Qing Li
Senior Finance Manager at AnBang Property Insurance Co., Ltd Shanghai Branch- Claim this Profile
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英语 Full professional proficiency
Topline Score
Bio
Credentials
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ACCA
英国特许公认会计师协会 -
CPA
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中级会计师
中华人民共和国财政部 -
高级会计师
上海市会计委员会
Experience
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Anbang Insurance Group
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Financial Services
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100 - 200 Employee
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Senior Finance Manager
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Mar 2018 - Present
AnBang Property Insurance Co., Ltd Shanghai Branch Senior Finance Manager 2018.3-present Responsibilities are: • Review, update, set up and implement policy, procedure, process for better operational efficiency and internal control • Lead annual budget, forecast, and monthly review process. Make recommendation and support management decision-making process. • Work with sales & marketing to set up business plan and strategy to increase revenue and profit margin. In the big projects, such as Vehicle extended warranty contract liability insurance for the GM automobile, ship building co-insurance for the JN shipyard Co., compile the risk control recommendations to help the marketing department to gain the over 8400 million Yuan achievements. • Monitor local operation performance of revenue (net and gross), margin, EBIT, project milestone against financial plans and ensure local/corporate management is advised on exposure and potential issues • Be liaison with auditor, tax authority, bank and local supervisor • In charge of corporate capital distribution, cost analysis and finance analysis. • Manage, train, and motivate finance team. Promote team work and business partnership Achievements: • Optimized local finance team structure to provide better support to business, reward good performer, and have proper back to each position. • Established financial closing procedure which was not in placed before. Implemented closing checklist, working paper review • Updated costing module to have a better evaluation of sales performance and support sales bidding. • Setup agent tax management system. • Best employee award in 2018. Show less
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General Manager
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Jun 2013 - Mar 2018
Responsibilities are: • Business development • Initiate kinds of the promotion campaigns at least hundreds times each year, • Lead the corporation with Bank for the bank insurance products, having perfect relationship with several big banks, such as ICBC、 ABC、CCB、CMB、BOC etc. • Organize annual budgeting plan and KPI setup. • Organize risk assessment and execute the risk management plan. • Organizational • Develop and align organization and people strategies with strategic and critical business needs. • Act as champion for higher-level management, and provide leadership, direction, and guidance to the team. • Creates a work environment that puts team and collective results first and ensures collaborative teamwork. Inspires purpose and direction by transparently communicating challenges, successes, and strategies. Improve the Employee Satisfaction Survey result from 60% to 90% in three years. Achievements: • Diversification of the products selling channels, widen range of products on sale, and make Shanghai branch be top 3 in the 42 braches • Reach to average 2 billion Yuan daily. • Deeply cooperation with most of the banks and to be the major strategic alliance. Show less
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Anbang Insurance Group
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Financial Services
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100 - 200 Employee
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Fund Department Manager
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Nov 2008 - May 2013
Responsibilities are: • Manage corporate level daily bank position. • Create and manage the capital management system. • Optimize the capital settlement method. • Create and manage the capital management system. • Involve M&A • Involve land procurement project. • Innovative financing mode. Plan and execute subordinated bond Issuance and roadshow. • Involve the preparation of Third Party Payment Company. Achievements: • Capital management system: It includes seamless interface among other system inside corporate like oracle and OA as well as ensures the data security, integrity, accuracy and efficiency. The system was awarded as “the best innovation of capital management system” by CMB in 2011. • Multiple settlement mode: Working with Bank, third party payment company to introduce the new settlement mode to realize POS, check, bank transaction and wire transfer. • Quick claim: Accelerate the claim speed by improving the settlement method. • Setup Third party payment company in 2014. • 3.5B subordinate debt raising. • Acquire Ruifude Health Insurance Company. • Win the bid of land procurement Show less
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Fund Department Manager
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Oct 2005 - Nov 2008
Responsibilities are: • Participate the development of oracle system. • Establish internal capital settlement system. • Initiate the annual capital deployment plan and forecast. • Participate company level financing plan. • Organizes the financial planning for large amount procurement. Achievements: • Developed company level oracle system including sales tracking, cost management, inventory management, and tracking the market trend. 。 • Setup internal capital settlement system, which highly improve the efficiency of capital as well as the capital tracking. • Average RMB 200M annual loan (20 loans, RMB 2.5B YTD loan) without any contract violation Show less
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Internal Auditor
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Oct 2002 - Oct 2005
• Responsibilities are: • In charge of internal audit for 30+ branch companies. Find improvement opportunities and correct action. Find compliance issues. • Participate the internal audit policy and execute it. • Achievements:: o RMB 5.1M saving. o Establish the risk management system. • Responsibilities are: • In charge of internal audit for 30+ branch companies. Find improvement opportunities and correct action. Find compliance issues. • Participate the internal audit policy and execute it. • Achievements:: o RMB 5.1M saving. o Establish the risk management system.
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China Bank Zhejiang Branch
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Hangzhou Zhejiang
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Financial Analyst
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Apr 2002 - Oct 2002
Responsibilities are: • Financial analysis • Involve the financial accounting reform • Involve the Financial Non-Performing disposal Responsibilities are: • Financial analysis • Involve the financial accounting reform • Involve the Financial Non-Performing disposal
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Education
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1999 - 2002
Hangzhou Dianzi University
Master, Accounting
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