Summary
Overview
Work History
Education
Timeline
Generic
Wenning Jie

Wenning Jie

Senior Financial Analyst
Hong Kong

Summary

Highly proficient financial professional with Senior Financial Analyst background. Eager to leverage expertise in profitability increases and process optimization to drive improved sales strategies.


Overview

5
5
years of professional experience
6
6
years of post-secondary education
2
2
Languages

Work History

Senior Financial Analyst

Beijing Tongrentang Chinese Medicine Company
04.2024 - Current
  • Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
  • Improved budget forecasting through meticulous monitoring of expenses and revenue streams.
  • Developed comprehensive financial models that informed strategic decision-making for the organization.
  • Reviewed statistical information to determine financial trends for use in investment planning.
  • Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
  • Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
  • Maximized company resources by performing ad-hoc analyses supporting cost reduction initiatives across departments.
  • Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
  • Played a pivotal role in annual budget planning, collaborating with department heads to allocate resources strategically.

Senior Associate Ⅰ

Deloitte Touche Tohmatsu
09.2021 - 04.2024

Guangzhou Suishoubo Network Technology Co., Ltd (IPO Project) Auditor-in-charge

  • Helped managers provide due diligence services to a small technology company's HKD 1 billion IPO: Led team to conduct financial due diligence job for the pre-IPO company in 7 cities, which resulted in the acceleration of the IPO procedure
  • Interviewed senior management teams of IPO companies and helped assess and improve the efficiency of business cycles of these companies
  • Drafted 3 years annual financial analysis review for clients, obtained well-knit accounting knowledge and quantitative skills

Great Eagle Holdings Limited (Real Estate Industry) Auditor-in-charge

  • Participated in interim report engagement of Great Eagle Holdings Limited in real estate industry during July - Sep 2023, acting as auditor-in-charge and supervised the daily work of junior associates during the engagement
  • Acted as audit senior in collecting the entity's financial information and performed preliminary analytical procedure by using the excel function to analyses the fluctuation of operation trends such as the debtor's turnover ratio and inventory turnover ratio analysis, resulting in actionable recommendations for clients
  • Examined of group banking facilities and its compliance to financial covenants, computation and analysis of the entity's financial ratios and preparation of financial analysis report, resulting in improved financial performance and compliance

Shanghai Industrial Holdings Limited (Manufacturing Industry) Field-in-charge

  • Conducted valuation testing of the company based on the Weighted Average Cost of Capital (WACC) of similar domestic listed companies with comparable industry, scale, and business processes
  • Prepared budgeted cash flow statements to forecast the company's capital requirements and cash flows for normal operations
  • Performed expected credit loss test to account receivable to identify potential risk and make audit adjustment to define the loss


Fund Analysis

Shenzhen Hexinda Investment Co., Ltd.
11.2019 - 01.2020
  • Assisted the team in the preliminary issuance of the Guangxi Ningming County Infrastructure Investment Fund, responsible for analyzing the feasibility of the fund issuance and preparing the prospectus
  • Conducted a PPT presentation to the deputy county magistrate of Ningming County about the main source and investment of the fund
  • Being approved by magistrate and gained 3-million-yuan government investment fund
  • As a private equity fund issuance team, participated in field inspections and roadshows of fund projects, and assisted Ningming County Government's later investment promotion

Education

Master of Professional Accounting -

The Hong Kong Polytechnic University
09.2019 - 06.2021

Bachelor of Finance - Economics

Guangxi University (211 Project)
09.2015 - 06.2019

Timeline

Senior Financial Analyst

Beijing Tongrentang Chinese Medicine Company
04.2024 - Current

Senior Associate Ⅰ

Deloitte Touche Tohmatsu
09.2021 - 04.2024

Fund Analysis

Shenzhen Hexinda Investment Co., Ltd.
11.2019 - 01.2020

Master of Professional Accounting -

The Hong Kong Polytechnic University
09.2019 - 06.2021

Bachelor of Finance - Economics

Guangxi University (211 Project)
09.2015 - 06.2019
Wenning JieSenior Financial Analyst