• Finance Manager of a State-owned Enterprises listed on the Main Board of HKEX• Assistant Finance Manager of an IPO project which successfully listed on the Main Board of HKEX• EY Senior with audit experience in IPO engagements, M&A projects and listed company audit engagements• Graduated in Accounting from the Lingnan University with first class honours• Familiarised with accounting standards including exposure to PRC GAAP and IFRS• Good interpersonal and communication skills and international exposure with experience in working with different teams across the globe• International exposure with experience of working in the PRC and the US
China Merchants Port Holdings Company Limited (Stock Code: 0144.Hk)
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Finance ManagerChina Merchants Port Holdings Company Limited (Stock Code: 0144.Hk) Jul 2022 - PresentHong Kong Sar• Core member of the reporting team on consolidation system migration;• Prepared monthly and quarterly management reports and consolidated financial statements;• Prepared annual reports, interim reports and various announcements;• Prepared monthly, quarter and annual SASAC reports;• Monitored financial and operational performance of overseas projects;• Liaised with professional team on the preparation of the group’s Hong Kong tax returns;• Prepared the profit and working capital forecast; and• Liaised with external auditors and valuers on new accounting standards adoption, accounting treatments and preparation of accountants’ and valuation reports.
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Assistant Finance ManagerBeijing Enterprises Urban Resources Group Limited (Stock Code: 3718.Hk) Nov 2018 - Jul 2022Hong Kong Sar• Prepared monthly management reports and consolidated financial statements;• Prepared annual reports, interim reports and various announcements;• Prepared compliance and company secretarial related documents;• Liaised with professional team on the preparation of the group’s ESG reports;• Prepared the profit and working capital forecast for the IPO and management review purposes;• Liaised with external auditors and valuers on new accounting standards adoption, accounting treatments and preparation of accountants’ and valuation reports; and• Assigned as one of the key contact person in the IPO project to facilitate the due diligence and audit work of professional teams involved in the IPO project.
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SeniorEy Oct 2016 - Oct 2018Hong Kong• Involved in various engagements including initial public offering, VSA, VSD, major transactions, annual audit and interim review; • Reviewed the valuation and discounted cash flow forecast for investments and goodwill impairment and working capital sufficiency;• Liaised with different teams across the globe in reviewing interoffice reporting;• Liaised with other professional parties professionals including tax team, valuation team, external valuers and sponsors to facilitate audit progress; and• Prepared deliverables such as audited financial statements and assurance letters. -
Staff AccountantEy Sep 2014 - Oct 2016Hong Kong
Simon Sze Skills
Simon Sze Education Details
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First Class Honours
Frequently Asked Questions about Simon Sze
What company does Simon Sze work for?
Simon Sze works for China Merchants Port Holdings Company Limited (Stock Code: 0144.hk)
What is Simon Sze's role at the current company?
Simon Sze's current role is Finance Manager at China Merchants Port Holdings Company Limited.
What schools did Simon Sze attend?
Simon Sze attended Lingnan University.
What skills is Simon Sze known for?
Simon Sze has skills like Accounting, Financial Analysis, Auditing, Cash Flow Forecasting, Financial Reporting, Problem Solving, Critical Thinking, Canvas, Financial Statements, International Financial Reporting Standards, Generally Accepted Accounting Principles, Assurance.
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Simon Sze
Associate Director, Institute For Translational Research (Core Facilities) At Hong Kong Science And Technology Parks CorporationNew Territories1hkstp.org
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