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Education
I graduated in 2000 from the University of Sydney, with a double bachelor degree in Commerce (Major in Accounting and Finance) and Law. I am also a qualified Chartered Accountant.
Work Experience
2 Years as Tax Consultant for Ernst & Young (安永, 4 大会计事务所之一). My speciality was Superfunds, especially SMSF. Tax compliance, consulting and planning work for high net worth individuals, especially those executives in ASX Top 200 companies. Executive financial management advisory work that focuses on remuneration planning, salary packaging, employee share/options, superannuation and retirement planning.
5 Years as a Senior Business Analyst for MYOB (智管), one of the most recognised accounting software company in Australia. I am heavily involved in the product research and development for tax, superannuation, investment and corporate compliance software. Examine and interpret changes in legislation (in the areas of Superannuation and Taxation law) and other reporting & compliance requirements on an on-going basis to provide an assessment of the impacts and changes required for the Professional Compliance Software (Superfund, Tax and Corporate Compliance) and ensure future product releases satisfy all compliance requirements. Analyse and document software requirements including detailed user cases and functional specification, interface and workflow designs, by liasing with a range of people including clients/users, product managers, project leads, software developers and regulatory bodies, drawing together information needs for the software that balance across a variety of stakeholders.
7 months as Corporate Finance Executive (现在的工作) with a boutique Stockbroker/merchant banker/corporate advisory firm, successfully floated 2 companies one in recruitment and the other in mining/exploration on the ASX.
涉及的业务范围如下:
IPO上市融资全套服务,包括套壳、分拆、控股上市
企业策略、资本重组、投资融资等专业咨询
项目管理、尽职调查、策划制作招股说明书
协助企业在全澳做经纪行和机构投资的路演和促销
私募融资、风险投资、上市前融资
上市公关、后期维护、股东关系的顾问服务
产业规划、行业分析、市场研究、资本运作
二次融資、增股配额、股权计划
兼并收购、分拆重组、反兼并反收购、防卫战略咨询
资产抵押、资产剥离、贷款融资
Areas of Expertise & Interests
Australian tax, Superannuation and Corporate Law
ASX Listing Rules, general capital market and IPO
Financial statement analysis and business valuation
Industry, market and legislative research
Corporate structure and business strategy
Corporate governance and compliance
Business Analysis & Requirement Gathering
Personal
在中国上海出生长大,考进了上海南市区(现黄浦区)市重点大同中学。92年来澳读了高中,以全校第一名考上了澳洲名校悉尼大学就读法律商业双学位,2000年毕业。04年考取了特许注册会计师。会说写流利的中文和英文。弄堂长大,喜欢棋牌,尤其是四国军棋。关注几乎所有的体育运动,爱打羽毛球。对IT,股票和资本市场也很关注。
感想
从会计税务专业,到软件开发,到金融投资业,我已经换了3个行业了.其实每个行业我都很喜欢,因为它们所带来的挑战和机遇都不错.其实每个行业我涉及的也只是皮毛,因为越钻进去,发现自己知道的越少,要学的东西越多.
或许因为自己不大安分守己,安于现状,所以每次跳槽都挺离谱的,要改行.但是每次能学到很多新东西,而且经济上也"改善"很多,所以也愿意承担改行的"风险".其实当初读大学的时候,就没决定入哪行,所以读的是Commerce(Major in Accounting and Finance)/Law双学位,没想到毕业后也来个"面面俱到".有人说我是"多才多艺",我倒觉得是"Jack of All Trades, Master of None". 用魔兽世界(World of Warcraft)来比喻,最适合我的Class是Druid,(Tank比不上Warrior,DPS比不上Rogue,Spell Cast无法和Mage或Warlock比,Healing和Priest又差远了).希望能在金融业滞留下来,好好建立一番事业,哎,都三十了
不好意思,中文越来越差,所以只能写个中西和璧的东东,见笑了.
如何入行的?
有人问我如何从软件开发/会计税务改到金融投资业的? 两个字"运气".
虽然对金融一直很感兴趣,但毕业后从来没有在这行工作过.当然graduate program投行的职位也投过,象Macquarie Bank, Credit Suisse, Goldman Saches, JP Morgan 等都没成功过. 他们的要求都是honours,或双学位,学分Distinction above, 英文'接近母语'的等等, 很少听过留学毕业生进去过.
当初想换工作的时候,我的Recruitment Agent是IT专业的,他们从来不帮accounting/finance professional找工作的.我原来想转在银行业务做Superannuation/Wealth Management这块做Senior Business Analyst 或Team Leader的工作.
碰巧的是,我的Recruitment Agent和我现在工作的地方是一栋办公楼,我的agent和我现在的老板都是Smoker,他们在楼下抽烟的时候聊起了我的application, the rest is history.
更巧的事,我上的中学和我的老板是同一个,不过他是68年毕业的,我是95年.他interview我两个小时多,谈的很投机,我那时已拿到另一个银行Senior Business Analystde的offer. 他也是CA转行入金融的, 他不需要找stockbroker (我公司很多), 看中的就是我的CA+Law qualification, 所以转行上手不是太难. 还有希望我发展以中国为主的亚太业务.
[ 本帖最后由 Artcore 于 2008-5-16 14:20 编辑 ] |
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