Bio
Credentials
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Advisor Certification
XeroJul, 2019- Apr, 2026
Experience
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Management Accountant
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Feb 2024 - Present
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United Kingdom
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Business Consulting and Services
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1 - 100 Employee
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Senior Associate
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Mar 2023 - Sep 2023
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Associate
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Apr 2019 - Feb 2023
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Marsh
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Norwich, United Kingdom
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Fiduciary Account Technician
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Jul 2016 - Mar 2019
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Norwich, United Kingdom
Ran the intercompany reconciliations between Retail and Wholesale systems to ensure transactions flow smoothly. Resolved billing queries to ensure the billing reflects the Endorsement and Slip. Prepared monthly account performance reports for the Insolvency business to track accountability.Rectified invoice queries received from clients.Built and maintain strong working relationships, including effective communication, with clients and colleagues from other Marsh divisions.
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Société Générale
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Beijing City, China
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Credit Analyst
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Jul 2013 - Aug 2013
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Beijing City, China
This was a summer internship and my daily duties were,• Researched and analysed economic trends and banking-sector globally to assist credit analysts in theproduction of credit reports for management.• Identified potential risks of clients and update credit reports enabling managers to decide whether to keepinvestments.• Keep up to date with political, economic, financial and business developments with a view toenhancing job performance and credit risk management.
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Winfield Oil Services Ltd
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Beijing City, China
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Account Assistant
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Jun 2012 - Aug 2012
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Beijing City, China
This was a summer internship and my daily duties were,• Recorded the date to date basis business transactions by Excel as so to help accountant producing monthly accounting report which helps managers for decisions making on unnecessary transactions elimination.• Produced cash count sheet and daily funds report by Excel in order to give finance manager a glance ofthe daily cash flows that resulted in improved cash management.• Prepared and produced the semi-annual reports to help the manager to review business finance.
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Education
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2014 - 2015Cass Business School
Master of Science - MS, Accounting and Finance -
University of East Anglia
Bachelor of Science - BS, Accounting and Finance
Suggested Services
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Industry Focus. “Renewable Energy Semiconductor Manufacturing”
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