I lead a team of 9 HR and communications professionals and am accountable for end-to-end talent andsolutions and services to 600+ Fidelity Business Services associates and leaders in Dalian, China. I help Fidelityachieve its business goals via improved Human Capital capabilities and am responsible for succession, learning& development, associate experience, HR operations, graduate programs, compensation & benefits andemployee relations. I sit on the Fidelity Business Services Senior Leadership Team to drive Dalian site strategy and business development. • Developed a human capital strategy and plan to support the business growth and priorities and to align with the Fidelity global workforce strategy at a time of substantial and accelerated change.• Designed and implemented strategy and approach to associate learning & development, diversity equity & inclusion, and strong talent management mechanism to identify, develop, grow, and inspire digital talents.• Responsible for the sourcing and hiring of hundreds of diverse digital talent in business growth.• Introduced comprehensive talent metrics/analytics to support improved workforce decision making.• Supported business operating model change to Spotify agile model.• Led business transition between two parent groups through complex system and workforce transition, including workday change.

Responsible for understanding the organization's business models to improve HR outcomes that impact business unit performance and translating business objectives into organization and employee requirements and. Managing the HR organization and the functions of Staffing, Talent Management, Leadership Development, Compensation, Benefits, Employee Relations, Learning and Development, Diversity and Inclusion to support a Fidelity global site of 500 employees.Accomplishments• Developed effective work relationship, within the highly complex and matrixed FMR organization with stakeholders in both local business & global HR functions peer development centers in the US and India, and HR CoEs• Built an engaging culture which is congruent to that of global Fidelity & FMR, as well as embracing local elements, making FMR Dalian a workplace that all of its leaders and employees are proud to be a part• Operated effectively by leading on-the-ground HR team, some of which also report to global functions;• Expedited the maturity of FMR Dalian by achieving significant progress on overall professional development in the areas of competence, ownership and responsibility• Drive the process of numerous projects, including talent planning and assessment, succession planning, HR team development, etc.• Maintained the highest standard of risk control to achieve “zero-incident” by executing and continuously improving the control measures.

Provided full scale of finance support to a Fidelity global site of 540 employees and was responsible for liaising with related China government authorities to ensure zero regulatory issues.Accomplishments• Provided FMR Dalian management with strategic financial guidance, ensuring rigor and adequacy of financial controls, and delivering a range of financial services in support of the FMR Dalian business.• Provided oversight of all aspects of FMR Dalian’s financial operations including; General Ledger, Payments, Fixed Assets and Payroll. Ensures compliance for FMR Dalian’s financial and tax matters.• Participated in the successful development and execution of FMR Dalian’s multi-year plan and budgeting exercises. • Interpreted key issues on a broader external context and internal view. Presents implications and recommendations with a strategic perspective. Influences management actions.• Established an adequate system of internal controls for the Dalian business, the effective functioning of those controls, and maintaining a high level of control awareness in the business unit.• Involved in the strategic planning, process management and achievement of business goals. Align, build, and execute business plans to optimize performance, delivering high quality/value realizing scale and efficiencies where applicable• Identified opportunities for process improvements. Develops strategies to address. Opportunities including people, process and/or technology solutions. Partners with related business functions to develop and implement. Fosters an environment of process improvement and controls. Ensures integration and alignment with external process and control initiatives

Responsible for the FMR Dalian’s accounting control, treasury & banking, financial system oversight, payroll and audit oversight. Accomplishments• Provided legal entity structure support for local financial and US GAAP reporting. • Oversaw the management & integrity of the accounting control systems. • Ensured successful annual external audit & support the annual close of the parent company. • Interacted with business unit analysts to insure accuracy and completeness of financial results. Assist business units & accounts payables with operational problems (intercompany billings, vendor billings, etc.) that affect financial results. • Ensured structures & controls in place to manage the external payments functions in an effective manner. • Remained current on the latest tax & financial reporting regulations and implications, and proactively propose effective strategies for compliance.• Managed tax incentives & rebate programs • Ensured timely compliance with tax and regulatory filing and respond to regulatory inquiries in consultation with stakeholders and advisors as appropriate. • Maintained effective systems for forecasting, controlling and reporting on cash requirements.• Completed special projects/assignments as required.• Developed and trained local team to ensure a highly motivated and competent Finance function.

As the Head of Finance, managed all finance related activities of WFOE, including business finance, statutory accounting, regulatory reporting, tax, and treasury. Accomplishments• Established 6 major finance functions for WFOE, including business finance, statutory accounting, tax, treasury, regulatory reporting, and corporate governance.• Liaising with more than 15 local government authorities, 3 accounting firms, 3 tax firms, and customs agency to ensure zero regulatory issues for WFOE.• Working closely with regional finance to ensure full compliance with both local government regulations and FIL internal company policies, to ensure the accuracy and reasonableness of WFOE financial data, and to ensure successful internal and external audits.• Expanded the role to support China business and regional systems recently by providing financial planning and analysis to regional systems leaders in making effective decisions.• Transitioned vendor tax services to in-house for both Dalian WFOE and China representative offices. • Overseeing office procurement, payment, T&E, and other finance related processes.• Established Chinese local general ledger and managing local finance record filing to ensure full compliance with local requirements.• Managed local government incentives, including tax related benefits, subsidies, and allowances. • Established and developed a competent local finance team.

Managed a finance business support team with 64 members, covering functions of financial planning & analysis, settlement, credit control, treasury, tax, and internal control for both Dalian plant and 10 subsidiaries.Accomplishments• Developed financial planning and analysis function, including preparing budget and monthly rolling estimate, producing regular management reporting, highlighting risks/opportunities by profit analysis for different products, managing profit centers & cost centers, focusing on tight cost control, and providing operational decisions.• Managed settlement and credit control of 10 sales subsidiaries.• Oversaw cash flow forecast for fund management, managed banking relationships, and ensured the company in a good treasury position. • Ensured timely tax filing and compliance for 10 sales subsidiaries.• Drove internal control to ensure all processes are compliant with SOX: assessed financial reporting risks, identified potential risks of process, and set up standards and procedures.• Developed a business support team with 64 members.• Completed an SAP implementation and upgrading project for both Dalian plan and 10 subsidiaries.

Managed a BPO team of 22 people and provided overall statutory accounting services to GETOS, which is one of the largest manufacturing groups in silicone industry.Accomplishments• As an operations manager, developed a BPO team and ensured the stability and growth of the team by working closely with external customers and internal transition management teams.• As the Assistant Asia Pacific Controller, led and executed overall controllership activities, including reporting and auditing of account reconciliation compliance with established metrics, conducting detailed quarterly balance sheet reviews of regional sites, supervising monthly closing, preparing financial statement, overseeing year-end closing and annual filing, and ensuring GETOS processing to meet SOX compliance.

Responsible for different functions of statutory accounting, including payable, banking, fixed assets, inter-company transactions, and costing. Accomplishments• Ensured the general ledger to accurately reflect the monthly and year-to-date financial position. • Worked closely with the business to ensure the integrity of cost related data.• Drove efficiencies through the analysis and maintained key cost indicators cross the business.