Michelle Lim

Experience

• 

  Sycip Gorres Velayo & Co.

  Nov 2006 - Jun 2011

  • Senior Associate

    Jul 2008 - Jun 2011

  • Associate

    Nov 2006 - Jul 2008
• 

  HSBC

  Jun 2011 - now

  • Provide the head of the business and chief operating officer the management information relevant for business analysis used for growth of the business• Oversee the financial planning of the Bank’s retail business• Generate the profit and loss statement and balance sheet and perform monthly variance analysis • Keep track the actuals are within targets for costs and actuals meet or exceed plan for revenue• Perform monthly cost deep dive for cost saving initiatives • Review the monthly accruals to be booked • Review the accounting transactions of the Bank’s insurance brokerage business. • Keep track of the FTE count of the department is within plan and sourcing for vacancies are in place. Show less • Responds to internal tax queries and provide timely tax guidance consistent compliant with local tax rules• Assess tax implications of contracts with service providers and similar arrangements with related and external parties• Provides business units with tax guidance to ensure compliance to tax requirements, proper mitigation of risks and overall tax efficiency• Liaise with business units in completing product papers and procedure manuals for roll-out of new products• Prepare a transactional and operational tax test plan and drive the timely completion of reviews to identify and document tax risks and controls, recommend corrective measures and coordinate the implementation of practical measures and solutions review of tax consequences of new products, business proposals, promotions, transactions and processes• Providing tax updates/digests and timely circulation of tax updates / broadcast / digest / guidelines on new BIR issuances and other relevant tax developments as well as proposed legislations to senior management and other affected units• Provide guidance on the Foreign Account Tax Compliance Act (FATCA) endeavor and other international tax exchanges Show less

  • Finance and Business Management Manager

    Nov 2016 - now

  • Tax Compliance Manager

    Sept 2012 - Nov 2016

  • Tax Compliance Manager

    Jun 2011 - Sept 2012