I experienced the merger of two companies: the IB department of Shanghai International Trust & Investment Co., Ltd and Shanghai Financial Securities Co., Ltd.
I improved the personal ability in this confused period. To be a financial manager is to be more responsible. Not only actively cooperate with the financial manager, but also ideally give the reasonable proposals to increase the revenue and reduce cost from the financial view. In 2004, I was transferred to the clearing department of the headquarter in charge of all clearing business.
Responsible for the management and control the entire securities business customer’s turnover margin and the operating funds.
Responsible for the compilation of all statistical reports, accounting statements and turned them to the Shanghai Stock Exchange.
Responsible for the preparation of annual budgets and year-end accounts and supervise the implementation of the budget.
Responsible for the integrity of financial analysis.
Coordinate the company's business, financial contacts and resources between the branches and headquarter.
Fixed assets management: new building, accumulative depreciation and cancellation.
1995/07—2000/04
Shanghai International Trust & Investment Co., Ltd
Industry: Finance/Investments/Securities IB department Accountant/ Accounting Trainee Responsibilities & Achievements:
After a five year’s primaries work, I accumulated rich experience as a financial staff, became more familiar with the operation process, and mastered the whole knowledge of financial affairs and software applications.
In charge of general ledger, make the financial statements, including balance sheet, Profit & loss, Tax report, expense report, cash flow and so on.
Coordinate the entire customer’s demand for funds transfer.
Responsible for cost statements of the company, internal capital allocation.
Other financial assistance for day-to-day operations.
Education/Training
2004/07—2005/05
Singapore English Others
1998/09—2001/07
Shanghai Jiao tong University Business Administration Bachelor I was graduated from Shanghai Jiao tong University, "project management" undergraduates. From the original accounting expertise to the new management knowledge, a progress was obvious. Not only to become a qualified accountant but also to become an integrated officer.
1993/09—1995/07
Shanda University Accounting Associate Junior college diploma of modern accounting management Such as Financial management, Western Accounting, Auditing, Accounting banks, using computer software; all above made a solid financial foundation to my future work.
2001/05—2001/05
Finance Bureau Intermediate accountant
2000/04—2000/04
Shanghai Financial Bureau Computerized accounting training certification
Self-appraisal
I am familiar with various financial systems such as financial analysis, cost control; have the sense of responsibility, professionalism of the work, team spirit, a strong ability to communicate and coordinate, and the preciseness style with clear ideas.
