❄Rex Lo Email & Phone Number

Bellevue, WA, US

Shanghai, CN

• Provided strategic leadership and direction for all financial activities, including budgeting, forecasting, financial analysis, and reporting.
• Developed and implemented financial strategies aligned with organizational goals, driving operational efficiency and maximizing profitability.
• Oversaw the preparation of annual operating budgets and long-range financial plans, ensuring alignment with company objectives and stakeholder expectations.
• Led financial analysis efforts to evaluate business performance, identify areas for improvement, and drive informed decision-making processes.
• Managed relationships with investors, auditors, and financial institutions, to ensure compliance and facilitate effective communication.

• Provided bookkeeping, payroll processing, and operating services to small businesses.

• Collaborated with Investment Officers to conduct comprehensive investment research and analysis to identify opportunities and risks, optimize asset allocation, and maximize portfolio returns while managing risk exposure.
• Led post-investment management activities, including monitoring and evaluation of portfolio performance, financial reporting, and investor relations, ensuring alignment with investment objectives.
• Acted as a liaison with portfolio companies to assist in accounting and operational initiatives.

Hsinchu, TW

• Prepared monthly financial reports and presentations for senior management, providing insights into key performance metrics and trends.
• Implemented process improvements to streamline financial reporting processes and enhance data accuracy and integrity.
• Conducted international tax risk assessments and developed Transfer Pricing strategies to ensure regulatory compliance and tax efficiency.
• Collaborated with cross-functional teams to develop and execute strategic initiatives aimed at driving revenue growth and cost optimization.

Hsinchu, TW

Hsinchu, TW

• Prepared monthly product cost reports and product margin analysis for senior management, providing insights into cost trends, variances, and operational performance.
• Conducted inventory management, and cost control initiatives, to optimize operational efficiency and mitigate inventory impairment risks.
• Collaborated with cross-functional teams to develop and execute cost reduction strategies, identify cost-saving opportunities, and drive continuous improvement initiatives.

• Process expenses reports and daily bookkeeping for fleet crews.
• Monitor and manage the movement of Tank-Container around the world.