Taipei, Taipei City, Taiwan
As a US CPA reporting directly to regional leadership, I specialize in bridging the gap between regional governance and operational execution. I transform complex tax, customs, and commercial requirements into scalable regional processes that drive both compliance and profitability across APAC. Core Expertise & Impact: Regional Governance & Strategy: Direct reporting to regional leadership, overseeing pricing governance, intercompany/TP design, and APAC tax risk identification. Performance Management: Lead regional monthly performance tracking, designing high-visibility trackers that ensure accountability and alignment with local business teams. Market Expansion & RTM: Conducted new Route-to-Market (RTM) assessments, evaluating subsidiary establishments and distributor models through value chain pricing simulations and multi-stakeholder coordination. Cross-Border Compliance: Orchestrate complex Re-export compliance and act as the primary legal liaison for Taiwan and China subsidiaries, managing relationships with law firms and external advisors. Systems & Controls: Proven track record in leading subsidiary-level ERP implementations and internal control setups from the ground up to ensure financial scalability.
(Regional Role | Reporting directly to Regional BD Head) Regional Finance, Governance and Performance Management - Led APAC regional budgeting, coordinating inputs from multiple markets and aligning financial plans with regional commercial priorities - Owned APAC regional monthly performance tracking, designing trackers to provide management with clear visibility on commercial performance and execution progress, enabling timely follow-up and accountability with local business teams - New Route-to-Market (RTM) assessments, including subsidiary establishment evaluation and new distributor/agent transaction model assessment, partnering with external accounting firms, warehouses, and customs brokers Pricing, Intercompany & Tax Governance - Led APAC and subsidiaries' pricing review and control, safeguarding margins and ensuring transfer pricing principles - Led value chain and pricing simulations to propose competitive pricing that ensures local distributor profitability and alignment with regional commercial strategy - Designed and proposed intercompany service and cost recharge flows across APAC entities, independently aligning with Taiwan and China tax advisors - Assessed regional tax risks related to cross-border services and re-export transactions, and coordinated mitigation actions with external accounting firms Re-export & Cross-border Compliance - Acted as APAC regional lead to coordinate re-export governance with HQ stakeholders, ensuring alignment across finance, tax, customs, and operational requirements - Coordinated with customs brokers, bonded warehouse operators, subsidiary finance teams, local CFO and headquarters to ensure regulatory compliance and operational feasibility
(Dual Reporting: Subsidiary CFO & APAC BD Director) Financial Analysis & Performance Tracking - Supported monthly APAC performance tracking and distributor depletion monitoring, providing actionable insights to drive business execution across multiple markets - Conducted ad hoc financial analyses to support both subsidiary CFO and APAC BD Director in decision-making ERP & Internal Control - Independently led of subsidiary ERP implementation and internal control setup, including process mapping, system configuration, and internal control point design - Partnered with finance team colleagues for local process alignment and incorporated CFO guidance (~5%) to finalize governance standards - Strengthened subsidiary financial governance and audit readiness, establishing a foundation for future regional scalability Subsidiary Establishment & Regulatory Compliance - Successfully established new subsidiary in 6 months by partnering with external accounting firms, including obtaining legal licenses and coordinating with local authorities
- Processed vendor invoices and employee expense reports (T&E), ensuring timely and accurate payments - Reviewed and validated expense documentation to comply with internal policies and regulatory requirements - Partnered with the finance department managers to resolve discrepancies and improve payment process efficiency - Supported month-end reporting and reconciliations, gaining hands-on understanding of accounts payable and general ledger processes - Contributed to process improvements, streamlining approval flows and enhancing audit readiness - Assisted in Microsoft ERP implementation process
- Prepared transfer pricing documentation and master file /local file / country-by-county reports (three-tier documentation) for multinational clients, ensuring compliance with OECD guidelines and local tax regulations - Participated in multiple Advance Pricing Agreement (APA) applications, both unilateral and bilateral, supporting negotiation and submission with tax authorities - Supported consulting engagements, providing transfer pricing and international tax advisory to multinational clients - Collaborated with audit teams and client finance teams to gather data, validate assumptions, and ensure accuracy and defensibility of transfer pricing positions - Gained hands-on exposure to international tax compliance, cross-border transactions, and regulatory reporting requirements
- Conducted audits of banking, manufacturing, and biotech clients, ensuring compliance with local accounting standards and internal controls - Participated in multiple Thailand-to-Taiwan IPO projects, including site visits every 2 months, coordinating with local teams and regulators - Performed financial statement preparation and review, identifying key risks and ensuring accurate reporting - Assessed internal controls reviews, providing recommendations for process improvements - Collaborated with cross-border teams and client finance staff, gaining hands-on exposure to international accounting, compliance, and reporting requirements