● Prepared for launch of CR Yuanta Fund Management Co. ranging from paper work needed for setting up a new fund firm to creation of a whole set of rules for the execution, clearing and settlement division such as job planning and work load allocation.● Performed leading role in launch of CR Yuanta's first fund, participated in CR Yuanta's various new business, including launch of its first guaranteed fund, money market fund, bond fund and ETF fund. ● Performed internal administration role at fund operation management dept by supervising staff's daily work, including fund accounting, TA settlement and trade, intercommunication, team building and cost cutting.● Overseeing a CR Yuanta’s subsidiary’s business related to fund operation management.

● Performed preparation for back office operation of a QDII fund, including system requirement, testing and paper work for application for a QDII fund.● Communicated with domestic and overseas custodian banks, performed valuation, settlement of the QDII fund.● Designed the QDII valuation, settlement and reporting process, which was used as the standard process in dept.● Good command of valuation, account cross-checking, financial reports and regular statements for different kinds of fund, including stock fund, bond fund, money fund, etc.

● In charge of accounts receivable and management of accounts receivable related to sales and agents.● Convened meetings about account receivables and compiled monthly reports.● Revise accounts receivable policy to improve AR control.

● Organizing and preparing the annual financial budget.● Responsible for monthly financial reports and analysis.● Responsible for tax declaration and related annual adjustment.● Revising the financial control system and ensuring its implementation.

● In charge of accounts payable and arrangement of large sum of money transfer.● Analysis and compiling of financial reports.● Performed oversight of daily fees of Beijing, Tianjin subsidiaries.