Experience

Marketech International Corporation

• Taiwan
• Semiconductors
• 100 - 200 Employee

• Executive Assistant To Chief Executive Officer

  • Jul 2018 - Present

  * Facilitating the CEO’s vision while enabling other members of the Senior Management to work together and get decisions at the top made faster * Tracking Key Strategic and Operational drivers by tracking progress, interfacing Senior Management team to effectively tackle operational, financial and investment issues * Flexible to manage changing priorities of CEO in a fast-paced environment, producing business correspondence, program plans, status reports, responses to request for information, input and research sufficient for the CEO to make critical decisions * Establishing the U.S. Subsidiary, and assisting to build up the engineering wing in the U.S. Show less



Wintriss Inspection Solutions

• Automation Machinery Manufacturing
• 1 - 100 Employee

• Finance Manager

  • Oct 2016 - Jun 2018

  * Oversaw all accounting and financial affairs in the operating entities across Taiwan and China, incl. ensuring the integrity of daily transactions and monthly closing data, maintaining healthy cash flows and adequate working capital, preparing and monitoring budgets, etc. * Worked closely with external auditors and responsible for accurate and timely completion of local statutory audits, tax, and other statutory filings * Assisted in due diligence procedures and in designing a new intercompany transaction process after acquisition * Conducted ongoing analysis of project cost & margin; improved the accuracy of project costing and streamlined the costing practice * Reported to Taiwan general manager and the group CFO; initiated reforms in management reports by introducing a more visual and responsive reporting solution; proactively identified issues and keep executives informed in a timely manner Show less



Panharvest CPA&CO

• Senior Manager

  • Oct 2014 - Oct 2016

  * Managed all financial and tax assurance engagements of the company; offered controller and advisory service to SME(small and medium enterprise) clients * Successfully established the internal control system and management policies for a Hong-Kong based biotech company, aiming to go primary listed in TWSE; offered executives the training of related polices as well as Taiwan's laws/regulations regarding corporate governance * Resolved tax disputes for clients by negotiating with tax authority * Expanded the service range to family business service, incl. planning for succession and power transition, wealth preservation, and exit strategy * Developed employee professional knowledge enhancement program and headed the training Show less



FUBON LIFE INSURANCE CO., LTD.

• Taiwan
• IT Services and IT Consulting
• 100 - 200 Employee

• Supervisor/Advisor

  • Apr 2010 - Sep 2014

  * Specialized in wealth and tax planning and dedicated to delivering solutions to the problems, such as business succession, labor laws, talents retention, etc., which SME(small and medium enterprise) owners or their business face * Managed and maintained 350+ customer accounts, generating the premium of average NT$9,000,000 annually, with growth over 30% per annum * Developed high worth clientele by allying my business acumen and profession in estate planning, asset allocation planning, wealth preservation and appreciation planning with the expertise and customer bases of attorneys and estate planners * Led a team of 4, training 130 first-line sales reps; coached new reps to effectively qualify prospects/clients through the sales funnel and to close sales, helping my department meet sales target every year * Member of the company's product strategy committee; developed product mix solution packages for sales reps to quickly find fits to demands of clients Show less



創見資訊

• China
• Semiconductor Manufacturing

• Management Associate/Sr. Financial Analyst

  • Oct 2008 - Mar 2010

  * Worked as US and Japan subsidiary controllers, monitoring operation and budget, establishing and reviewing KPIs, and ensuring the compliance of corporate management policies * Carried out ad hoc projects, ex: planning the restructuring of global investment and operation scheme, analyzing the feasibility of a strategic loan plan to chipmakers in the financial crisis, etc. * Conducted cost accumulation tasks, traced cost variance back to underlying activities and validated the cost of sales; updated standard costs; headed the materials reviews and resolved issues of inventory cycle count variance Show less



安侯建業

• Sr. Auditor/Engagement In-charge

  • Jul 2003 - Jun 2006

  * Managed engagements of financial/tax audits; supervised and trained staff auditors on each audit engagement; served as a liaison between client executives and the audit team; major clients included TWSE listed high tech manufacturers, venture capital funds, investment banks, etc. * Led a team of 7 that partnered with the world’s leading glass material provider in Taiwan in a project preparing tax filing for investment tax credit, earning tax benefits of millions of dollars over 5 years * Successfully assisted 3 clients in the applications of IPO and listing of securities; coordinated with clients, securities firms, and attorneys to facilitate the application process * Reviewed the business unit discontinuance plan of a client, evaluated its impact on the financial condition and presented recommendations to the client’s management Show less