HuiJuan Le
Senior Project Manager at China Industrial Securities Co., Ltd.- Claim this Profile
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中文 Native or bilingual proficiency
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英语 Full professional proficiency
Topline Score
Bio
Credentials
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基金从业人员资格证 AMAC
中国基金业协会May, 2019- Nov, 2024 -
证券从业资格证 SAC
中国证券业协会Oct, 2015- Nov, 2024 -
CPA
The Certified Public Accountant Examination Committee of The Ministry of Finance, P.R. ChinaJan, 2013- Nov, 2024
Experience
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兴业证券股份有限公司
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China
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Capital Markets
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1 - 100 Employee
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Senior Project Manager
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Aug 2015 - Present
Package: 475k/year (not including deferred income) Department: Investment Banking Report to: Region Project Director Subordinate: 1-3 depends Job Overview Responsible for financing service of small and medium enterprises, including M&A, restructuring, financing, listing and continuous guidance. Responsible for and participate M&A, restructuring, financing of several domestic and foreign listed companies. Responsible for continuous guidance for 7 to 8 OTC listed… Show more Package: 475k/year (not including deferred income) Department: Investment Banking Report to: Region Project Director Subordinate: 1-3 depends Job Overview Responsible for financing service of small and medium enterprises, including M&A, restructuring, financing, listing and continuous guidance. Responsible for and participate M&A, restructuring, financing of several domestic and foreign listed companies. Responsible for continuous guidance for 7 to 8 OTC listed companies, including 汇鸿股份 (domestic listed company), 盛世大联 (Pre-HK IPO), 得仕股份 (Pre-HK IPO), 前沿生物 (Pre-STAR Market IPO), etc. Key Responsibilities ▪ Responsible for the expansion, undertaking and other financing works for small and medium enterprises; ▪ Responsible for the plan and implementation of M&A and equity investment, etc. for small and medium enterprises; ▪ Responsible for project due diligence, including financial analysis, budgeting, valuation modelling, internal control investigation, risk recognition, investment plan improvement, etc.; ▪ Responsible for the follow-up and continuous guidance work, including annual report checking, project monitor, risk tracking, use of fund raised in public offers checking, posterior review, etc; ▪ Establish and maintain daily communication and guidance with the clients. Show less Package: 475k/year (not including deferred income) Department: Investment Banking Report to: Region Project Director Subordinate: 1-3 depends Job Overview Responsible for financing service of small and medium enterprises, including M&A, restructuring, financing, listing and continuous guidance. Responsible for and participate M&A, restructuring, financing of several domestic and foreign listed companies. Responsible for continuous guidance for 7 to 8 OTC listed… Show more Package: 475k/year (not including deferred income) Department: Investment Banking Report to: Region Project Director Subordinate: 1-3 depends Job Overview Responsible for financing service of small and medium enterprises, including M&A, restructuring, financing, listing and continuous guidance. Responsible for and participate M&A, restructuring, financing of several domestic and foreign listed companies. Responsible for continuous guidance for 7 to 8 OTC listed companies, including 汇鸿股份 (domestic listed company), 盛世大联 (Pre-HK IPO), 得仕股份 (Pre-HK IPO), 前沿生物 (Pre-STAR Market IPO), etc. Key Responsibilities ▪ Responsible for the expansion, undertaking and other financing works for small and medium enterprises; ▪ Responsible for the plan and implementation of M&A and equity investment, etc. for small and medium enterprises; ▪ Responsible for project due diligence, including financial analysis, budgeting, valuation modelling, internal control investigation, risk recognition, investment plan improvement, etc.; ▪ Responsible for the follow-up and continuous guidance work, including annual report checking, project monitor, risk tracking, use of fund raised in public offers checking, posterior review, etc; ▪ Establish and maintain daily communication and guidance with the clients. Show less
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KPMG China
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Hong Kong
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Financial Services
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700 & Above Employee
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Audit Manager & Project key Liaison (project experience)
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Jan 2015 - Aug 2015
Package: 30k/month Department: Audit Report to: Audit and Automation Project Partner Subordinate: 10 Project Overview Based on major financial systems, KPMG Audit Automation Project involved multiple IT experts, collaborated with the audit manager from the first benchmarking client Air Products, we developed the Audit Automation System independently. The system has improved the audit efficiency significantly with the standardization of the working paper and auto-generation… Show more Package: 30k/month Department: Audit Report to: Audit and Automation Project Partner Subordinate: 10 Project Overview Based on major financial systems, KPMG Audit Automation Project involved multiple IT experts, collaborated with the audit manager from the first benchmarking client Air Products, we developed the Audit Automation System independently. The system has improved the audit efficiency significantly with the standardization of the working paper and auto-generation of audit reports, and it allowed KPMG to be launched into the clients’ financial system with exploration and adhesiveness. Air Products (US Top 500) uses SAP system as its financial system. It has been selected as the first benchmarking client for KPMG Audit Automation System for its sizable entities numbers, with standard financial system and complete caption of account. I was the audit manager of Air Product project and the liaison of the Audit Automation project. Project Responsibilities ▪ Assessment Stage: study and discuss the financial operation logic, definition of 会计科币, financial project control of Air Products together with the Audit Automation department, to ensure selecting Air Product as the benchmarking is feasible. ▪ Matching Stage: based on traditional audit process, listed the required financial data and working paper, and matched automation requirements with customized data and working paper model. ▪ Test Stage: based on the test results from automation department, adjusted the logic of collecting, the methods of presenting data, and the way of reports generation, completed the primary test of the Audit Automation project with Air Product. Project Outcome Worked closely as the liaison of the first Audit Automation project and set up automation standard system started from none, the primary test was completed within half year. The achievements was shared at KDC headquarter for the first time of KPMG Audit Automation. Show less Package: 30k/month Department: Audit Report to: Audit and Automation Project Partner Subordinate: 10 Project Overview Based on major financial systems, KPMG Audit Automation Project involved multiple IT experts, collaborated with the audit manager from the first benchmarking client Air Products, we developed the Audit Automation System independently. The system has improved the audit efficiency significantly with the standardization of the working paper and auto-generation… Show more Package: 30k/month Department: Audit Report to: Audit and Automation Project Partner Subordinate: 10 Project Overview Based on major financial systems, KPMG Audit Automation Project involved multiple IT experts, collaborated with the audit manager from the first benchmarking client Air Products, we developed the Audit Automation System independently. The system has improved the audit efficiency significantly with the standardization of the working paper and auto-generation of audit reports, and it allowed KPMG to be launched into the clients’ financial system with exploration and adhesiveness. Air Products (US Top 500) uses SAP system as its financial system. It has been selected as the first benchmarking client for KPMG Audit Automation System for its sizable entities numbers, with standard financial system and complete caption of account. I was the audit manager of Air Product project and the liaison of the Audit Automation project. Project Responsibilities ▪ Assessment Stage: study and discuss the financial operation logic, definition of 会计科币, financial project control of Air Products together with the Audit Automation department, to ensure selecting Air Product as the benchmarking is feasible. ▪ Matching Stage: based on traditional audit process, listed the required financial data and working paper, and matched automation requirements with customized data and working paper model. ▪ Test Stage: based on the test results from automation department, adjusted the logic of collecting, the methods of presenting data, and the way of reports generation, completed the primary test of the Audit Automation project with Air Product. Project Outcome Worked closely as the liaison of the first Audit Automation project and set up automation standard system started from none, the primary test was completed within half year. The achievements was shared at KDC headquarter for the first time of KPMG Audit Automation. Show less
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Groupe ETAM
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France
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Textile Manufacturing
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700 & Above Employee
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Financial Analysis and Control Manager
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Oct 2013 - Jan 2015
Package: 325k/year Department: Financial Analysis and Control Report to: CFO Subordinate: 2 Job Overview Working in Etam China Share Service Center, Responsible for corporate expenses analysis, business process control and budget planning. Cooperating with teams of income analysis and business departments, control and analyze headquarter expenses from 6 Etam brands, including Etam, EJ, ES, EL, Ekids and Emen, and from business departments, including warehouse, marketing… Show more Package: 325k/year Department: Financial Analysis and Control Report to: CFO Subordinate: 2 Job Overview Working in Etam China Share Service Center, Responsible for corporate expenses analysis, business process control and budget planning. Cooperating with teams of income analysis and business departments, control and analyze headquarter expenses from 6 Etam brands, including Etam, EJ, ES, EL, Ekids and Emen, and from business departments, including warehouse, marketing, purchase, sales and other supporting departments. Key Responsibilities ▪ Fully in charge of the corporate’s budget management, including budget planning and adjustment, system and process construction and management; ▪ Formulate regular and irregular financial analysis reports, analyze business performance and developing trend, help the decision maker gain the deep insight and the pain points, support corporate’s management with mid and long term development planning; ▪ Regular monitoring for the corporate’s key financial indicators, abnormal situation recognition and analysis; provide improving suggestion and integration plans, oversees the implementation and execution; ▪ Lead operational and financial departments to design and construct performance evaluation system, develop budget management system to improve the operational efficiency; ▪ Implement the development of corporate’s data management process, lead the establishment of the key accounts and standardization of the data quality. Show less Package: 325k/year Department: Financial Analysis and Control Report to: CFO Subordinate: 2 Job Overview Working in Etam China Share Service Center, Responsible for corporate expenses analysis, business process control and budget planning. Cooperating with teams of income analysis and business departments, control and analyze headquarter expenses from 6 Etam brands, including Etam, EJ, ES, EL, Ekids and Emen, and from business departments, including warehouse, marketing… Show more Package: 325k/year Department: Financial Analysis and Control Report to: CFO Subordinate: 2 Job Overview Working in Etam China Share Service Center, Responsible for corporate expenses analysis, business process control and budget planning. Cooperating with teams of income analysis and business departments, control and analyze headquarter expenses from 6 Etam brands, including Etam, EJ, ES, EL, Ekids and Emen, and from business departments, including warehouse, marketing, purchase, sales and other supporting departments. Key Responsibilities ▪ Fully in charge of the corporate’s budget management, including budget planning and adjustment, system and process construction and management; ▪ Formulate regular and irregular financial analysis reports, analyze business performance and developing trend, help the decision maker gain the deep insight and the pain points, support corporate’s management with mid and long term development planning; ▪ Regular monitoring for the corporate’s key financial indicators, abnormal situation recognition and analysis; provide improving suggestion and integration plans, oversees the implementation and execution; ▪ Lead operational and financial departments to design and construct performance evaluation system, develop budget management system to improve the operational efficiency; ▪ Implement the development of corporate’s data management process, lead the establishment of the key accounts and standardization of the data quality. Show less
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KPMG China
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Hong Kong
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Financial Services
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700 & Above Employee
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Assistant Audit Manager
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Oct 2009 - Oct 2013
Package: 260k/year Department: Audit Report to: Audit Manager, Partner Subordinate：3-5 Job Overview Responsible for multinational group audit and PRC statutory audit of industrial enterprises (pharmaceutical, Chemical, manufacturing ). In charge of around 10 audit engagements each year, leading teams to complete several group and PRC statutory audit work for Fortune 500 and US top 500 corporations, including BASF, Celanese, GE, AstraZeneca, etc. Key… Show more Package: 260k/year Department: Audit Report to: Audit Manager, Partner Subordinate：3-5 Job Overview Responsible for multinational group audit and PRC statutory audit of industrial enterprises (pharmaceutical, Chemical, manufacturing ). In charge of around 10 audit engagements each year, leading teams to complete several group and PRC statutory audit work for Fortune 500 and US top 500 corporations, including BASF, Celanese, GE, AstraZeneca, etc. Key Responsibilities ▪ Client relationship maintenance, provide advises and guidance for clients’ financial policies; ▪ Participate audit planning, involve operational strategy, business environment, and control process; ▪ Audit team management, audit project management, audit risk recognition, audit process design; ▪ Audit execution, including internal control, operation and management status, financial reports, and various special audit programs; ▪ Assurance for audit programs’ schedule and working quality, maintain effective and high quality team standard. Show less Package: 260k/year Department: Audit Report to: Audit Manager, Partner Subordinate：3-5 Job Overview Responsible for multinational group audit and PRC statutory audit of industrial enterprises (pharmaceutical, Chemical, manufacturing ). In charge of around 10 audit engagements each year, leading teams to complete several group and PRC statutory audit work for Fortune 500 and US top 500 corporations, including BASF, Celanese, GE, AstraZeneca, etc. Key… Show more Package: 260k/year Department: Audit Report to: Audit Manager, Partner Subordinate：3-5 Job Overview Responsible for multinational group audit and PRC statutory audit of industrial enterprises (pharmaceutical, Chemical, manufacturing ). In charge of around 10 audit engagements each year, leading teams to complete several group and PRC statutory audit work for Fortune 500 and US top 500 corporations, including BASF, Celanese, GE, AstraZeneca, etc. Key Responsibilities ▪ Client relationship maintenance, provide advises and guidance for clients’ financial policies; ▪ Participate audit planning, involve operational strategy, business environment, and control process; ▪ Audit team management, audit project management, audit risk recognition, audit process design; ▪ Audit execution, including internal control, operation and management status, financial reports, and various special audit programs; ▪ Assurance for audit programs’ schedule and working quality, maintain effective and high quality team standard. Show less
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Education
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2005 - 2009
Shanghai International Studies University
Degree in law, International Affairs
Community
