Xiaoyi Xiao/Suri
Hong Kong
Summary
Focused Accounting professional with 2 years of experience maintaining financial records and reviewing account activity . Passed 11 ACCA exams. Proven track record of developing accurate spreadsheets and delivering organized reports with SAP and Excel . Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Comprehensive Financial Account Manager
China Life Insurance Company Ltd
12.2022 - 07.2023
- Managed the financial service needs of more than 200 customers, provided insurance beneficiary designation and other security services, work efficiency ranked third in the group (55 pieces/day) and customer satisfaction reaches 95%
- Assisted the department manager to complete the market analysis of performance of Season 1 and 2 in 2023, analyzed and evaluated the risks of business products, explored the abnormal situation of customers' uncompleted transactions, achieved a high pass rate of 85% of plans
Financial Management Trainee, Finance Department
SAIC-GM-Wuling Automobile
07.2021 - 03.2022
- Completed the carry-over of each account and updated the aging schedule regularly, maintained the data in SAP system; provided reconciliation statements and managed relationships with external auditors effectively ensuring positive outcomes during annual audits.
- Developed and approved the management and sales expense budgets of 13 departments of SGMW, prepared SGMW's monthly rolling forecasts, conducted analysis of variance between the predicted value and the actual value
- Maintained the budget approval process, participated in the development of the budget management system, established budget management models, improved 65% budget evaluation and approval efficiency, and promoted the integration of financial management information system
Audit Intern, Financial Services Department
Baker Tilly China Certified Public Accountants
03.2021 - 04.2021
- Participated in the annual audit of 3 large financial enterprises, prepared the working papers of monetary, capital, non-operating income, accounts payable and investment income, etc
- Handled confirmation work of the project team independently and mastered efficient methods of confirmation requests
Education
Master of Science - Applied Economics
City University of Hong Kong
Hong Kong, SAR10.2024
Bachelor of Science - Information and Computing Science
Northeastern University
Mainland, China06.2021
Skills
Accounts Payable and Receivable
Financial Reporting
Accounting and bookkeeping
Microsoft Excel proficiency
Balance sheets
Audit Coordination
Certification
(ACCA) Advanced Diploma in Accounting and Business
Additional Information
Working Visa holder, Available immediately
Hobbies : Singing, Clipping Video, Hiking
Working Attitude : Multi-department collaboration ability, strong ability to work under pressure.
Languages
English(Proficient)
Mandarin (Native)
Cantonese(Intermediate)
Software
SAP、Python、Tableau、MS Office (Word, Excel, Power Point)
Timeline
Comprehensive Financial Account Manager
China Life Insurance Company Ltd
12.2022 - 07.2023
Financial Management Trainee, Finance Department
SAIC-GM-Wuling Automobile
07.2021 - 03.2022
Audit Intern, Financial Services Department
Baker Tilly China Certified Public Accountants
03.2021 - 04.2021
(ACCA) Advanced Diploma in Accounting and Business
Master of Science - Applied Economics
City University of Hong Kong
Bachelor of Science - Information and Computing Science
Northeastern University
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