Felix Chan, FRM, CPA

Felix chan, frm, cpa

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location of Felix Chan, FRM, CPAHong Kong SAR
Phone number of Felix Chan, FRM, CPA+91 xxxx xxxxx
Followers of Felix Chan, FRM, CPA199 followers
  • Timeline

    Sept 2017 - Feb 2019

    Analyst - Risk Advisory

    Deloitte
    Mar 2019 - Mar 2020

    Senior Associate - Financial Services Practice Assurance

    PwC
    Hong Kong
    Apr 2020 - Feb 2021

    Senior Associate - Project Halley IFRS 17

    AIA
    Mar 2021 - Sept 2023

    Manager - Business Consulting

    EY
    Hong Kong SAR
    Current Company
    Sept 2023 - now

    Manager - Finance at HSBC Life

    HSBC
  • About me

    Finance Manager at HSBC Life

  • Education

    • The hong kong university of science and technology

      2013 - 2017
      Bachelor of business administration (bba) finance & professional accounting
  • Experience

    • Deloitte

      Sept 2017 - Feb 2019
      Analyst - 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 2020
      • Associate - Financial Services Practice Assurance

        Mar 2019 - Sept 2019
    • Aia

      Apr 2020 - Feb 2021
      Senior 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 2023
      • Senior Consultant - Business Consulting

        Mar 2021 - Oct 2022
    • Hsbc

      Sept 2023 - now
      Manager - finance at hsbc life
  • Licenses & Certifications

    • Certified practising accountant

      Cpa australia
      Jun 2022
    • Certified financial risk manager

      Global association of risk professionals (garp)
      Nov 2019
      View certificate certificate
    • Passed cfa level 1 & level 2

      Cfa institute
      View certificate certificate