Annie Cheng
Business analyst at 台灣人壽- Claim this Profile
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Chinese Native or bilingual proficiency
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English Professional working proficiency
Topline Score
Bio
Credentials
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830 TOEIC
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FLMI
LOMA
Experience
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Taiwan Life
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Taiwan
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Insurance
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100 - 200 Employee
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Business analyst
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Aug 2017 - Present
Analyze current monitoring processes of Investment Restriction& Guideline system and provide recommendation based on regulatory requirement. Evaluating investment processes, anticipating requirements and implementing operation improvements of Investment management system. Develop test plan, test case and documents of User requirement specification. System function testing, work flow planning and regulation amendments for security lending business. Project management such as investment and loan management system import, issues handling, and deliverables status tracking to ensure the completion of the project within the target timeline. Establishing BI platform in maintain internal and external management reports, integrating external data, and data transfer procedure coding. Show less
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Mercuries Life Insurance
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Taiwan
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Investment Accountant
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Jan 2013 - Jul 2017
Bookkeeping and accounting analysis for financial instruments such as bond, fund and derivative, verifying the accuracy of external documents or records on investment activity. Completing month-end close duties, preparing reconciliations for various balance sheet accounts, developing and maintaining regular reports via the company’s accounting system. Providing assistance in the preparation of management or investment accounting report. Project handling and preparation for IFRS9 related, such as Agreement Procedure required by FSC. Show less
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資誠 (PwC Taiwan)
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Business Consulting and Services
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500 - 600 Employee
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Auditor
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Jun 2011 - Aug 2011
Perform audit cycle, completing assignments from senior auditors, gathering data, analyzing documentation, and performing administrative duties. Perform audit cycle, completing assignments from senior auditors, gathering data, analyzing documentation, and performing administrative duties.
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Education
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2007 - 2012
東吳大學
學士, 經濟學系
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