• Manage organisation’s corporate planning including short-term and long-term corporate budget• Oversee cash flow forecast, while monitoring and analysing actual result vs budget forecast• Devise and implement strategic corporate finance strategies including Initial Public Offering (IPO) plan at holding company level • Co-operate with plant and mining project subsidiaries’ management team to achieve maximum Key Performance Indicators• Evaluate investment’s day-to-day operation including production, gross profit, cash flow, and financial position• Managed politically sensitive and complex Merger and Acquisition (M&A) transaction with Mineral Mine in South Africa – Asia Mineral Ltd (AML) – negotiated share price to purchase before closing deal with signed sales and purchase agreement• Implemented efficiencies for mine to increase annual production and strengthen company’s financial position• Preparing and analysing financial reports and statements• Ensuring compliance with accounting principles, policies, and audits• Managing accounting functions such as accounts payable, payroll, and fund accounting• Participating in accounting due diligence for potential acquisitions• Interacting with key leadership and business partners across the finance function• Identifying and implementing process and performance improvements• Supervising and training accounting staff• Managing MIS projects and reporting systems

• Planned and executed overall accounting and ledger functions for pension business, life business, and shareholders’ accounting for Hong Kong Insurance• Updated and maintained financial information in financial IT systems (Sub ledger, PeopleSoft general ledger, and Finance Transformation Platform system) • Ensured robust primary data utilisation for reporting on the retirement business and regional holding company• Performed as team head of ledger accounting team of HSBC Life Insurance Company• Led and directed teams in Hong Kong and India in preparation and analytical review of financial pack and other relevant reporting schedules to support downstream management information reporting, business analysis, group, regulatory, and statutory reporting• Oversaw and steered account ownership of relevant general ledgers account reconciliation and substantiation in agreement with Group Finance requirements and accounting standards

• Managed overall finance operations of Pension business and prepared financial reports in accordance with local and Group requirements• Prepared and maintained management reports, budgeting, forecast analysis for CEO of pension business Collaborated with external auditors, MPFA, SFC, and OCI• Steered successful launch of 2 Exchange Trade Fund (ETF) funds for company and restructured fees• Performed unit fund price calculation for pension funds, published in newspaper

MPF, ORSO Pension funds valuation and financial reporting