Nathan C. Email & Phone Number

Taiwan & United States

Taipei City, Taiwan

Taipei City, Taiwan

• Ensure financial activities complies with accounting and financial accounting strategy.
• Support actual reporting, budget, and forecast.
• Support business campaign, cost management, project, and product review.
• Support Retail Product & Segment (RP&S) Business for strategy development and achieving goals in financial perspective.
• Track financial KPI and performance analysis on RP&S (NIM analysis).

Hong Kong

• Assisted with client and project due diligence.
• Established internal operation processes.
• Managed complex and frequent travel arrangements.
• Maintained liaison with Fund Managers, Investors and Project Managers.
• Prepared monthly, quarterly and annual reports to management to identify key performance indicators.
• Performed trend analysis through extensive research,investment statements and prepared ad-hoc reports for Clients and Project Managers.

Taipei City, Taiwan

• Maintained ledger integrity for group and local accounting.
• Managed team of four responsible for project execution and maintenance.
• Prepared transaction reports and commentaries for various business functions to assist with decision-making process.
• Planned and executed automation for multiple Business As Usual (BAU) projects to increase reliability in addition to saving the team over four hours per day.
• Reviewed, identified and escalated potential erroneous and suspicious high-risk transactions directly to the CFO, Head of Financial Markets, as well as Product Control team.

Taipei City, Taiwan

• Coordinated logistics for domestic and international shipments, Shipper’s Export Declaration (SED) Automated Export System (AES) proof of filing citation, Internal Transaction Number (ITN).
• Maintained supply records, shipping, receiving, inventories.
• Monitored, reported and reviewed daily inventory.
• Organized, maintained and optimized inventory for efficient storage and handling.
• Provided exceptional customer service.
• Resolved inventory discrepancies, problem orders, and intercompany transfer issues.

Taipei City, Taiwan

• Assisted to prepare, analyze annual reports and financial statements to facilitate financial planning.
• Collected and analyzed data to assess potential deficient control, fraud, and breach of regulation.
• Performed audit-related tasks for clients in Venture Capital and Manufacturing industries.

Seattle, WA

• Club external affiliations.
• Collaborated with government representatives.
• Edited promotion videos.
• Internal affairs.
• Organization planning and advancement.
• Oversaw events.