Xiaoxuan Li

Experience

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  Taiyuan transformer plant

  Oct 1996 - Jan 2002

  Sales

  Planned, organized, and implemented sales programs for the regional sales team. Managed handling and handled key accounts.

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  Office General

  Dec 2004 - Nov 2009

  Review and approve financial statements and preparation of management reports based on the financial accounting informationBudget setting and enforcement with rolling forecastsEnsure compliance to Group policiesCoordinate and maintain a successful relationship with both internal and external auditors Maximizing tax efficiency within the framework of PRC Tax Law. Coordinated accounting matters with other departments, locations, and divisions. Reconciled and assured the accuracy of journal entries and accounting classifications assigned to various records. Prepared income and balance sheet statements, consolidated statements and various additional accounting statements and reports.

  • Financial controller

    Mar 2006 - Nov 2009

  • finance supervisor

    Dec 2004 - Feb 2006
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  Shanghai Tangson investment management Co.,Ltd

  Sept 2009 - Mar 2012

  Financing &Investment director

  The designer-in-charge of BT government purchasing fund modelProven ability to contribute significantly to the raising of fund, Due Diligence, negotiation and leadershipAnalysis of cash flow statement, financial statements and appraisal of company's investment activities-building financial modelStrong relationship with local government entities and intermediary firms especially in the field of accounting, auditing, asset appraisal firms, trust companies and commercial banks.

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  Shanghai HongYao investment management Co.,Ltd

  Mar 2012 - now

  Chief Financial Officer

  Establish the financial management system, audit system and organize the implementation of the company's financial strategy, financial management and internal control; Investment and financing activities support. Provide advice and decision support for major investment, financing, M & A and other business activities, establish and maintain good relationships with relevant government departments, such as finance, taxation, banking, and accounting firms;Formulate company financial objectives, policies and operating procedures; be responsible for the financial, accounting, investment, financing, investment relations and legal affairs of the company;Audit financial statements, submit financial analysis and management reports; participate in investment project analysis, argumentation and decision making; follow up and analyze various financial indicators to reveal potential operational problems and provide management decision reference;Ensure the efficient operation of the company's financial system; organize and facilitate the company's annual business / budget planning process, including capital requirements planning and normal operation; According to the actual operating conditions of the company, to formulate effective financing strategies and plans, to use various financial means to ensure the optimal capital structure of the company; Calculate the profit of the investment project, analyze and allocate the cash flow and profit, and analyze the cost. Show less

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  海银财富管理有限公司

  Nov 2018 - now

  机构财务部总监

  募资渠道开发建设，并发掘机构客户：私募客户、产业客户、上市公司、非上市公众公司、金融同业等机构客户的业务需求及资金募集合作模式设计、维护工作；针对机构客户的资产配置需求，开发多元化业务模式，为机构投资者及部分高净值投资者提供合适的金融产品及融资类综合金融服务；主持部门经营、组建、管理等各项工作，完成年度业绩和管理指标；完成公司执行董事交代的其他相关工作。