• Reporting to the President/CEO, led a 3-person finance team managing day-to-day financial requirements including cash management, A/P, A/R, FX and payroll.• System implementation: co-lead a senior operations team to select, configure and implement a new ERP system -- “NetSuite”.• Post-acquisition management: responsible for integrating the finance operations with a newly-acquired company.

• Reporting to the Controller, mainly responsible for month-end preparation of project revenue & cost deferral/accrual, timesheet cost reallocation, intercompany reconciliations, etc.• Developed and maintained 10+ financial reports and performed monthly analysis (i.e. variance, trend, ratio) to identify operational issues and control deficiencies.• Redesigned annual financial budget and strategy plan of all BUs by incorporating new budgeting concepts and integrating with historical… Show more • Reporting to the Controller, mainly responsible for month-end preparation of project revenue & cost deferral/accrual, timesheet cost reallocation, intercompany reconciliations, etc.• Developed and maintained 10+ financial reports and performed monthly analysis (i.e. variance, trend, ratio) to identify operational issues and control deficiencies.• Redesigned annual financial budget and strategy plan of all BUs by incorporating new budgeting concepts and integrating with historical actual-vs-budget variances.• Delivered comprehensive pricing and cost analysis for new business models to facilitate the decision making of acquiring new client business.• Project team member in the implementation of new HCM/Payroll system -- “Ceridian Dayforce”. Collaborated with IT to resolve 10+ critical issues in finance-related modules, and designed Excel templates with automations to reduce 90% of manual work in G/L posting.• Worked closely with public accountants to assist with annual audit review by providing timely response to all types of inquiries. Show less

• Prepared weekly cash flow forecast report and sales forecast report by integrating with real-time financial updates in projects and opportunities in Salesforce.• Served as System Administrator to carry out the implementation of new Accounting system -- “FinancialForce Accounting (FFA)”.• Accomplished data migration of 50,000+ history transactions (18 months) from QuickBooks into FFA with 100% data accuracy and integrity.• Designed and customized 30+ validation rules via Force.com… Show more • Prepared weekly cash flow forecast report and sales forecast report by integrating with real-time financial updates in projects and opportunities in Salesforce.• Served as System Administrator to carry out the implementation of new Accounting system -- “FinancialForce Accounting (FFA)”.• Accomplished data migration of 50,000+ history transactions (18 months) from QuickBooks into FFA with 100% data accuracy and integrity.• Designed and customized 30+ validation rules via Force.com Apex code to achieve systematic verification for all transactions in FFA, reducing users’ error rate to almost 0%.• Streamlined payroll processing procedures by creating various automation techniques, leading to 40% increase in efficiency.• Continuously improved the integration between FFA and Salesforce (i.e. project close-off, invoice generation, actual-vs-budget dashboard). Show less

• Engaged in Group Reporting Audit for 3M China and 30+ financial statement audits for clients in various industries, with audit exposure of US GAAP and IFRS.• Initiated GAAP mapping spreadsheets for 13 entities under 3M China and conducted SOX 404 assurance engagements for two consecutive years.• Evaluated clients’ compliance to accounting practices. Presented audit findings to managers, and assisted in preparing audit reports and related materials for disclosure purpose.• Assessed… Show more • Engaged in Group Reporting Audit for 3M China and 30+ financial statement audits for clients in various industries, with audit exposure of US GAAP and IFRS.• Initiated GAAP mapping spreadsheets for 13 entities under 3M China and conducted SOX 404 assurance engagements for two consecutive years.• Evaluated clients’ compliance to accounting practices. Presented audit findings to managers, and assisted in preparing audit reports and related materials for disclosure purpose.• Assessed six core Internal Control cycles in a first-time audit engagement by executing 30+ walk-through tests and 800+ sampling tests, and identifying 10+ critical control deficiencies.• Conducted payroll audit for a group company with 21 entities. Recalculated salary accrual of 700+ employees and identified understated liabilities of RMB 11M (CAD $2.2M).• Rated as “High Performer” in 18 projects among all the 22 audit engagements. Show less