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  • Ten-year experience in corporate controlling with proven success in managing all financial and accounting functions
  • Kellogg MBA and US CPA (California)
  • Fluent in Mandarin Chinese and English


Work experience

Jun 2012Present

Business Controller

Unipoint MFG. CO., LTD. (A Bosch Group Company)
  • Manage annual business planning and quarterly forecast
  • Prepare monthly financial reporting package, presenting key performance indicators to senior management
  • Lead the controlling team responsible for financial analysis, product costing, and cost center budgeting
  • Perform investment assessment for capital expenditure projects
  • Conduct training for colleagues on financial concepts as a formal trainer at Bosch
Sep 2010May 2012


  • Managed full-cycle accounting and financial reporting using Oracle PeopleSoft
  • Performed financial analysis and account reconciliations in US and foreign currencies
  • Coordinated with US and international offices to resolve accounting issues
  • Assisted with International Financial Reporting Standards (IFRS) based audits for international entities
  • Created Excel macros to generate financial reports, greatly reducing processing time for quarter-end closing and reporting

Jun 2009Sep 2009

Associate Consultant (Summer Intern)

Fiscal Management Associates, LLC
  • Created actionable strategies to strengthen financial management for client organizations
  • Performed financial and benchmarking analysis on best practices in increasing operating surpluses and managing cash flows
  • Won Naming Contest for proposing term used in reports and client presentations
  • Completed Certified Not-for-Profit Accounting Professional (CNAP) course
Jun 2006Mar 2008


Belvedere Seniors Living
  • Led cross-functional team from HR and IT in implementation of new accounting information system achieving 5-year growth goal in 2 years
  • Presented budget variance analysis and earnings forecasts to CEO, contributing to 28% profit increase
  • Conducted independent analysis and research on healthcare services industry, identifying trends of long-term care sector that led to re-positioning strategic initiatives
  • Improved follow-up procedures on overdue A/R accounts, reducing bad debts by 48%
Apr 2005May 2006


Belvedere Seniors Living
  • Increased accounts on pre-authorized payment to 90%, lowering A/R by 56%
  • Developed pro-forma financials to forecast working capital and cash needs
  • Awarded highest performance ratings; promoted to Controller before receiving CGA designation
Apr 2003Mar 2005

Assistant Accountant

Belvedere Seniors Living
  • Designed payroll training program that led to 90% decrease in payroll errors in six months
  • Built financial models to calculate vacation entitlements and pension contributions, shortening employee benefits processing time by 15%


Sep 2008Jun 2010

Master of Business Administration

Kellogg School of Management, Northwestern University
  • Dean’s Honor List
  • Scholarship recipient (6 out of all students) for the 2010 Interstate Programme in Brussels
  • Director of 2009 Greater China Business Conference; Co-Chair of Kellogg Off The Record
Sep 1998Jun 2002

Bachelor of Business Administration (Honors)

Simon Fraser University
  • Dean’s Honor Roll (top 40 out of 1,500 BBA students)
  • Editor of UVoice, Student Chinese and English Newspaper


Financial reporting and analysis
Financial modeling
Budgeting and forecasting
Accounting systems (Hyperion Enterprise, Oracle PeopleSoft, Great Plains)
Accounting operations (GL, AR, AP, Payroll)


Sep 2006Present

CGA (Certified General Accountant)

CGA Canada
Nov 2007Present

FCCA (Chartered Certified Accountant)

Fellowship status
Jul 2012Present


California Board of Accountancy