Hong Kong, Hong Kong SAR
- Solid experience in both commercial and public sectors, with international exposure - Expertise in corporate governance, internal control and financial reporting standards - Capability to foster relationships with stakeholders - Strong analytical, problem solving and presentation skills - Ability to deal with pressure under tight deadlines
Managing a family office based in Hong Kong with substantial investments in Hong Kong and overseas, covering premier commercial and residential properties, HK and US stock trading, private equities and structured products. - Enhance return of an asset portfolio amounting to HK$2 billion. - Set up internal control and infrastructure of the family office. - Liaise with international banks on financing, operations and treasury. - Oversee property leasing and management. - Responsible for financial reporting and compliance.
Family office of K. Wah Group that handles investment management and wealth management with net worth exceeds billion dollars in investable assets. - Provided advice directly to the Chairman on business strategies. - Overseen both the financial and management reporting functions and delivered up-to-date financial information to facilitate decision making by the investment arm. - Monitored the performance of investments held and participated in investment discussion and portfolio analysis. - Developed practical solutions to mitigate potential risk and ensure compliance. - Reviewed and monitored tax issues holistically and advised on tax position of the Group. - Performed treasury function for the Group and the Chairman’s private assets, including cash management and cash flow forecast. - Prepared financial statements and liaised with external auditors for annual audit.
- Provided strategic advice to Council and committees, formulated plans on corporate governance and internal control matters for implementation. - Served as technical adviser at international arena to give feedback to financial reporting and auditing standards during pre-consultation phase. - Commented and responded to exposure drafts, consultation documents, discussion papers in relevant subject areas, such as Listing Rules and corporate finance. - Liaised externally with professional bodies, government authorities and stakeholders to foster relationship. - Focal point to engage with members of different profiles and gauge their views. - Overseen and organized training programmes and events, provided input to the content of training programme and liaised with speakers. - Coordinated departmental matters, such as the department annual budget and forecast, departmental reports and cross-departmental matters internally. - Performed duties and ad-hoc projects assigned, such as data privacy, digitalization. - Deputized for Director in her absence.
- Reported directly to CFO, the Board of directors and Audit Committee. - Listing Rules compliance officer of the Group. - Took ownership of daily accounting operations for Hong Kong subsidiaries. - Set up internal control systems for complying with corporate governance requirements. - Liaised with PRC colleagues in operations, by frequent travelling to China offices. - Assisted in company secretarial tasks for companies incorporated in different jurisdictions, including the Cayman Islands, British Virgin Islands, and Hong Kong. - Prepared the first Annual Report after the listing in Q4 2010, under the then shortened 3-month announcement time-frame.
- Head of the Finance function and reported directly to the Board and Audit Committee. - Set up the internal control systems for a newly established group. - Managed and monitored overall cash flow and treasury functions on a weekly basis. - Reviewed the month end closing and presented to the executive directors. - Involved in the Initial Public Offering exercise for listing in Singapore. - Liaised with investors and handled queries from various shareholders. - Dealt with bankers and negotiated terms for borrowings and financial derivatives. - Acted as Company Secretary and dealt with all the compliance work for companies incorporated in different jurisdictions, including Bermuda, British Virgin Islands, Liberia and Hong Kong.