Summary
Overview
Work History
Education
Skills
Certification
Awards
Activities and Services
Others
Timeline
Generic

Patrick Pak Yee So

Finance Manager
Shau Kei Wan

Summary

Dynamic and results-driven Accountant with over 19 years of extensive experience in audit, accounting, and financial management within high-profile organizations. Expertise includes a comprehensive range of accounting management, financial reporting, internal controls, and external auditing procedures, along with group consolidation and cash flow management at the board level across both private and public sectors. Recognized for a resourceful and proactive approach, complemented by strong management and organizational skills that drive operational efficiency and enhance financial performance. Committed to delivering strategic insights and fostering collaborative relationships to support organizational goals.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Group Finance Manager

AETOS Market Services Co., Limited, Under AETOS Capital Group Holdings Limited (MNC)
01.2016 - 09.2025
  • Company Overview: Specialized in providing investment trading platform with global presence including PRC, Australia, Europe, and Southeast Asia clients
  • Support Group Financial Controller in business management, business reform, strategic developments, and operational projects to enhance operation efficiency
  • Worked closely with external professionals such as bankers, accountants, tax consultants and auditors, etc.
  • Communicate with BU heads and functional teams, including the Dealing Department, Customer Services Department, and Marketing Department for enhanced service level and updated business intelligence for management.
  • Management of cryptocurrency buy/sell (E.g. USDT)
  • Support management in problem solving, project review and business evaluation, and different kinds of ad-hoc tasks.
  • Perform and implement Group business development strategy, including develop the structure and operation flow
  • Review and prepare monthly and annual reports
  • Perform the monthly, quarterly and annual management consolidation reports, KPI analysis, oversee Group accounting balances and recharge mechanism
  • Monitor, forecast and manage Group cash flow
  • Perform and review client money/trading platform and manage accounting operations in comply with regulations
  • Monitor the operations, including the settlement and finance department to make sure all the necessary tasks had been completed
  • KYC and AML of license renewed or bank accounts issues
  • Review and perform tax management, global recharge and VAT, GST handling for each business units
  • Accounting system COA and other maintenance
  • Prepare the license entities reporting to meet financial regulations
  • Review, supervise and provide training to finance team subordinates
  • Liaise with external auditor for the annual statutory audit of entities, including Group consolidation, according to AISC, HMRC, IRD standard.
  • Assist in office administration work and ad hoc tasks being assigned
  • Achievements: Increase the efficiency and communication between Finance operation and various departments. Saving manpower to carry out month end process and provide management report to the Board.
  • Leaving reason: Would like to look for a permanent job in another industry.
  • Reference: “Reference - Simon Hui (Ex-Associate Director of Finance AETOS) June 2021”

Accountant

Corporate Management Services Limited
03.2011 - 12.2015
  • Company Overview: Specialized in providing consulting professional service with global presence including PRC, and international client
  • Maintain client’s relationship with the Company
  • Scheduling list of accounting and audit works liaison with clients
  • Review teammates’ accounting working papers of full set of accounts
  • Establish of WFOE (Wholly Foreign Owned Enterprise), liaison office branch office and other forms of enterprises
  • Prepare and review annual reports and perform analytical review of significant fluctuation of account balance
  • Perform tax planning, including applying offshore profit tax claim and salary tax exemption for the entities and review tax computation according to IRD standard
  • Liaise with external auditor for the year-ended statutory consolidated audit of the Group entities
  • Achievements: Carry out tax planning for clients to achieve the tax savings purpose.
  • Leaving reason: Would like to look for a permanent job working in NMC.
  • Reference: “Reference - CMS Peggy Chow (Accounts Manager) 2015”

Senior Auditor

KK Yeung Partnership
07.2007 - 03.2011
  • Company Overview: Specialized in providing professional service with global presence including PRC, and international client
  • Review audit working papers and audited financial statement accurately in accordance with Hong Kong Companies Ordinance and accounting standards
  • Prepared and reviewed consolidate and company level audit working papers
  • To evaluate and understand the entity and its environment, including the entity’s internal control, thereby providing a basis for implementing the response to the assessed risks of material misstatement
  • Coaching junior staff in performing audit procedures to ensure quality and timeliness of engagement status
  • To line up manager in charge with the client for technical or complex accounting issue; and
  • Handling profit tax computation, enquiry and investigation issue by IRD.
  • Achievements: Enhance deeply the internal control and provide consulting advice to clients.
  • Leaving reason: Would like to look for a permanent job working in Commercial field.
  • Reference: “Reference - KK Yeung Partnership 2011”

Audit Junior

Poon, Mak & Wan, CPAs
06.2005 - 07.2007
  • Company Overview: Specialized in providing professional service with global presence including PRC, and international clients
  • Handle private company field work and perform designed audit procedures
  • Prepare SME audited financial reports for senior’s review
  • Documents audit producers and cross reference audit working paper; and
  • Examine whole set of financial statements and data, and determine whether they are accounted for in accordance with relevant standards
  • Achievements: Enhance deeply the auditing procedure and provide consulting advice to clients.
  • Leaving reason: Would like to look for a permanent job working in globalize audit firm.

Education

Bachelor Degree in Business Administration (Hons) - Accounting, Minor in Finance

Lignan University
01.2005

F. 1 – F. 7 graduated - undefined

Kwun Tong Government Secondary School
01.2001

Skills

  • Languages: English / Mandarin / Cantonese (Good / Fluent / Native)
  • Computer Skills: Window, MS Office, PowerPoint, Outlook etc & 着碟输入法

Internal controls

Tax compliance

Cash flow management

Audit coordination

Certification

Member of Hong Kong Institute of Certified Public Accountants (HKICPA) since 2012

Awards

2002 - 2005 Certificate of award and participation, Lingnan University, 2002 - 2003 Dean’s List, Lingnan University (1st semester), 2000 - 2001 First in Chinese History, Kwun Tong Government Secondary School, 1999 - 2000 Gold Award in Self Development Award Scheme, Kwun Tong Government Secondary School

Activities and Services

2003 - 2004 Internal Chairperson, China Trade Society, Lingnan University

Others

  • Availability: 2 October 2025
  • Current Salary: HK$54,000 / month, 13 months, with quarterly & yearly bonus
  • Expected Salary: HK$55,000 / month or Negotiable

Timeline

Group Finance Manager

AETOS Market Services Co., Limited, Under AETOS Capital Group Holdings Limited (MNC)
01.2016 - 09.2025

Accountant

Corporate Management Services Limited
03.2011 - 12.2015

Senior Auditor

KK Yeung Partnership
07.2007 - 03.2011

Audit Junior

Poon, Mak & Wan, CPAs
06.2005 - 07.2007

F. 1 – F. 7 graduated - undefined

Kwun Tong Government Secondary School

Bachelor Degree in Business Administration (Hons) - Accounting, Minor in Finance

Lignan University

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Patrick Pak Yee SoFinance Manager