Annie Chi Email & Phone Number

Taiwan

• Act as an Executive Assistant to President, and serving as the primary point of contact for internal and external constituencies on all matters pertaining to the Executive Office.• Manage a variety of projects for the President, and facilitate the President's ability to effectively lead the management committees and the executive team members. • Assist in coordinating the agenda of senior management meetings, and review / monitor related meeting minutes, memos, and reports, while… Show more • Act as an Executive Assistant to President, and serving as the primary point of contact for internal and external constituencies on all matters pertaining to the Executive Office.• Manage a variety of projects for the President, and facilitate the President's ability to effectively lead the management committees and the executive team members. • Assist in coordinating the agenda of senior management meetings, and review / monitor related meeting minutes, memos, and reports, while provided insightful information and expectations to the President to aid in decision making.• Review financial statements, budgets, and operation reports to help the President/CEO determine whether the company and its subsidiaries including Life Insurance, Property and Casualty Insurance, and Asset Investment are operating efficiently and effectively based on the International Financial Reporting Standards (IFRS) and legal requirements.• Participates in formulating and administering company policies, while coordinating all cross departmental operations to develop and implement business objectives and key results to meet strategic goals.• Support resolveing business-related issues and contingency to ensure minimum costs and prevent avoidable risk. Show less

Taiwan

• Was temporarily rotated to the function of Product Development & Actuary (direct report to the functional head) to practice and learn Assets and Liabilities Management (ALM), pricing model of insurance products, policy reserve, and related regulations and compliance issues. • Acted as an in-house financial advisor, and trained the functional colleagues about the cross impact between assets allocation and financial results.

Taipei City, Taiwan

• Acted as the Department Head of Financial Performance Management, and led 5 divisions with 30 Financial and Accounting professionals to perform business analysis by different channels and investment portfolio, expenses and capital investment management, budgeting & forecasting, and environmental screening including competitive analysis.• Developed and implemented business performance management policy and measures including fund transfer pricing and capital costs charging mechanism. •… Show more • Acted as the Department Head of Financial Performance Management, and led 5 divisions with 30 Financial and Accounting professionals to perform business analysis by different channels and investment portfolio, expenses and capital investment management, budgeting & forecasting, and environmental screening including competitive analysis.• Developed and implemented business performance management policy and measures including fund transfer pricing and capital costs charging mechanism. • Oversaw and participated in budgeting processes including but not limited to strategic planning, objectives cascading, and financial indicators and targets setting.• Presented financial reports to board chairman, executives, and stakeholder in formal meetings.• Acted as a liaison and reported financial performance to the parent company, while consolidated the financial results of the subsidiaries. • Conducted ad-hoc simulation analysis of financial impacts caused by regulations change or competitors’ behaviors. Show less

Taipei City, Taiwan

• Supervised two Divisions of Sales Channels Analysis(通路分析處) and Integrated Financial Information(營運暨預算管理處) with total 15 Financial & Accounting staffs. The essential duties of the two Divisions were managing sales channels performance and consolidation of the company budget and financial statements for the management reporting pack respectively.• Oversaw preparation of the monthly management reports, and managed the monthly variance analysis and provided commentary on the financial… Show more • Supervised two Divisions of Sales Channels Analysis(通路分析處) and Integrated Financial Information(營運暨預算管理處) with total 15 Financial & Accounting staffs. The essential duties of the two Divisions were managing sales channels performance and consolidation of the company budget and financial statements for the management reporting pack respectively.• Oversaw preparation of the monthly management reports, and managed the monthly variance analysis and provided commentary on the financial performance.• Performed budget management, includes annual budget, rolling forecast and monthly forecast with rationale check and analysis. • Administered financial database and monitored the financial reporting processes to ensure consistency, security, and accessibility in accordance with corporate governance, compliance, and users’ requirements. • Conducted cost-benefit analysis for marketing campaigns, agency office relocation, and the other selected projects.• Acted as a business partner to deliver financial consultancy services and training courses for stakeholders (e.g., managing expense margin, analyzing IFRS 9 impacts).• Participated in IT system projects including ERP and BA (business analysis) for improving operation processes and data analytics model for decision making. Show less

Taipei City, Taiwan

• Supervised a team with total 9 Financial & Accounting staffs and in charge of performance management for 8 overseas branches/subsidiaries, and consolidated financial figures for wholesale banking.• Delivered month-end closing from flash to actual with variance analysis in third working day.• Transposed figures from accounting reports to managerial reports by 10th working day including funding usage/supply, profit sharing with other units, referral contribution (shadow expression)… Show more • Supervised a team with total 9 Financial & Accounting staffs and in charge of performance management for 8 overseas branches/subsidiaries, and consolidated financial figures for wholesale banking.• Delivered month-end closing from flash to actual with variance analysis in third working day.• Transposed figures from accounting reports to managerial reports by 10th working day including funding usage/supply, profit sharing with other units, referral contribution (shadow expression), cost allocation from supporting units to front office based on involvement, and capital usage per their risk weighted assets (RWA) consumption.• Performed five year plan, including financial budgeting and capital expenditures.• Conducted monthly forecast and render issues against potential risk/opportunity.• Estimated Economic Profit (EP) bonus based on pre-defined rule and reflect to expenses accrual.• Reviewed the details of RWA by product line and risk type regularly in order to find the way for capital saving.• Applied RWA into performance evaluation in align with BUs’ performance incentive scheme (EP and Economic Value Added, EVA).• Refined existing performance management mechanism from time to time.• Managed Ad hoc projects:1). Selected as an internal lecturer to teach performance management for the Management Associate and Trading Associate.2). Conducted financial simulation according to new investment project or strategy change. Show less

Taipei City, Taiwan

Executed financial analysis and performance management of wealth management and person loan for individual clients, wholesales business for corporate customers and proprietary trading of company-owned position as well as treasury biz for capital markets.• Administered financial and operational budgeting and measuring performance against established KPIs and resource allocation.• Performed month-end closing process from flash to actual, while maintained the consistency of financial… Show more Executed financial analysis and performance management of wealth management and person loan for individual clients, wholesales business for corporate customers and proprietary trading of company-owned position as well as treasury biz for capital markets.• Administered financial and operational budgeting and measuring performance against established KPIs and resource allocation.• Performed month-end closing process from flash to actual, while maintained the consistency of financial and managerial reporting.• Executed monthly and annual management reports with different perspective, e.g. channel, product and customer segments, as well as conducted gap analysis with commentary.• Developed the management information system (Hyperion) to enhance our reporting efficiency and accuracy; worked closely with consultant team from spec discussion to project go live • Implemented and rolled-out the financial accounting system (SAP CO module) to overseas branches in New York and Vietnam.• Constructed a model to evaluate interest impact (also known as interest sensitivity analysis) if CBC adjusts the base rate or marketing units adopt campaign for deposit taking.• Work closely with HR department and developed various sales incentive scheme based on sales force level as well as revenue contribution.• Acted as a team lead to coach junior Finance professionals.• Ad hoc project:1). Collaborated with McKinsey & Company to identify the branch value, including positioning, profitability diagnostic and branch grouping as to set different goals and business model for them.2). Conducted project analysis and evaluation for launching new products and opening new channels.3). Implemented ABC (Activity-Based Costing) for back office service rendering. Show less

Taipei City, Taiwan

Built up a management information system for operation phase and various projects analysis to support top level’s decision making.- Assisted to organize the roles and responsibility for the Management Accounting Department.- Involved the implementation of operation systems that consist of patronage and revenue management system, scheduling system, and maintenance asset and work management system.- Participated the ERP project in Finance & Accounting team and Logistic team as… Show more Built up a management information system for operation phase and various projects analysis to support top level’s decision making.- Assisted to organize the roles and responsibility for the Management Accounting Department.- Involved the implementation of operation systems that consist of patronage and revenue management system, scheduling system, and maintenance asset and work management system.- Participated the ERP project in Finance & Accounting team and Logistic team as well as responsible to functionality definition, master files design and be a trainer candidate. - Conducted more than five investment projects analysis, such as ticket fare setting, operation impact about the delay of night maintenance (on the contrary, maintenance impact if the delay of night shift), and cost-benefit analysis in sweeping train purchasing.- Conducted the management information design including allocation rule design, KPIs define, monthly report content, etc. Acted as a contact person with external stakeholders (e.g. consultants) as well as internal parties in the development of management information. Show less

Taipei City, Taiwan

Performed strategy analysis and financial planning & controlling for the Executive board.• Assisted to plan “strategy and long-term and mid-term operational position”. Map processes, collect, analyze, and interpret industrial and competitors’ information for CEO to develop action plan.• Prepared budget and forecast on the basis of strategy and action plan.• Reported to head quarter regularly about latest operational results and commentary.• Acted as a liaison with group… Show more Performed strategy analysis and financial planning & controlling for the Executive board.• Assisted to plan “strategy and long-term and mid-term operational position”. Map processes, collect, analyze, and interpret industrial and competitors’ information for CEO to develop action plan.• Prepared budget and forecast on the basis of strategy and action plan.• Reported to head quarter regularly about latest operational results and commentary.• Acted as a liaison with group subsidiary and give support per request; prepare subsidiaries’ monthly operational and financial results and some concise analysis to the management.• Performed monthly, quarterly and annual operational analysis, including not only financial and operation analysis but also industry analysis, personnel productivity, etc.• Led various projects:1). Built up profit center mechanism for performance evaluation for each business line 2). Initiated and implemented Balanced scorecard (BSC) to instead of traditional performance measurement.3). Initiated Economic Value Added (EVA) model aligned with BSC performance & reward system.4). Participated business process reengineering program. Show less