Operations Team Leader
Rogers Capital Corporate Services Ltd
Total years of experience :15 years, 8 Months
Accountable for the administrative, financial and operational aspects of the group alongside with the strategic development and monitoring of control systems throughout the group. Assist in Financial Instruments advisory and monetization procedures.
- Cash Flow management;
- Setup and monitoring of internal control procedures;
- Expansion of the group activities;
- Review and critically assess ongoing businesses performance;
- Manage the financial aspect of the business;
- Heading the Human Resource department;
- Assist in internal software development;
- Planning of logistics;
- Prepare business proposals for new partners;
- Assist in issuance of financial instruments for subsidiary;
- Financial instrument monetization and advisory of financial instrument use in business under the advisory license of subsidiary; and
- Ensure all business entities are running correctly and smoothly.
Managed and headed the accounting, administration and overall compliance of the group, comprising of several staffs from Junior to ACCA qualified ones.
- Setup the accounting department;
- Setup internal control procedures for the whole group;
- Setting up new entities within the group;
- Managed the financial aspect of the business; and
- Ensure all business entities are running correctly and smoothly.
Manage and head the accounting department, comprising of 4 staffs from Junior to ACCA qualified ones, focusing on both in-house clients and outsourced clients (Trusts, Companies, Foundations, Charitable structures etc.).
- Developed reports for Management;
- Cleared backlogged accounts preparation and bookkeeping tasks;
- Successfully cleared issues of generating automatic accounts from the group software, Acumen;
- Actively participate in daily Client Business Services Meeting;
- Responsible for producing the audited financial statements of the management company
Managed and administered a portfolio of clients with varying level of complexity, including Funds structures, Private Equities & Alternative Investment Funds of Fortune 500 Companies in respect of accounting and administration, audit tasks and tax compliance matters.
- Successfully lead a team of six administrators and senior administrators and produced a high performing team;
- Increased poorly-rated client satisfaction rating substantially within months of engagement;
- Involved in recruitment of administrators and senior administrators;
- Lead formal and informal meetings with third parties including regulators and board meeting presentation for client companies;
- Actively contributed in internal projects and assisted Senior Leadership members with highly confidential tasks; and
- Rated exceptional on Key Competencies for 2 years in a row;
- Assisted other sub team within the Senior Manager’s team to meet deadlines and to solve complex issues.
Handled a portfolio of high net worth global business clients, highly autonomously in terms of administration and accounting matters.
- Prepared complex NAV for Alternative Investment Funds both on Microsoft Excel and Paxus Fund Accounting System;
- Liaising with Regulators; and
- Coaching of fellow colleagues within the team.
-Trade on the Financial Market - Brent Spreads
-Analyse market and suggest new ideas to the company
-Providing the company with all information, suggestions, and recommendations regarding the Company’s Business of which I have knowledge, that will be of benefit to the company
-Any additional duties assigned by the Management
-Direct Selling - Selling Healthcare Products to Individuals and Corporate
-Train, Manage and Drive my team to Success
-Implement New Business Strategies within the Team
-Assisting the team leader
-Preparation of financial statements for offshore companies (GBL1 and GBL2) - Quarter accounts, Half year accounts and complete financial statements
-Managing and preparing reports on cash flows for offshore companies
-Preparation of Reconciliation Statements
-Setup control procedure and manage the control system in local companies controlled by the management company
-Other Cognitive Duties
-Assisting the cell leader
-Preparation of payment for subcontractors
-Setup control procedure and manage the control system
-Individual costing and reporting on a contract by contract basis to business unit manager
-In charge of sales support department and customer care department
-Responsible for transport planning and issues
-Dealing with customers and sales consultants
-Ensure timely communication of information to sales consultants
-In charge and management of all activities and events
-Data entries (supplier invoice, payments, receipts etc...)
-Petty cash analysis
-Verification of all documents and filing
-Drawing of cheques (for payments to suppliers)
-Calculation of commission for sales consultants
-Fixed asset register
-Bank reconciliation
-Journal entries
-Monthly report to management
-In charge of internal control: Stock, Branch, Spot checks, others..
-Assisting the sales manager
-Prepare and manage events in sales department and others
-Manage the travels agency
-Administrative work: invoicing, inputting in system, banking, stock
-Dealing with sales representatives
ACCA: PROFESSIONAL LEVEL (ACCA AFFILIATE) A. P1: Professional Accountant (51%) B. P2: Corporate Reporting (54%) C. P3: Business Analysis (57%) D. P4: Advanced Financial Management (54%) E. P5: Advanced Performance Management (54%) ACCA: FOUNDATION LEVEL - SKILLS A. F4: Corporate and Business Law (55%) B. F5: Performance Management (75%) C. F6: Taxation (64%) D. F7: Financial Reporting (61%) E. F8: Audit and Assurance (54%) F. F9: Financial Management (50%) ACCA: FOUNDATION LEVEL - KNOWLEDGE A. F1: Accounting in Business (64%) B. F2: Management Accounting (77%) C. F3: Financial Accounting (91%)
Cambridge Higher School Certificate (A-Level): Results: Accounting A Economics B Mathematics A General Paper b French a Cambridge School Certificate (O-Level): Results: Accounting 1 Economics 2 Mathematics 1 Additional Mathematics 2 English Language 5 Computer Studies 1 French 2