Dynamic finance professional with extensive experience at Citigroup Services and Technology, excelling in financial reconciliation and team leadership. Proven track record in optimizing processes and enhancing efficiency, while mentoring teams to achieve high performance. Skilled in budgeting and forecasting, with a strong focus on data analysis and problem-solving.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Balance Sheet Reconciliation Manager
Citigroup Services and Technology (China) Limited
Dalian,China
07.2013 - 11.2025
Led reconciliation processes to ensure accuracy in financial reporting and compliance with regulatory standards.
Implemented streamlined procedures that improved efficiency in transaction matching and discrepancy resolution.
Mentored team members on best practices in reconciliation techniques and tools, enhancing overall team performance.
Developed training programs for staff on new reconciliation software, increasing user proficiency and system adoption rates.
Collaborated with cross-functional teams to resolve complex discrepancies, fostering strong interdepartmental relationships.
Conducted regular audits of reconciliation workflows, driving continuous improvement initiatives across the function.
Optimized the use of technology tools in managing reconciliations, enhancing productivity and reducing manual workloads.
FP&A Analyst
Belden Group
Shanghai.China
10.2010 - 12.2012
Analyzed financial data to support strategic planning and decision-making processes.
Developed detailed forecasts, enhancing accuracy in budgetary allocations and resource management.
Collaborated with cross-functional teams to streamline reporting processes and improve operational efficiency.
Created comprehensive financial models to evaluate project viability and investment opportunities.
Mentored junior analysts on best practices in financial analysis and reporting techniques.
Increased financial accuracy by reviewing and analyzing budget variances on a monthly basis.
Reduced manual workloads through the implementation of automation tools for routine FP&A tasks.
Accountant
LTK Electric Wire Ltd
Huizhou,China
07.2008 - 09.2010
Managed monthly financial statements and ensured compliance with accounting standards.
Oversaw budgeting processes, facilitating strategic financial planning and resource allocation.
Implemented cost-reduction strategies, enhancing efficiency across departmental budgets.
Streamlined accounts payable and receivable processes, improving cash flow management.
Reviewed invoices for compliance with company policies and contract terms.
Implemented process improvements that enhanced efficiency in invoice approvals and payments.
Developed training materials to enhance team understanding of accounting software systems used in AP functions.
Supported month-end closing processes by preparing accurate AP-related journal entries and account reconciliations.
Education
Bachelor of Science - Accounting And Finance
Oxford Brookes University
London
08-2008
Skills
Strong communication skills
Team leadership qualities
Decision-making
Performance metrics monitoring
Budgeting and forecasting
Data analysis proficiency
Change management expertise
Project management experience
Financial reconciliation expertise
Bank reconciliation experience
Teamwork
Teamwork and collaboration
Problem-solving abilities
Certification
ICFE (Cambridge international Certificate in Financial english)
<ul><li>Profile: Record to Reporting (R2R)</li><li>Performing financial reporting and controlling for across all the entities (in Hyperion and Oracle = JD Edward).</li><li>Performing End to End P&L finalization (Review of accruals, Negative Cash Accrual, prepaid amortization schedule, FX Adjustments, creation, deletion and capitalization of fixed assets, posting of depreciation etc.) & taking calls with Controllers during Months end for further review of P&L.</li><li>Banking process includes positive pay exceptions, stop payment, voiding checks with AP team. Checks movement to unclaimed property. Payment proof, remittance details.</li><li>IFRS lease computation complying with IFRS 16 in CoStar – Real Estate Manager system (this is only for lease).</li><li>Preparation of webforms and variance analysis report and sharing with stakeholders with detailed information.</li><li>Performing Balance sheet reconciliation with adherence of policy and clearance of open items along with relevant details of lines which is overaged however will be staying for long time (i.e.- Bonus and dividends, Common Stocks, Security Deposits).</li><li>Facilitating team operations by discussions through the sharing of information and knowledge, identification of teamwork issues, development of problem-solving recommendations, and recommendations of standardizing team operations.</li><li>Cross train resources in order to have backup of each other to help team synergy helping team members to take leaves when required without bothering of work/process deliverables.</li><li>Conduct weekly, biweekly and monthly meetings with stake holders as per their agreement.</li><li>Create opportunities for team members to provide input on procedures/processes and share their expertise with other team members.</li><li>Working knowledge of ERP systems People Soft, ART (Reconciliation software of Oracle), JD Edward, Teradata, Cetova, Hyperion (HFM), Cadency, Blackline, SAP, NetSuite, Workday Adaptive, Coupa, Tableau, CoStar, Alteryx.</li><li>PROCESS IMPROVEMENTS</li><li>Given 12 lean ideas in area of Month End Close journals, Balance Sheet Reconciliations, and Bank Reconciliations.</li><li>Part of a green belt project on quality of reconciliations and BOT implementation (work in progress) – controllership impact</li><li>Bring automation & Marco enabling dash board MIS reporting for monthly SLA, KPI, IC balances, Cash forecasting etc.</li></ul> at Genpact India Pvt. Ltd<ul><li>Profile: Record to Reporting (R2R)</li><li>Performing financial reporting and controlling for across all the entities (in Hyperion and Oracle = JD Edward).</li><li>Performing End to End P&L finalization (Review of accruals, Negative Cash Accrual, prepaid amortization schedule, FX Adjustments, creation, deletion and capitalization of fixed assets, posting of depreciation etc.) & taking calls with Controllers during Months end for further review of P&L.</li><li>Banking process includes positive pay exceptions, stop payment, voiding checks with AP team. Checks movement to unclaimed property. Payment proof, remittance details.</li><li>IFRS lease computation complying with IFRS 16 in CoStar – Real Estate Manager system (this is only for lease).</li><li>Preparation of webforms and variance analysis report and sharing with stakeholders with detailed information.</li><li>Performing Balance sheet reconciliation with adherence of policy and clearance of open items along with relevant details of lines which is overaged however will be staying for long time (i.e.- Bonus and dividends, Common Stocks, Security Deposits).</li><li>Facilitating team operations by discussions through the sharing of information and knowledge, identification of teamwork issues, development of problem-solving recommendations, and recommendations of standardizing team operations.</li><li>Cross train resources in order to have backup of each other to help team synergy helping team members to take leaves when required without bothering of work/process deliverables.</li><li>Conduct weekly, biweekly and monthly meetings with stake holders as per their agreement.</li><li>Create opportunities for team members to provide input on procedures/processes and share their expertise with other team members.</li><li>Working knowledge of ERP systems People Soft, ART (Reconciliation software of Oracle), JD Edward, Teradata, Cetova, Hyperion (HFM), Cadency, Blackline, SAP, NetSuite, Workday Adaptive, Coupa, Tableau, CoStar, Alteryx.</li><li>PROCESS IMPROVEMENTS</li><li>Given 12 lean ideas in area of Month End Close journals, Balance Sheet Reconciliations, and Bank Reconciliations.</li><li>Part of a green belt project on quality of reconciliations and BOT implementation (work in progress) – controllership impact</li><li>Bring automation & Marco enabling dash board MIS reporting for monthly SLA, KPI, IC balances, Cash forecasting etc.</li></ul> at Genpact India Pvt. Ltd
RECONCILIATIONS AND BALANCE SHEET ASSURANCE OFFICER at ECOBANK MALAWI LIMITEDRECONCILIATIONS AND BALANCE SHEET ASSURANCE OFFICER at ECOBANK MALAWI LIMITED