Sandy Li, CA
Finance Manager at Horizon Energy Group Limited- Claim this Profile
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Mandarin -
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English -
Topline Score
Bio
Credentials
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Chartered Accountant
Chartered Accountants Australia and New ZealandJun, 2007- Nov, 2024
Experience
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Horizon Energy Group Limited
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New Zealand
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Consumer Services
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1 - 100 Employee
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Finance Manager
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Jun 2021 - Present
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Johnson Controls
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Ireland
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Industrial Machinery Manufacturing
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700 & Above Employee
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Finance Business Partner / Financial Planning & Reporting Manager
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Feb 2018 - Jun 2021
• Provide leadership to both local Finance team and offshore service team, responsible for the overall integrity and accuracy of the financial reporting; • Act as the right-hand person and provide insightful analysis and commentary to both National Commercial Manager and Pacific Finance Director for better and effective business decision making; • Finance partnering with RGM, provide support and advice covering Installation, Service and Products operations. Manage the complexities of several stakeholders; • Drive results, help RGM to improve performance of business units through presenting accurate and timely financial records and analysis and comparison of benchmark and KPIs; • Financial and management reporting of business unit results, including Sales, Margin and SG&A forecasting and budgeting in conjunction with RGM, provide value added commentary; • Identify business growth and cost saving opportunities; and • Project analysis, high-level discussions around business strategy and commercial risk Show less
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UCE INTERNATIONAL LIMITED
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1 - 100 Employee
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Shareholder & Director
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Jun 2016 - Feb 2018
• Established sound financial management processes, ensured a meticulous record-keeping system and developed variety of costing and budgeting process • Managed the sourcing and delivery of materials, oversaw the development of property plans, goals and schedules and ensured project milestones were met on time and within budget • Demonstrated strong leadership skills while developing a collaborative, accountable and motivated team culture ACHIEVEMENTS:- • Successfully completed the first project of a residential property within 9 months with all the milestones met Show less
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United Technologies
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United States
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Aviation and Aerospace Component Manufacturing
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700 & Above Employee
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Finance Manager (FP&A)
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Nov 2013 - Jun 2016
• FP&A focused role for Chubb / OTIS (UTC Building & Industrial Systems) across New Zealand • Key interface with local management team and regional head office • Responsible accurate management financials and all financial measures • Assisting GM Finance and operations function heads to achieve financial targets, deadlines and objectives • Ownership of monthly Pronto and HFM reporting for Chubb • Ownership of annual budget planning, coordination and consolidation • Ownership of all audit and tax obligations, both internal and external • Keeping business performance in line with operational standards as defined by company policies and procedures • Employee engagement and team motivation ACHIEVEMENTS:- • Business restructure: successfully implemented strategy of splitting of the Chubb business into Fire & Security streams in Pronto ERP system and Hyperion reporting system. The project involved planning, leadership in communication, coaching and guiding for execution which including 20 associates spread out in 13 sites nationwide. Successfully completed the project within the timeline with smooth transition was secured; and • Business integration: successfully synergised Chubb and OTIS into one reporting division. The success was underpinned by effective communication, high emotional intelligence and a strong ability to quickly build trust and confidence Show less
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Tyco
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Ireland
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Security and Investigations
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700 & Above Employee
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Financial Planning & Analysis Manager
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Jul 2012 - Nov 2013
• Overseeing Finance Transformation for AP team and reporting team to ensure all milestones are being met• Assisting finance leader to redesign and build a stronger Finance team, optimise resources allocation, driving stabilisation and standardisation• Leading financial reporting and business planning process• Preparing monthly consolidated result package for senior management team and business unit leaders• Providing ongoing business updates and analyses to support functional and business unit leaders• Financial analyses on core sales growth, gross margin and working capital• Assisting finance leader on G&A spending analyses and control and overall financial activities• Coaching young FP&A team on analytical skills, importance of quality reporting and thrust of improving forecasting cycleACHIEVEMENT:-• 2013 Q3 winner of the Tyco Club Excellence program for going above and beyond in commitment to and demonstration of Tyco Values of Excellence, Integrity, Teamwork and Accountability Show less
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Senior Executive, Financial Planning & Analysis
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Jul 2009 - Jun 2012
• Working as business partner to develop business strategy and plan, providing value-added financial support• Annual budgeting and monthly forecasting• Monthly variance analyses and commentary reports• Preparation of monthly operational review package and management book for senior management team and business unit leaders• Management of the financial planning and analysis activities by leading and providing analyses and counsel to functional and business unit leaders• Liaison with APAC divisional headquarter, senior management team and business units leaders for any financial operational support• Financial due diligence support on M&A projects• Implementation of cash drive improvement routine by conducting a bio-weekly AR and CIP review with each business unit• People development and team buildingACHIEVEMENTS:-• Business simplification: participated in a Six Sigma project, designed and automated a P&L template for Branch/District by retrieving data from Management Reporting Tree in Hyperion, reduced the cycle time from 2 days to less than 1 day and increased the data accuracy• Talent & leadership development: trained & managed a potential FP&A staff during a period of organisation restructure, delegated Taiwan FP&A duties to the staff, received a Teamwork Award in 2010 Show less
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Finance Manager
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Jul 2007 - Jul 2009
• Managing and developing accounting and clerical staff to achieve a motivated team• Managing month end reporting and forecasting• Managing financial reporting through both Hyperion consolidation system and Pronto financial system• Managing monthly Balance Sheet Reconciliations• Involvement in annual budgeting process• Liaison with management, external and internal auditors• Ad hoc analysis work and process improvementACHIEVEMENTS:-• Balance Sheet reconciliations: achieved 100% of 7 point peer review; ranked the second best in Tyco worldwide in 2007 internal audit with nil adverse audit comment• Month end reporting: streamlined the procedure for Financial Statistical reporting resulting in reduction of average month end period from 3.5 to 2 days Show less
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Financial Accountant
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Feb 2005 - Jul 2007
• Monthly Balance Sheet reconciliations• Month end process including intercompany recharges, standing & distribution journals, accruals & prepayments, etc• Month end Financial Statistical reporting• Statutory tax payments: GST, FBT, etc• Answer account queries from business, external and internal auditors• Carry out ad hoc analysis as required by finance leaders
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Education
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Chartered Accountants Australia and New Zealand
Chartered Accountant -
Auckland University of Technology
Bachelor of Business, Accounting