As Squared-X's CFO, I cover the following areas: 1. Management of internal and external accountants/ data analysts to obtain real-time information about the company's financial health;2. Liaise with external financial stakeholders (investors, lenders, etc.,) and raise funds to maintain/accelerate business growth3. Coordinate major projects and determine time of financing4. Business account management5. General operations

Account manager liaising with large-scale Solar/BESS projects in Australia and New Zealand.Negotiating with relevant stakeholders

Review of historical and current financial planning advice, and determining the appropriateness of individual cases in line with relevant regulations and financial institutions' internal guidelines. Advice includes, but was not limited to basic investments, insurance, superannuation, margin lending, SMSF, etc.

Responsible to migrating data from UBS to Crestone following the business takeover in Australia. Data entry, client information processing and reconciliation

Responsible for reviewing public companies' annual reports according to relevant laws and regulations, and writing auditors' opinions for each company reviewed

Responsible collecting and analysing financial data, writing and reviewing research reports

Preparation of economic and econometric projects with supervisors for clientsEstablishment of econometric methodologies and models to evaluate historical statisticsWriting literature reviews

Establishing and maintaing a customer baseMonitoring and reporting sales to senior managementConsulting with past and future clients to discover new opportunities for making salesCoordinating the customer loyalty and referral programsDaily operations and administration

Preparation of food in a hygienic and timely manner;Coordination of kitchen activitiesReporting any issues to managers on dutyTraining of new team members