Experience

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  Nil

  • Salt Lake City, Utah

  • Financial Services Professional, CPA

    • Feb 2015 - Present
    • Salt Lake City, Utah

    • More than fifteen years of management and hands-on experience in international financial service institutions in Finance/Accounting roles.• Oversaw staffs ranging from a few to over 70 in Finance/Accounting. • Analytical and detail-oriented with ability to manage multiple projects simultaneously and accomplish organizational goals and objectives timely. • An energetic team leader, able to work collaboratively to resolve problems and motivate team members by communicating effectively with people of all backgrounds and cultures.• CPA, Master of Accountancy degree. • Fluent in English, Mandarin Chinese, and Taiwanese. U.S. Citizen.

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  AIG Consumer Finance Group (Asia) Limited (CFG Asia Regional Office)

  • Hong Kong

  • Regional Controller, Asia Region, Vice President

    • Oct 2006 - Nov 2009
    • Hong Kong

    Reported directly to the Regional CFO and New York Controller and actively participated in management’s strategic and tactical planning. Also assisted in due diligence for new business acquisitions and the sale of company businesses in the region. Promoted from Controller for Taiwan to Regional Controller overseeing 5 controllers/3 managers and a finance/accounting staff of over 70 in 6 countries. • Oversaw the financial controllership function of Consumer Finance Group (CFG) in the Asia region and conducted regular reviews for 15 entities in 6 countries to establish and maintain an overall sound financial control environment.• Worked closely with region controllers/managers to create and implement policies, reports, and requirements from Head Office and the Regional Office to ensure regional financial statements were accurate, complete and in accordance with country requirements, corporate policies and industry practices.• Enforced policies and procedures for financial control in Asia region and managed Sarbanes- Oxley compliance for financial accounting and reporting.• Performed due diligence for new business development activities in Asia region and conducted business divestitures by working closely with the Regional CFO and local management teams.• Built a strong team of controllers and finance managers by recruiting diverse and highly skilled finance/accounting professionals with significant industry experience.

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  AIG Credit Card Co. (Taiwan), Ltd. and AIG Finance (Taiwan) Co. Ltd.

  • Taipei City, Taiwan

  • Controller for Taiwan, Vice President

    • Jan 2005 - Oct 2006
    • Taipei City, Taiwan

    • Served as Controller for Taiwan with full responsibility for the strategic planning, development, and leadership of the Financial Accounting and Reporting Department for both companies.• Supervised two managers with a combined finance/accounting staff of ten. Directed financial reporting, accounting, internal controls, taxes, payment and administrative functions.• Led self-assessments and Sarbanes-Oxley compliance.• Participated in Audit Committee meetings and Board of Director meetings.• Initiated and managed capital injections from Head Office by coordinating with Central Bank of Taiwan (equivalent of Federal Reserve) and AIGCFG Treasurer in New York. • Reduced bank service charges by implementing cash management strategies to ensure quick settlement for all transactions. • Acted as liaison with internal, external, and government auditors.

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  Citibank, N.A.. Taiwan, Global Consumer Banking

  • Taipei City, Taiwan

  • Assistant Vice President of Financial Control Department

    • Jun 2001 - Jan 2005
    • Taipei City, Taiwan

    • Coordinated and completed the merger of the Financial Control Department of Associates Credit Card Taiwan Inc. with Citibank Taiwan.• Reviewed and monitored financial reporting and financial reconciliations after the merger.• Monitored and analyzed revenue related transactions for all credit card types.• Performed Head Office reports, government reports, forecast, planning and analysis for Diners’ revenues.• Managed self-assessments and internal controls, resolving or improving weaknesses identified, to maintain a sound internal control and compliance environment.

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  Associates Credit Card Taiwan Inc. and Associates Finance Taiwan Inc.

  • Taipei City, Taiwan

  • Accounting/Finance Manager for Taiwan

    • Oct 1999 - Jun 2001
    • Taipei City, Taiwan

    • Integrated and supervised the Accounting/Finance Department for both companies after Associates acquired MBf Credit Card Taiwan.• Directed financial reporting, accounting, internal controls, taxes, and payment processing.• Managed cash management and improved payment processing within the Treasury area. • Worked closely with Head Office Treasurer and local management to obtain syndication loans for ACCTI after the acquisition of MBf Credit Card Taiwan. • Acted as liaison with internal, external, and government auditors.

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  ING Bank N.V., Taipei Branch

  • Taipei City, Taiwan

  • Assistant Vice President (Controller) of Finance Department

    • May 1996 - Oct 1999
    • Taipei City, Taiwan

    Recruited by former KPMG audit client to handle a variety of financial responsibilities, including financial, Head Office, and government reporting, budgeting, internal controls, taxes, and working with internal, external, and government auditors. • Prepared Head Office/Regional Office reports and financial information for senior management.• Implemented upgrade to existing proprietary financial system by working with regional and local IT teams to successfully pilot, test, run parallel systems, and then go live with the upgrade. • Established budget schedules by collecting, analyzing, and consolidating financial data to recommend budget plans for each department.

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  KPMG Taiwan

  • Taipei City, Taiwan

  • Supervising Senior Auditor

    • Sep 1993 - Apr 1996
    • Taipei City, Taiwan

    • Served as supervising senior auditor for firm audit engagements, which included management of staff members, review of staff working papers, and primary liaison with audit partners, managers, and client personnel.