Senior Management Role in Financial Investment at the Parent Company of an Australian Listed Corporation Group. Served as a senior executive overseeing financial investment strategies and operations at the headquarters of an Australian publicly traded conglomerate. Led and supervised the financial and investment functions of multinational subsidiary entities, ensuring effective cross-border financial management and strategic investment decision-making.• Responsible for the preparation and… Show more Senior Management Role in Financial Investment at the Parent Company of an Australian Listed Corporation Group. Served as a senior executive overseeing financial investment strategies and operations at the headquarters of an Australian publicly traded conglomerate. Led and supervised the financial and investment functions of multinational subsidiary entities, ensuring effective cross-border financial management and strategic investment decision-making.• Responsible for the preparation and review of the Group's consolidated financial statements, including quarterly cash flow statements and semi-annual and annual financial reporting activities.• Oversight of the Month End and Balance Sheet reconciliation processes for the Group Finance function.• Supporting the Group Financial Controller in maintaining a robust control environment, including annual policy reviews, reviewing of journal entries and ongoing maintenance of reporting systems.• Providing guidance to the wider Finance team on financial accounting matters and ‘best practice’.• Review and co-ordination of financial statements, Payroll, BAS and tax returns including liaising with external auditors and tax advisers.• Provide oversight across the entire fund accounting function including unit price/NAV calculations, valuations, reconciliations, distribution calculations and client, financial & tax reporting.• Review unit pricing calculation and liaise with administrator to resolve issues.• New transaction analysis: managing the credit review process, including financial modeling, creating and presenting written and oral analyses and coordinating internal approvals.• Investment recommendation: determining the appropriate credit quality, pricing decisions and investment amount for a particular company/transaction. Show less

Business Development, Fixed Income Fund Management, Asset Management, Client Service Excellence, Strategy Development & Implementation, Key Relationship Building, Communication & Collaboration.

PE Fund Establishment, Investment Management, Operations Management, Transaction Management, Staff Coordination & Support, Communication & Collaboration. Following are the highlights of the value I brought to Shanghai HAODE Asset Management Company: I made a major contribution in establishing PE fund, while focusing on three-year lock-price private placement and gaining in-depth experience regarding investments made by several Chinese listed companies, including 37 Interactive… Show more PE Fund Establishment, Investment Management, Operations Management, Transaction Management, Staff Coordination & Support, Communication & Collaboration. Following are the highlights of the value I brought to Shanghai HAODE Asset Management Company: I made a major contribution in establishing PE fund, while focusing on three-year lock-price private placement and gaining in-depth experience regarding investments made by several Chinese listed companies, including 37 Interactive Entertainment (SZ: 002555) and Century Huatong Group (SZ002602) in Chinese capital market. I cooperated with brokerage firms, accounting firms, and lawyers for setting M&A and managing roadshow activities. I helped General Manager in day-to-day activities to ensure smooth functioning of operations.  Secured the three-year lock-price private placement at the amount of total investment valued over $20 M in 37 Interactive Entertainment (SZ: 002555) and $10 M in Century Huatong Group (SZ002602) in China.  Spearheaded the management of over hundreds of millions share investment, while participating in transaction structure and gaining full experience as an Investor GP&LP in a limited partnership structure.  Showed active participation in capital investment operations, private placements of share capital arrangements, and presentations. Show less