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Professional Skills:

      Sixteen years experience including International CPA firm (Grant Thornton and BDO international) 6 years, a US based multinational private family owned company – Chamberlain for 5 years and Hangzhou which for an American & Chinese joint controlled family owned, VC backed local company – SRT for 2 years and other Pre-IPO companies.

      When I worked for Chamberlain, I helped them to establish wholly foreign owned logistic and trading center in Shanghai Wai Gao Qiao Free Trade Zone and joint venture manufacturing facility in Shenzhen based on developing market need and also support regional sales, production, inventory, pricing strategy and analysis from commercial point of view.

      When I worked in SRT, I was involved in decision making for pricing strategy and tailor made telecom value added services product packages for different clients, take lead to negotiate with lead investor & VC / PE regarding details in the term sheet and close final VAM deals. I had also managed to switch disclaimed auditors’ report prepared by DTT for year 2004 to clean auditors’ report officially issued by EY for year 2006 & 2007 to facilitate HK IPO requirement.

      I managed and experienced to work with different companies and industries from 100 headcounts, USD 2 million annual sales in manufacturing, trading and exporting garage door openers in Shenzhen, 800 headcounts, USD 15 million annual services fee in telecommunication industries in Hangzhou, 8000 headcounts, USD 300 million annual sales in manufacturing and distribution roasted nuts in Hefei.

      Highly developed ability on project management, cross group collaboration and coordination skills, and demonstrated technical knowledge on US GAAP, PRC GAAP, China business laws, tax and foreign currency regulations.

     Close fund raising and legal / finance due diligence review conducted for telecom, retail/manufacturing and education industry companies recently.

     Strong skills for shareholder purchase agreement negotiation, present current company business value based on valuation results to the board of directors, interested investors and auditors.

      Excellent communication andpersuasionskillsinEnglishand Mandarin and 6 years proven trackrecord of gaining consensus and building close relationships internally and externally.

      Insight and strategic view on business development for Chamberlain’s growth in Asia Pacific region.

      Good international exposure and strong impact and influence to people as a powerful communicator. Have been 6 different countries and regions for business proposes communication / co-ordination globally with internal organization including but not limit to Germany, Italy, American and Mexico finance organization and externally auditors, agencies for importation, custom clearance, government authorities and the outside public. Deeply involved and coordinate for due diligence review and complete acquisition for Chamberlain Malaysia, Australian plant.

Work experience

Oct 2011Present


Bizvision Global

Company Description: A Pre-IPO company engaged in trading of Fuel oil, chemical, plastics and rubber etc raw material chemcial products. A fast growing company with turnover RMB 5.7B in year 2011 and target to achieve over RMB 10B sales this year.


Report to CEO and board of directors to meet repaid financing need, work with local banks to get more credit to issue letter of credit to overseas suppliers and accounting team to enhance internal control and improve accounting reocrds.

1. Build a finance team from 5 employees to 9 employees and clean up historical accounts in last 24 months. Zhongxingcai Guanghua CPA Co., Ltd, one of the CPA firm with securities and futures qualifications had issued a clean auditors' report for the year of 2010 and 2011.

2. Work with local and Hong Kong law firm to establish future IPO corporate structure and make sure both local and oversea entity's tax effectiveness.

3. Take lead to non-publically issue first round of private debt financing, work with securities company to meet the requirement of Shanghai Stock Exchange

4. Take lead to upload supply chain model into company's ERP and implement for management reporting and anaysis purpose

5. Review and anaysis each BU's performance by different product lines

6. Take lead to M&A and carry out due dilligence to the potential target companies 

Jun 2010Nov 2010

Vice President Finance

The Ivy Group

Company Description: A Pre-IPO company engaged in education industry invested by Temesak (with a multinational staff of 380 people and manage a portfolio of S$186 billion, focused primarily in Asia and Singapore). .


Report to CEO and board of directors to review expansion plan, work with finance and legal advisor for due diligence, complete second round of financing.

1. Build a finance team from 3 employees to 8 employees and clean up historical accounts in last 12 months

2. Improve internal controls and set up SOP for each process

3. Finalize accounting records and successfully passed due diligence from top law firm and finance advisor

4. Prepare budget for all schools for next fiscal year

5. Review monthly finance results with each campus every month

Dec 2009Feb 2010

Deputy GM Finance

Qiaqia Food Co., Ltd

Company Description: USD 300 million annual turnover, 10 manufacturing plants and more than 120 sales offices worldwide, more than 800 employees. It engaged in manufacturing roasted nuts and distributed to each super markets and chain stores.

Deputy GM, Finance

Subordinates: 110


Report to both GM Finance (niece of the founder) & CEO (the founder), tried to introduce new management tools & improve internal controls to strength their competitive advantages:

1.Introduce EVA (economic value added), help company to improve performance by better understanding the value inherent in the strategy and operations. Assess the value of an acquisition target, formulating the structure of a compensation plan to best maximizes the value creation of the business.

2.Try to set up cash pool to reduce unnecessary loan interests and improve cash flow

3.Reviewed current operational analysis reports and indexes, introduce and try to set up dashboards to control daily sales and manufacturing performance. This could enable management / managers have a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged in a single screen so the information can be monitored at a glance.

4.Outsourcing travel services to Ctrip and get monthly data analysis reports for management purpose

5.Coordinate for due diligence requirement from investor and close the deal with investor

Oct 2007Nov 2009

Finance Controller

Silk Road Technologies

Company Description: A pre-IPO company, fast growing IT/ telecommunication business in Hangzhou. The Group (includes BVI, HK, 3 local operation companies, 15 branch offices, more than 800 employees) is principally engaged in technology development, consulting; internet design; mobile value added services sales; sales and installation of computer hardware and software, etc.The company had got second round VC backed investment in April 2008.

Director, Finance Controller

Subordinate: 12




Report to CEO and board of directors and play key management roles in below areas:

  1. Close deal for second round venture capital investment
  2. Set up valuation model and work closely with EY, investor and Sallmanns to finalize corporate business valuation to decide institutional investment portfolio and related accounting treatment
  3. Prepare 5 years cash flow projection / forecasting to support current company NPV (business value) for financing negotiation
  4. Automate financial reports and implement report format under Kingdee environment
  5. Coordinate with external auditor, switch from Deloitte Shanghai office to EY Hangzhou to complete year 2005 audit and clean up accounts for year 2000 to 2005
  6. Managed EY Hangzhou to close year end audit for year 2006,2007 and 2008
  7. In charge to improve internal control and optimize operation flow
  8. Implement KPI and assessment system for employees
  9. Build up team for finance department
  10. Manage 15 branch offices & analysis for their investments and returns

Understanding the business is critical as a key contributor for decision making, my insight business experiences, especially related to attract investors, close deal with investors, maintain good relationship with them could be significantly helpful in the future negotiation with other institutional venture capital investors during fund raising:

  1. Think Big. Prepare forecast based on multiple product lines & projects and company valuation.
  2. Work on due diligence from both legal and accounting perspective
  3. Negotiate Terms Sheets provisions and prepare ESOP plan
  4. Improve internal control according to Sarbanes-Oxley Section 404 and implement COSO framework
  5. Improve corporate governance


  1. Correct Deloitte’s misunderstanding on business combination under common control. Deloitte and the board of directors agreed to change method for preparing consolidated financial statements from acquisition accounting (IFRS 3) to merger accounting
  2. Refresh finance team and training IFRS rules to each individual
  3. Streamline operation process and improve operation efficiency
  4. Both investor and EY accepted our own valuation results based on DCF model and complete investment and auditors’ report accordingly.
Jun 2002Sep 2007

Finance Controller Asia

Chamberlain Automation Systems (Shanghai) Co., Ltd.

2002/06----2007.9: Chamberlain’s facility in both Shanghai and Shenzhen

Company Description: Chamberlain is one of the cornerstone companies of Duchossois Industries, Inc., a privately-owned, diversified, multinational company that carries the added strength, respect and financial stability of a billion dollar-plus corporation. The Chamberlain Group, Inc. is the world's largest manufacturer of residential and commercial door operators, access control products and gate operators.

Finance Controller – Asia

Responsible for both Shanghai trading company, Shenzhen manufacturing plant, Asia territory sales analysis and logistics. Report to GM Shenzhen and GM Shanghai which based in Singapore for operational issues, dotted line report to controller based in Germany for sales respective and controller based in USA for manufacturing and cost control respective. Travel to Singapore, USA, European countries couples of times every year to attend annual sales and controllers conference.

Chamberlain Computime Electronics (Shenzhen) Co., Ltd. (2006/10----2007.9)

Report to USA Headquarter on operation for manufacturing activity in Shenzhen (Joint Venture between Chamberlain Group Inc. and Computime Ltd, a HK listed company)

Subordinate: 5


- Based on corporate Authorization Metrics, approve expenditure and minimize manufacturing cost

- Implement budget and planning

- Improvement of internal control and process

- Coordinate the month end close and reporting

- Perform monthly review and analysis on financial statements as well as production price variance, manufacturing variance, actual overhead vs plan

- Cost control : cost accounting, analysis and reduction

- Make sure corporate activity compliance with tax reporting, custom reporting and other government requirement

- Coordinate China frozen cost, intercompany pricing structure and billing

- Co-operate with external auditor, consultant, and lawyer and manage their services

- Manage to set up another hub in Shenzhen for export business globally

- Recommend on next step developing structure in Asia pacific region

- Implement SAP for Asia facilities


Mange JV operation, finance and material planning at the start-up stage

Set up standard cost system and improve inventory management

Involved in acquisition for Malaysia and Australia facilities

Chamberlain Automation Systems (Shanghai) Co., Ltd. (2002/06----2006/10),

Finance Controller-Asia

Report to European Headquarter for Asia operation on sales, marketing development, cash flow and inventory status


- Provide accurate and timely financial information and analyze accounting activities and develop Financial Statements. Also responsible for applying Chinese accounting principles and techniques and enforcing company policies including but not limit to preparing annual budget, sales forecasting etc.

- Provide accurate and timely financial information by applying Hyperion Enterprise, BPCS, various cubes, OLAP, Outlooksoft and Essbase etc. tools and management reports including but not limit to sales report by territory, by product line, various geographic sales and expenses breakdown etc. expenses report for Asia on monthly basis as directed

- Plan, coordinate and update inventory Min/Max report on weekly basis and responsible for replenishment of stock as well as inventory/cash flow rolling forecast

- Maintain a professional working relationship with Senior Management, the Corporate Accounting Department, external auditors, and agencies for importation, custom clearance, government authorities and the outside public

- Analyze accounting activities and develop Financial Statements so as to be in compliance with Chinese laws and requirement by Corporate

- Supervise and manage all work flow related to accounting matters this would include but not limit to accounts payable, account receivable, Fixed Assets and Inventory

- Coordinate both the Chinese month end closings and year-end audits for Singapore, Shanghai, Beijing and Shenzhen

- In conjunction with credit department, keep control of the account receivable with the Chinese customers

- Be responsible for Human Resources, logistic and daily general operation for Singapore, Shanghai, Beijing, Shenzhen


Being the first employee, manage all process after business licenses had been issued

Manage HQ to start to do business in China and control outsourced parties including third party logistics, import & export, custom clearance agents

Effective communicate with Germany and American colleagues for Asia business treads and sales strategy

Leave Reason: Career development

Based in Shenzhen to work closely with USA headquarter on plant management, internal control, cost analysis, cost reduction project and implement SAP in Asia.

In charge of plant in Shenzhen which have hundreds people, carry out material processing, accessibly and export finished goods to European countries.

Feb 2001May 2002

International Business & Tax Services Dept. Manager

BDO Reanda CPAs Firm

Company Description: 10 years professional services for local state-owned enterprises, join BDO global network and become member firm on March 2002

International Business & Tax Services Dept. Manager

Specialize on International assignments, referral, provide full range tax and consulting services to multinational companies

Reporting line: Partner



- Manage portfolio of clients in telecommunication, high technology, and manufacturing industries

· Set up this department from scratch and manage a team with 5 professionals to delivery high level quality services. Includes:

- Assist to establish a company from scratch prepare all application documents and follow up with business registration

- Follow up with subsequent registration with all authorities

- Provide on-going bookkeeping services, corporate and personal tax services

- Provide controller function services, manage cash and bank account for all out-going payment to services provider, calculate and effect payroll and welfare on monthly basis

- Renew all registration certificates annually on clients’ behalf

- Provide year end audit services to clients

- Help client prepare documentation for annual inspection from local registration authorities

- Consult on daily question on tax reporting and planning

- Negotiate with local tax authorities on calculation method for corporate tax on behalf of client

- Negotiate with local tax authorities on surcharge, fine payment, if any

- Help client prepare documents to cancel current operation and handle, control de-registration process

- Coordinate with all authorities involved to cancel all registration certificates

· Provide training seminar to employees and help them to grow in the professional fields

· Find new clients for business development

· Join global network of BDO international and manage all multinational clients referred to Beijing


- Grow business from 0 to 30 clients

- Annual services income exceed RMB 1 M

- Successfully to be member firm of BDO international in Beijing due to excellent performance and lead the team to handle global referral clients professionally

- Employee could be promoted annually after training

- Each employee managed is able to work independently and self-motive

Jun 1996Dec 2000

Manager, International Consulting and Tax Services

Grant Thornton Beijing

Company Description: Member firm of Grant Thornton International, focus on multinational companies

Manager, International Consulting and Tax Services

Working in audit, tax and consulting department, carry out due diligence, internal control review and flow chart for improvements, prepare financial statements according to GAAP required by cleints

Reporting line: Partner



- As a manager, full range experience in accounting and auditing in high technology, financial service, real estate, and manufacturing industries

· Lead audit team to prepare financial statements in accordance with Hong Kong GAAP, PRC GAAP, US GAAP, or IAS according to requirement from client, including:

- Prepare audited financial statements

- Prepare consolidated financial statements

- Prepare adjustment entry due to different requirement by applying different GAAP

- Implement goes through test to report weakness on internal control, prepare management letter to bring clients’ attention and enable them to improve in the future operation

- Carry out due diligence based on different requirement from clients

- Carry out specific purpose audit based on different requirement from clients

- Investigate fraud based on different requirement from clients

- Set up internal control point and report on any exception

· As Team Leader in international tax planning aspect:

- Consult on setting up offshore company, field selection and recommendation

- Assist in preparing application documents

- Consult on prons and cons from tax and administration point of view

- Manage annual board meeting for offshore company and pass annual inspection

- Consult on transfer pricing strategy between different entities


- Quick learning and to be promoted from fresh man every year

- Taste different function on audit, tax, consulting management position


- Three year continuously excellent performance employee award


Charlie Zha

I was introduced to SRT with the help of Joshua, the financial controller of SRT. He always showed great responsibility and care about the whole interest of the comany no matter whether or not it was his duty. So I think any employer want this type of partner so much, and he can give great contribution to the development of a company. Also, he is very nice,patient to his colleagues. So I want to recommend him as an expert and a nice man.

Kuan Wei Mok

Joshua is the CFO for my client, SRT and we have worked together for more than 2 years to resolve many seemingly unsolvable accounting and financial challenges such as complex financial instruments, restructuring, consolidation, taxation, etc, as well as clearing various historical audit backlogs inherited from his predecessor in SRT. Joshua is a professional CFO with high integrity, extremely approachable and pleasant personality and strong passion on his employer. His responsiveness and sense of responsibility towards his duties and on his capacity as personal friend is rare breed in China and I felt very lucky to have him as my client and as a good friend of mine too. Even as a senior manager from Big 4, I have in deed learnt a lot of Joshua, especially on corporate management, leadership and self development. I really enjoyed working with him and I am highly recommending him to any of his future employer.

Ricardo Malats

Joshua worked for Chamberlain for last six years. He was a key ingredient to help us manage our fast growth in the Asia Market. Particularly, in China he always assumed newer responsibilities beyond his immediate job and became an expert in import and export know-how. He was instrumental in helping Chamberlain establish our distribution network in Asia. Joshua was an asset to the Chamberlain. He was always cheerful and willing to assist with any task. In addition, Joshua was motivated and interested in learning. Joshua is relocating due a new job opportunity and, unfortunately, we will no longer be lucky enough to have his services. He will be missed and I highly recommend him to any future employer.




Nov 2001Jun 2002


The Chinese University of Hong Kong
Sep 1992Jun 1996


Capital Economic & Trade University