional Municipality, Ns, Ca

Shanghai, China

• Kept financial records, established and balanced various accounts, maintained general ledgers, and prepared financial statements, summaries, and other cost-benefit analysis reports• Prepared investors, compliance, statistical, and management reports• Collected, examined and analyzed the financial information of portfolio companies• Tracked and managed portfolio companies in their business development and exit strategy• Assisted in the Funds’ fundraising process, distribution, payment and Capital Calls• Coordinated auditing, compliance and tax filings• Discussed with the investment team on investment decision and valuation process• Reported to the CFO in evaluating financial reporting systems, accounting procedures, control implementations, and investment activities• Participated in the preparation of the business budget, projections and analysis

Shanghai

• Planned, organized, directed, controlled and evaluated the operation of the financial department• Reviewed the accuracy of accounting records to ensure their compliance with accepted policies and procedures• Monitored monthly, quarterly and year-end close for statutory and management reports• Coordinated the annual audit process and prepared annual accounts according to local GAAP• Prepared and reviewed statutory tax compliance matters• Evaluated financial reporting systems, accounting procedures and investment activities and recommended changes to procedures, operating systems, budgets and other financial control functions to the CFO

Shanghai, China

• Provided comprehensive financial, tax, and payroll services to a diverse clientele including consulting, trading, and retail companies• Conducted internal audits and financial consulting, significantly improving clients' operational efficiencies and compliance

Shanghai

• Perform Financial Statement Audit and Internal Control Testing Understood the client's business, summarized significant business strategy and critical process, recognized strategy or process-related risk and risk control, evaluated control extent, and tested both designing and operating of the control Performed financial analysis on key performance indicators Provided suggestions regarding potential operational performance improvement• PRC, IFRS and US GAAP financial reporting Audited the financial statements prepared in accordance with different accounting standards as PRC, IFRS and US GAAP etc. Drafted auditors’ report and prepared financial statements with notes in accordance with various accounting regulations and standards• Team leader Communicated with clients' finance, production, purchase and sales department etc; and management team such as General Manager, Finance Controller etc. To supervise and control team members' work

Xi'An

Master'S Degree, Finance

Activities and Societies: Selected Participant, 2024 Global Assets Management Education Forum, in New York

Bachelor'S Degree, English Language And Literature, Tourism

First-class scholarship, the title of “Student Model” and Excellent Graduate of the University