Dynamic finance professional with over 20 years of diverse experience and deep expertise in financial strategy, system implementation, profitability analysis, and risk management. Proven success in enhancing financial health and operational efficiency through strategic budgeting and forecasting initiatives. Strong advocate for team collaboration, consistently delivering impactful results while adeptly navigating dynamic business environments with adaptability and reliability. Committed to fostering a culture of continuous improvement and excellence within financial operations, driving sustainable growth and innovation.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Head of System Implementation
Cabot Credit Management (Europe)
03.2022 - 04.2023
Led finance team to successfully implement the new operating and accounting system Workday for Cabot Financial European group companies.
Researched and resolved barriers to successful system functionality, improving support, and issue resolution.
Collaborated with stakeholders to define project requirements, ensuring alignment between business needs and implemented systems.
Utilized change management principles to guide organizations through transitions brought on by new system implementations successfully.
Established clear communication channels among team members, fostering collaboration toward shared goals during system implementations.
Achieved timely delivery of critical milestones within implementation projects by proactively monitoring progress against established deadlines.
Head of Finance (started as Assistant Controller)
Wescot Credit Service Ltd (acquired by Cabot Financial in 2018)
03.2010 - 03.2022
Improved financial operations by streamlining processes and implementing new bank reconciliation system, increasing efficiency while ensuring compliance with all regulatory requirements along with industry changes
Implemented risk management practices to mitigate potential losses and safeguard company assets.
Managed budgeting process, ensuring accurate forecasting and timely adjustments to meet business needs.
Oversaw annual audit process, ensuring accurate representation of financial position in accordance with UK GAAP, as well as compliance with SOX audit requirement after acquired by Cabot Financial.
Led implementation of new bank reconciliation system, increasing efficiency within the finance department while ensuring compliance with all regulatory requirements along with industry changes
Reduced overhead costs by identifying inefficiencies and implementing cost-saving measures.
Implemented a robust budget variance analysis process to identify discrepancies early on and improve future planning initiatives.
Collaborated with cross-functional teams to align financial goals with overall company objectives.
Developed a complex portfolio level profitability models, forming a solid foundation for company pricing strategies.
Spearheaded merger and acquisition activities, successfully integrating acquired companies into existing financial structures.
Provided senior management with strategic financial insights for informed decisionmaking.
Developed finance team talent through targeted training programs and regular performance evaluations.
Lead Financial Analyst
MFI UK Limited
01.2004 - 06.2006
Provided timely and reliable performance analysis of the business unit and make recommendations to the general manager in the division to achieve the best financial result of all divisions within the business.
Work closely with divisional GM in budgeting, planning and cost control.
Develop management KPIs to drive continuous improvement.
Provide weekly/monthly performance reports with variances analysis.
Developed custom financial models to support strategic planning and resource allocation, driving alignment with long-term corporate objectives.
Head of Finance / Accountant
PingAn Life Insurance
07.1992 - 08.2002
Started as junior accountant, developed management skills and progressed within the company, eventually managed the whole finance function including daily premium collections, treasury management, management accounting, business planning and forecasting, cost control and budgeting, taxation and auditing matters relating to all branches in the region.
Strengthened communication between finance department and other business units, fostering an environment of collaboration across the organization.
Enhanced internal control systems and procedures to mitigate risk and support opportunities.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Education
MA - Global Political Economy
University of Hull
01.2004
BSC - Business Management
Shandong Economic University
07.1992
Skills
System configuration oversight
Leadership in collaborative projects
Cross-functional collaboration
Comprehensive financial projections
Expertise in financial modeling
Financial statement preparation
Financial systems integration
Business process improvement
Internal controls implementation
Development of financial policies
Certification
FCCA (Sep 2004) - Fellow of the Association of Chartered Certified Accountants
DIPIFR (Dec 2006) - Diploma in International Financial Reporting
CPA (Jul 1996) - Chinese Institute of Certified Public Accountants
Languages
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Head of System Implementation
Cabot Credit Management (Europe)
03.2022 - 04.2023
Head of Finance (started as Assistant Controller)
Wescot Credit Service Ltd (acquired by Cabot Financial in 2018)