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Proven Financial and Banking Manager
Accomplished w Client Centered w Detail Driven w Leader w Mentor w International Experience
Excellent communicator with demonstrated ability to collaborate with staff, management, business partners, and others at all organizational levels
Outstanding blend of organization, prioritization, leadership, and interpersonal skills
Direct cross-functional teams across all projects and organizational initiatives from concept to completion
Provide sound consultative advice to executive-level teams and board members
Mentor and lead teams by example and with integrity to deliver services excellence
Proven ability to lead and supervise team members, manage a wide range of duties simultaneously and coordinate multi-level directives within financial management roles
US Citizen, native Chinese speaker proficient in English
Financial Analysis and Insight
Financial Risk Management
Named Outstanding Executive at the Bank of China for 5 consecutive years, 1995 1999.
Boiling Springs Savings Bank, Rutherford, NJ, 2012 2015
Provided efficient, accurate, complete and friendly front line customer service.
Balanced cash drawers at the end of the work day; calculated currency and checks to prepare for deposit or shipment the branch banks or to the Federal Reserve Bank.
Torraco & Company, Franklin Lakes, NJ, 2008 2012
General Office Manager, 2010 2012
Efficiently managed office operation for this busy CPA firm; supervised and trained 47 staff members.
Ensured accurate and timely execution of the company s payroll, billing, accounts receivable, accounts payable, banking and account reconciliation functions.
Managed client scheduling and monitored the company s investment accounts.
Senior Accountant, 2008 2010
Provided a broad range of accounting services for company s business and individual clients.
Prepared financial statements; settled balance sheet accounts; analyzed assets and liabilities; prepared federal and state tax returns; analyzed budgets and cash flow; organized client data for those seeking loans.
China Orient Assets Management Corporation, Chongqing, China, 2000 2006
Supervisor and Asset Management Manager
Reviewed loan portfolios, established client payment programs and oversaw collections activities.
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Professional Experience, continued
Arranged and monitored enterprise integration to enhance organizational efficiency.
Any information here regarding outcomes or results?
Bank of China, Chongqing, China, 1991 2000
Senior Credit Lending Officer
Managed the bank s loan committee assessing and providing preliminary initial ruling on large commercial loan requests in amounts up to $500M for both domestic and international corporate clients.
Supervised the department s 25 staff members.
Met with and interviewed the CEOs and CFOs of organizations applying for large loans. Discovered organizations reasons for requesting large loans; assessed potential borrowers ability to repay.
Prepared organizations loan request applications according to Chinese convention and requirements.
Served as key presenter to senior management for final commercial loan approval and evaluation. Achieved 98.6% final approval rate on the strength of accurate borrower assessment; astute financial analysis; and risk minimization.
Personally managed Sprint s successful $250M loan request.
Named Outstanding Executive 5 consecutive years, 1995 1999.
Chinese National Petroleum Corporation, Chongqing, China, 1982 1991
Administrative Officer, Accountant and Auditor
Proficiently managed the organization s investment portfolio in an environment of dramatic structural change followed by rapid economic growth.
Served as financial presenter to the Board of Directors, providing astute financial analysis and presenting loan proposals for approval.
Managed and prepared documentation for the government in China s rapidly changing regulatory structure.
Analyzed assets and liabilities; prepared budgets and financial statements.
Managed and reconciled investment accounts to ensure positive and gratifying results.
Bachelor Degree in Finance, China Northeast University of Finance and Economics, China
Associate Degree in Accounting, Chongqing Financial and Trade College, China
Naturalized US Citizen
Chinese native speaker
English proficient in speaking, reading and understanding
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