Experience

Aon-COFCO Insurance Brokers Co., Ltd.

• China
• Insurance
• 100 - 200 Employee

• E&O and Parent Accounting Manager

  • Aug 2016 - Present

  Managing and leading financial support for global Risk Management reserves and Parent Accounting, including monthly close and reconciliations, IFRS and 3-10 reporting, SOX compliance, working capital and monthly forecasting, and related audit requests. Supervising and mentoring two senior accountants.Responsible for transitioning recurring items to off-site finance centers and India team.Responsible for 11K statutory audit and non-for-profit annual audits.Assisting in financial system ERP implementation. Show less

• Senior Accountant and Risk Management FP&A Lead, Parent

  • Mar 2003 - Aug 2016



Universal Access Inc.

• Canada
• Architecture and Planning

• Accounting Operations Manager

  • Jan 2000 - Apr 2002

  Managed daily operations and supervision of up to 13 employees in payroll, accounts payable, purchasing, T&E, billing, accounts receivable and collections, and general ledger. Managed monthly and quarterly close for Q101 and prepared weekly and monthly management reports. Assisted with monthly review of actual versus budget results for 9 cost centers. Met monthly with 3 department heads to review results, discuss variances, and record accruals as needed. Coordinated development of internal process between Legal and Payroll teams for employee restricted stock activity with broker, transfer stock agent, and employees. Evaluated and conducted semi-annual performance reviews for direct reports and supervised staff reviews. Interviewed, hired, and developed staff personnel. Supervised and assisted in conversion of accounts payable and accounts receivable data from Solomon to Oracle. Assisted staff with troubleshooting of Oracle errors and coordinated resolution with IT and outside consultants.Assisted with development of corporate purchasing policy and implementation of revised purchasing process with outside consultants. Show less



Formerly Freeborn & Peters LLP (now part of Smith, Gambrell & Russell, LLP)

• United States
• Law Practice
• 100 - 200 Employee

• Accounting Manager

  • Dec 1998 - Dec 1999

  Managed overall operations, supervision, review, and evaluation of the Accounting Department Operations. Supervised month end close and prepared and distributed monthly management reports. Interviewed and hired Accounting Department personnel. Evaluated and conducted performance reviews for staff of 8. Supervised and assisted in testing accounting software for Y2K compliance, development of automated reports with outside consultant, and conversion of accounting software to upgraded version. Assisted in preparation of quarterly financial materials, year-end audit, and tax work. Prepared 2000 revenue and expense budget. Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Second Year Supervising Senior, Financial Services

  • Dec 1997 - Dec 1998