Summary
Overview
Work History
Education
Skills
Certification
Timeline
AssistantManager

TSUI WING SUM

Tai Po

Summary

Well-rounded accounting professional with 5+ years of experience solving accounting problems and a strong ability to process complex issues and data. Highly disciplined and demonstrates strong punctuality and accuracy in the field.

Overview

6
6
years of professional experience
6
6
Certifications
3
3
Languages

Work History

Assistant Manager

OCBC Bank (Hong Kong) Limited
04.2024 - Current
  • Preparing month-end consolidation and management reports, interim and year-end financial disclosures notes in compliance with accounting standards, Banking Ordinance, Companies Ordinance and related requirements.
  • Participate in the property valuation matters.
  • Analysed financial data to identify trends, performed ratio analysis, and presented findings to senior management for strategic decision-making.
  • Review on accounting policies to comply with relevant accounting and regulatory requirements.
  • Contributed to the development and maintenance of internal controls over financial reporting to minimise risk.
  • Liaise with external auditors.
  • Handle ad hoc tasks assigned by management

Assistant Manager

OCBC Credit (Hong Kong) Limited
04.2022 - 03.2024
  • Assist in preparing financial budget and financial analysis reports to senior management for planning and decision-making.
  • Participate in developing and enhancing management information systems such as internal transfer pricing, cost allocation and profitability analyzing, to facilitate the building of an effective financial management in achieving the financial goals of the Bank Group
  • Prepared detailed reports on weekly sales, expenses, and staff productivity for management review.
  • To manage the financial accounts, payments, product control or financial reporting of the bank including establish and maintain financial account controlling standards, control payments, front to back position break reconciliation, profit attribution analysis, balance sheet reporting and analysis, internal financial reporting and external disclosure
  • Preparing month-end management reports, interim and year-end financial disclosures notes in compliance with accounting standards, Banking Ordinance, Companies Ordinance and related requirements

Audit Executive

Public Finance Limited
06.2021 - 04.2022
  • Plan and execute audits on financial and operational activities within or outside Hong Kong for the Corporation to ensure that effective internal controls are in place
  • Identify findings, recommendations, and report to supervisors
  • Present audit findings and recommendations to auditees
  • Perform ad-hoc assignments, such as special review and investigation

Audit Assistant

Ting Ho Kwan & Chan CPA Limited
09.2019 - 05.2021
  • Accurately prepared accounting data analysis from client records against assignment deadlines.
  • Supported timely execution and finalisation of audit assignments against project deadlines.
  • Crosschecked audit files with associated documentation to ensure appropriate levels of supporting evidence.
  • Assisted Audit Manager in planning and implementing.
  • Prepare audit schedules, financial statements and tax computation.
  • Analysed financial statements and reports to identify errors or inconsistencies in financial documentation.

Education

BBA (Hons) in Professional Accounting -

Hong Kong Metropolitan University
01-2019

Associate in Business (Accounting) -

Hong Kong Community College
01-2017

Skills

Chinese Word Processing 30wpm

Certification

CPA Australia

Timeline

Assistant Manager

OCBC Bank (Hong Kong) Limited
04.2024 - Current

Assistant Manager

OCBC Credit (Hong Kong) Limited
04.2022 - 03.2024

Audit Executive

Public Finance Limited
06.2021 - 04.2022

Audit Assistant

Ting Ho Kwan & Chan CPA Limited
09.2019 - 05.2021

BBA (Hons) in Professional Accounting -

Hong Kong Metropolitan University

Associate in Business (Accounting) -

Hong Kong Community College

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TSUI WING SUM