
Timeline
About me
Finance Manager at HSBC Life
Education

The hong kong university of science and technology
2013 - 2017Bachelor of business administration (bba) finance & professional accounting
Experience

Deloitte
Sept 2017 - Feb 2019Analyst - risk advisory• Engaged in various projects across industries such as property, automobile, manufacturing, railway, semi-conductor, amusement park etc.• Evaluated and provided advice on internal control of all aspects with one of the largest automobile dealers in Mainland China• Coordinated different parties and organized large amount of data in ESG reporting with the largest railway company and one of the largest property development company in Hong Kong

Pwc
Mar 2019 - Mar 2020• Engaged in annual audit with multinational insurance companies, banks and asset management firms• Audited financial statements and assessed accounts for accuracy and regulatory compliance• Appraised adequacy of internal control systems by performing a walkthrough and preparing flowcharts of various operations in insurance companies
Senior Associate - Financial Services Practice Assurance
Oct 2019 - Mar 2020Associate - Financial Services Practice Assurance
Mar 2019 - Sept 2019

Aia
Apr 2020 - Feb 2021Senior associate - project halley ifrs 17• Managed to perform end-to-end (E2E) user acceptance test (UAT) on thesystems to integrate the current insurance technical background andproducts to reform the financial reporting system• Engaged in planning and testing on accounting posting and IFRS 17disclosure notes with SAS system and source enhancement with extract,transform and load (ETL) tools• Investigated defects in various data flow processes and account posting andresolve the issues with actuarial and IT team collaboratively Show less

Ey
Mar 2021 - Sept 2023• Engaged in IFRS 17 system architecture and ETL design projects for insurance companies in Hong Kong, China, Taiwan and Vietnam• Prepared detailed data mapping, ETL process and expense allocation design from the source systems to meet the requirements of SAP FPSL and PAPM data model• Led in user acceptance test (UAT) for clients by investigating defects and identifying root cause so as to improve and enhance the data mapping design• Prepared target operating model (TOM) and designed Internal Control over Financial Closing (ICFR) based on IFRS 17 implementation Show less
Manager - Business Consulting
Oct 2022 - Sept 2023Senior Consultant - Business Consulting
Mar 2021 - Oct 2022

Hsbc
Sept 2023 - nowManager - finance at hsbc life
Licenses & Certifications

Certified practising accountant
Cpa australiaJun 2022- View certificate
.webp)
Certified financial risk manager
Global association of risk professionals (garp)Nov 2019 - View certificate

Passed cfa level 1 & level 2
Cfa institute
Languages
- enEnglish
- caCantonese
- maMandarin
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