Freddie Z.

at 招商局仁和人寿
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Contact Information
us****@****om
(386) 825-5501
Location
China, CN
Languages
  • mandarin Native or bilingual proficiency
  • English Full professional proficiency
  • Cantonese Full professional proficiency

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Credentials

  • CFA Level 3 passed (Top 10%)
    CFA Institute
  • Certified Translator English to Chinese
    National Accreditation Authority for Translators and Interpreters
  • GMAT 680 (First Attempt)
    Graduate Management Admission Test
  • IELTS 7.0
    IELTS Official
  • PTE 76 with four items over 65
    Pearson

Experience

    • China
    • Insurance
    • 1 - 100 Employee
      • Mar 2019 - Present

      Project Management Office Core member (50%)1、Responsible for establishing project management system among head office, branch office and subsidiary, and facilitate cross-function teams to develop detailed work plan to support company annual strategic growth plan.2、Training staffs about McKinsey's PMO methodology, provide the guidance,coaching and consultancy for brainstorming, analysis and select the project accroding to the company’s strategy.3、 Track the plan implementation and monitor the progress. Assist in managing the plan, life cycle and key milestones of all the projects. Uncover the problem and provide methodology-related solutions to aid the smooth running of the projects. Produce and distribute of project-related management information to management team in supporting governance meetings.4、Project management evaluation and HRM. Evaluate all the projects in the company and responsible for performance appraisal in all departments of company. Draft and introduces evaluation incentive policies.5、Assit in the implementation of some specific projects. Responsible for meeting organizing, topic collection and communication, agenda and minutes preparation, meeting moderation. Show less

      • Jul 2018 - Present

      Finance Dept Budget management office(50%)1、Prepare,forecast, track and manage all the departments and units budget among head office, branch office and subsidiary. Approval of external procurement, contract signing and fund application to control financial risk.2、Support financial manager in preparing annual comprehensive budget and profitability forecast to make sure budget completion on time, accord with Corporate requirement. Formulate and decompose the budget of supporting departments in detail.3、Responsible for drafting and revising the financial management related policies and regulations, such as asset management, travel and operating expense, authority of expenditure, financial staff management and so on. 4、Cost and efficiency analysis support to manager and business team, by providing periodically operation reports with analytical comments, in order to allocate the resources more efficiently.。5、Approve the expense reimbursement vouchers of the company and overseas companies within the group. Show less

Education

  • 澳大利亚悉尼大学
    Master's degree, master of professional accounting
    2016 - 2018
  • Yunnan University of Finance and Economics
    Bachelor's Degree, Accounting
    2012 - 2016

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