Director of Finance

• Oct 2019 - Present

Associate Director of Finance

• Apr 2019 - Sep 2019

Senior Finance Manager

• Apr 2018 - Mar 2019

. Lead monthly, quarterly and annual closing process by preparing closing checklist ,reviewing all Journal entries and accounts reconciliations; Ensure all financial activities are recorded completely and accurately; . Participate in various M&A financial due diligence by reviewing financial statements, interviewing target company personnel and drafting working paper; Assist investment team to close the deals;. Prepare/review monthly financial reporting package, and upload to HFM system to ensure Fosun Group consolidate its financial statements timely;. Analyze financial and operational results; provide monthly and/or quarterly operation variance analysis,revenue analysis, expense analysis and other ad-hoc reports. Assist CFO in various projects such as develop internal control processes, streamline accounting operation and prepare five year business plan;. Prepare budget and cash flow forecasts by analyzing historical data and gathering estimated figures from different departments; . Participate finance software Yardi implementation and produce cash flow statement template and IFSR report template in the system which significantly improve operating efficiency; . Ensure all Fosun’s US entities are comply with tax regulations by liaise with tax consultant to file tax returns timely. Show less

Finance Manager

• Jan 2016 - Mar 2018

Accountant

• Sep 2014 - Dec 2015

• Perform month-end, quarter-end and year-end closing to ensure all journal entries are recorded completely and accurately into the general ledger • Review AP journal entries for accuracy of general ledger coding and proper intercompany allocation • Perform Balance Sheet accounts reconciliation, such as investment in subsidiary and equity account • Update guarantee bonus and leave behind bonus schedule to accurately record expense and liability • Prepare accounts fluctuation analysis • Complete monthly work papers Show less

Staff Accountant

• Mar 2013 - Sep 2014

• Prepare daily revenue reconciliation using Nex360 and US HAS • Verify payment request and supporting documents • Register and check employee’s reimbursement expense reports and corporate card claim reports • Create monthly Journal entries and upload to Oracle • Perform account analysis and account reconciliation • Complete monthly bank reconciliation • Prepare financial statements • Assist in monthly end and year end close process • Prepare daily revenue reconciliation using Nex360 and US HAS • Verify payment request and supporting documents • Register and check employee’s reimbursement expense reports and corporate card claim reports • Create monthly Journal entries and upload to Oracle • Perform account analysis and account reconciliation • Complete monthly bank reconciliation • Prepare financial statements • Assist in monthly end and year end close process

Volunteer Income Tax Assistant

• Feb 2012 - Apr 2012

• Gathered information by interviewing clients • Organized client tax return information • Accurately filed individual income tax returns for clients • Answered client’s questions about their tax issues • Researched tax law and regulations • Gathered information by interviewing clients • Organized client tax return information • Accurately filed individual income tax returns for clients • Answered client’s questions about their tax issues • Researched tax law and regulations

Accounting Supervisor

• Sep 2007 - Sep 2008

• Provided timely financial statement and analysis report to accounting manager on a monthly basis • Prepared monthly and annual budget (500,000 Yuan/month) for expenditure • Reviewed purchase contracts (15 million Yuan) to analyze product cost and submitted to manager every month • Provided timely financial statement and analysis report to accounting manager on a monthly basis • Prepared monthly and annual budget (500,000 Yuan/month) for expenditure • Reviewed purchase contracts (15 million Yuan) to analyze product cost and submitted to manager every month

Auditor

• Jul 2004 - Aug 2007

• Provided professional audit services for institutional client base of 50+ • Planed the objectives and scope of the audit and prepared an audit engagement • Performed all aspects of an audit, including planning, testing of controls, and preparing accurate workpapers to properly document and support audit findings • Developed recommendations for bringing programs and operations into compliance with goals and objectives, and wrote reports documenting findings • Provided professional audit services for institutional client base of 50+ • Planed the objectives and scope of the audit and prepared an audit engagement • Performed all aspects of an audit, including planning, testing of controls, and preparing accurate workpapers to properly document and support audit findings • Developed recommendations for bringing programs and operations into compliance with goals and objectives, and wrote reports documenting findings