Summary
Overview
Work History
Education
Skills
Current Title
Other Qualifications
Government Appointed Positions
Current Employer
Languages
Timeline
Generic

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Summary

- Over 25 years' experience in auditing and accounting - Audit background with Deloitte and KPMG - Currently at Deloitte, as audit partner, responsible for a portfolio of over HK$25million, responsible for audit engagements of listed and non listed companies, initial public offerings, due diligence and merger and acquisition transactions, bond offerings. Clients served in various industries: property development; constructions; retail/trading of consumer goods; manufacturing; infrastructure and toll roads; education; Routine responsibilities include management of engagements from pre-planning phase to reporting - discuss with management identifying and explore solutions to resolve potential issues, suggest control improvement recommendations, provide of on-the-job and class room training with training material to team members from staff to manager level, promote use of data analytics for better understanding of business and efficiency, provide support on merger and acquisition deals; deal with lawyers and other professional parties on transactions throughout; make presentation to audit committees, clients' senior management. Other roles include but not limited to concurring quality reviewer and practice reviewer for China and Global firm and drafting of finding reports, interviewer of new and experienced hire, active marketing member in promoting firm's services and strategies. International exposure: HK, Mainland, UK and US Fluent in English and Cantonese. Conversational in Mandarin Bachelor of Science majoring in Economics and Accounting at City University of London. Confident individual with strong commercial and business acumen skills and attentive to clients' needs. Astute partner with strong skills in hiring and monitoring staff and building firm credibility. Mentors personnel and promptly resolves issues. Liaises with teams to prioritize projects and determine appropriate deadlines. Result driver poised and dedicated professional with proven ability to thrive in busy and stressful environments. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

34
34
years of professional experience

Work History

Partner

Deloitte Touche Tohmatsu
02.2000 - Current
  • Understand clients' businesses to develop and execute audit plans
  • Work closely with engagement teams and clients
  • Clients served in broad range of industry, including manufacturing, trading, consumer products etc
  • Develop audit plans using risks based approach by understanding control environment and the specific risks of clients within the planned budget
  • Close liaison with other overseas audit teams for cross border clients with operations in Australia, Malaysia, Singapore, the UK and the US, as well as working closely with overseas office in Europe and America
  • Assist the firm to develop marketing strategies and participate in client and marketing committee – involve in the design of the skeleton of the website, overview and hold regular meetings with various service functions to identify topical subjects in the market place to capture business opportunities
  • Perform due diligence work and agreed-upon procedures for mergers and acquisition deals – by conducting interviews with the acquiree's personnel, identify any potential recoverability and impairment issues and potential understatement of liabilities and contingent liabilities
  • Perform special audits for initial public offering and assist clients on enquiries from the Stock Exchange of Hong Kong Limited
  • Issued comfort letters for bond offerings
  • Provide regular update on accounting matters and listing rules to clients and those charged with corporate governance
  • Develop and prepare business proposals to potential and existing clients
  • Act as career counsellor with professional staff and provide regular constructive advice on the career development and understand staff needs through informal and formal appraisals
  • Seconded five months to Beijing office on various MNC engagements, involved in an A-share listed client, provided on the job training to PRC staff
  • Work closely with other teams to support clients on fund raising exercises, such as investors search
  • Listed Clients served/involved including: Arts Optical International Holdings Limited, ASM Pacific Technology Limited, Bank of China Group Investment Limited, Cheung Kong Infrastructure Holdings Limited, Chun Wo Construction Holdings Limited, Emperor Watch and Jewellery Limited, 3-D Gold Limited, Far East Consortium International Limited, Far East Holdings International Limited, Far East Hotels and Entertainment Limited, Hopewell Highway Infrastructure Limited, New Chinese Medicine Holdings Limited, Semiconductor Manufacturing Corporation, Skyworth Holdings Limited, Shui On Land Limited, SOCAM Limited, Shanghai Industrial Holdings Limited, Shanghai Industrial Urban Development Group Limited, Sunny Optical Technology Limited, United Laboratories Holdings Limited, ZH Holdings Limited

Senior internal auditor

Pitney Bowes
01.1999 - 01.2000
    • Identified areas to improve operational effectiveness and cost saving opportunities
    • Presented recommendations to management to improve business process to address weaknesses identified.

Audit Manager

KPMG
01.1995 - 01.1999
  • Manager in charge of the listed companies and non-listed companies: handled ad hoc enquires on accounting standards, listing rules, companies ordinance, general taxation matters
  • Performed due diligence assignments in the PRC and produced reports to clients of the results and recommendation
  • Provided guidance and support to professional staff throughout assignments
  • Assisted in developing learning material and conducted training sessions for professional staff.

Audit trainee

Gainsford and Elliot, James and Cowper
01.1990 - 01.1995

Education

Bachelor of Science in Economics and Accounting -

City University of London

Skills

  • Client Eccentric
  • Problem Solving
  • Training
  • People development
  • Talent recruitment

Current Title

Partner

Other Qualifications

  • Member of Institute of Chartered Accountants in England and Wales
  • Member of Hong Kong Institution of Certified Public Accountants

Government Appointed Positions

  • Member of Committee on the Promotion of Civic Education, 2012, 2017
  • Member of Children's Rights Education Funding Scheme, 2017 - 2021

Current Employer

A big four firm

Languages

Cantonese
Native language
English
Proficient
C2
mandarin
Upper intermediate
B2

Timeline

Partner

Deloitte Touche Tohmatsu
02.2000 - Current

Senior internal auditor

Pitney Bowes
01.1999 - 01.2000

Audit Manager

KPMG
01.1995 - 01.1999

Audit trainee

Gainsford and Elliot, James and Cowper
01.1990 - 01.1995

Bachelor of Science in Economics and Accounting -

City University of London
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