Kelly Lin

• (Lead Finance, Risk control, corporate compliance and HR function)

• (Lead Finance, Risk control and Corporate compliance function)

• (Lead Finance, Risk control, Corporate compliance, HR, and Biz Operations function)

Key Role and Responsibilities

Financial Planning and Budgeting

· Work with business teams to prepare monthly Forecast and Annual Budgets, incorporating Group Finance directions and Business goals.

· Monitor business performance results with Business teams for quick turn-around actions in instances of gap to target.

· Provide financial analysis per Group/Regional office and internal stakeholder request.

· Propose Cost-effective solutions to Department Heads for better performance result.

Business Partnering

· Provide detail information and reporting, as trusted finance advisor on finance matters like revenue recognition, deal structures, capital investment, cost efficiency and other business case analysis.

· Participate in tender preparation

· Participate in project management, which include POC review, revenue/cost accrual/recognition method, project P&L, monitor unbilled milestones and related projects payment/collection matters.

· Highlight to management and BU if any unexpected red project, etc.

Governance and Compliance

· Instill and maintain high level of integrity and compliance controls, completeness and timely accounting of billing, accruals, payments, capital spend, expenses recovery, etc.

· Review finance related terms and revenue recognition implications in contracts.

· Liaise on Internal and External Audits, minimizing compliance issues, as well as prepare and execute Mitigation plan.

Finance and Accounting

· In charge of Finance and Accounting department ensuring prompt monthly and quarterly closing, complying with IFRS and Group policy.

· Liaise with auditor and tax agent on timely completion/submission of Annual FS and Return

· Takes are Business process automation, to improve operational efficiency, productivity and data accuracy.

Key Achievements:

· To support business transformation, set up and lead Biz Operation function from FY2015 which include HR, PMO, IT helpdesk, and legal teams, centralize backend support to improve productivity as well as accuracy.

· PIC of HQ Operation (on field) audit which conducted in Fy15, Fy18 and Fy23, followed up with successfully implement and execute mitigation plan in terms of minor findings which related to business size growth.

· As Head of Shared Services, and Head of Corporate Services, oversee full spectrum of the HR duties which include payroll, recruitment and HR operation, and implement Employee career planning program for key talents, along with providing uplift training to managers.

· Lead “Timesheet Management system” project. Select and customize system, successfully implement to Delivery and Presales team, with proper procedure, and resource utilization as well as project P&L tracking report template. Completed project in 10 months with 20% cost saving.

· Supported company on finding new office and renovation twice, total saving above 30% per budget.

• Company Overview: (A joint venture bank by Bank of China and Bank Central Asia Hong Kong)
• Joined when bank was newly established, set up accounting system, Workflow, internal control policy etc.
• Successfully managed internal / external auditor as well as government department (4-6 groups per year), leverage own knowledge to help company improve internal control to reduce risk
• Daily responsible for bank cash flow sufficiency as well as efficiency, to earn higher interest from Libor transaction
• Lead Finance team to provide good support to management and units