Ellen (Liping) Gong, M.Fin., Cma(Us), Cfp, Pmp Email & Phone Number

Markham, On, Ca

Markham, On, Ca

Greater Toronto Area, Canada

Dual licensed(IIROC for Investments & LLQP for Insurance) in Ontario. 1. Provided financial planning advisory services to individual clients and small business owners, including retirement planning, education planning, risk management, tax planning and estate planning 2. Products & Solutions – RRSP/TFSA/Non-Reg/Trust/RESP/RDSP; Life(Term & Permanent)Insurance, Critical Illness Insurance, Disability Insurance, Long Term Care, Travel Insurance, Health & Dental Insurance; Banking solutions including RRSP Loan, Mortgage & Loans(referral)

Markham, Canada Area

Provided full suite financial advisory and investment recommendation services to individual families and small business owners on their financial goals in different life stages – retirement / post-retirement, education, insurance protection, tax efficiency, and estate considerations

155 Wellington, Toronto

Provide Analytical and Advisory Service on E2E General Ledger Reconciliation Program:1. Provided comprehensive advisory service on E2E General Leger Reconciliation & Attestation process covering multiple business platforms and complex product lines. This includes Process Mapping, Attestation Document Standardization, Process Health Review, Risk Assessment and Remediation on marginal processes2. Performed value-added process review with findings and recommendations to help clients assure and enforce solid general ledger balance attestation process. Scope included multiple Business units, such as Canadian and Caribbean Personal & Commercial Banking, Wealth Management, Capital Market, and Insurance. Obtained good recognition from multiple Finance clients including Statutory & Regulatory Reporting, Finance Shared Service, T&O Finance, and Functional Finance

Toronto

1. Act as PMO to assist Managing Director and functional directors on Project Portfolio strategic planning, forecasting and performance reporting, change management and process re-engineering 2. Supported on capital market wholesale Finance IT projects’ life cycle execution including prioritizing, tracking and reporting on critical projects, managing project resources spend, and conducting compliance and performance review3. Define optimal models, templates and practices aligning with project portfolio strategies

Great starting point to gain experience in Financial Services Industry. - Managed financial analysis, reporting and governance for Loyalty program, including IFRS compliance.

Gained treasurable Canadian experience through this practice firm sponsored by Ontario government

Integrated Supply Chain(Shenzhen, Prc)

Led several teams successively on below mandates: 1. Strategic costing for new product development and Lean Six-sigma - green belt projects; 2. Process re-engineering and optimization, including business transformation;transactional accounting and treasury cashflow forecasting; 3. E2E financial operational support and post-sales governance for commission purpose

Integrated Supply Chain (Shenzhen, Prc)

Acted as advisor and key communication window to define budget, build up forecast, report performance, troubleshoot exposure and risk, coordinate multi-functional stakeholders to setup sound solutions, monitor continuous improvement and attainment of targets. Mandates included:1. Strategic pricing, profitability modeling, sensitivity analysis and risk assessment; 2. Financial planning and control on ISC site Inventory management ($3B)3. Warranty cost (Contingency Liability) controlling, warranty term review for cost optimization opportunity and negotiation for Global clients;

Integrated Supply Chain(Shenzhen, Prc)

Progressive Corporate Finance experience on Cost accounting, Financial Plan&forecast, and Performance Reporting. Mandates included:1. Cost Engineering (standcosting in SAP with $4B revenue base) and variance analysis; advised procurement to drive cost competitiveness2. Budgeting (Annual Fall Plan) and forecasting (Monthly & Quarterly) using Top-down / Bottom-up method; coordinate performance review with Function Heads (Manufacturing, Procurement, HR, Logistic and IT); coordinate monthly closing (GL mapping, reviewing accruals, Hyperion adjustment) from reporting view3. Optimization (budgeting and planning system automation / data warehouse implementation) and Transformation (2004 PC segmentation)

Master Of Finance

Business Law Course

Bachelor, Finance