Alexia Quan
System Innovation/Accounting Controller/Risk Optimizer/Business Intelligence Modeling/Global Fixed Assets And Lease Manager
Salt Lake City,US
Summary
Details oriented, results-driven, highly organized and analytical, trusted financial team builder, director with strong project management skills
Overview
28
28
years of professional experience
9
9
years of post-secondary education
Work History
Global Fixed Asset and Lease Manager
Boart Long Year Group
11.2022 - Current
- Lead global fixed assets (including intangibles) and lease accounting, period close, year end audit and monitor transactions over 50 entities world widely with high efficiency.
- Assure mining projects cost, capitalization, asset depreciation, retirement and sale, entity liquidation, global inter company transaction are handled correctly, efficiently and comply with IFRS, GAAP and local tax regulatory requirements
- Lead fixed asset and lease related assets global inventory count project which involves 178 locations of center office and thousands of mining sites, improve identifiable process of mining assets significantly on-sites, underground or unidentifiable by technical innovation on documentation, tagging,tracking and close coordination with different business lines.
- Lead SharePoint integration of global FA functions to AI automated level and enable visualized accounting workflow and integrated function at global level.
- Forecast debt growth and manage IR and FX risk promptly. Analyze related operational information for impact on ROI, identified trends and recommended appropriate adjustments.
- Ensure accurate statement, reporting and reconciliation, provide insights and recommend improvement
- Revise accounting policy and control procedure involved
- Strengthen team performance and coordination and develop staffs in a diverse culture and multi-lingual environment
- Provide valuable opinions and recommendations to senior leadership on various key projects strategy and delivery
Accounting Coordinator
Albertsons Companies Inc
10.2021 - 11.2022
- Organized period (4 weeks in a roll, Day+3 completion) close process and responsible for period close report and financial statements publishing , ensured compliance with GAAP, SEC regulations and SOX.
- Enhanced cooperation between resources and levels of control. Collaborated with internal departments to resolve discrepancies, fostering strong cross-functional mechanism. Redesigned AR, AP, P-card, and payroll process.
- Organized data research and developed models on procure cost, delivery cost and supply chain interaction. Figure out better ways to boost gain, forecast loss and regulate expense
- Supervised logistic inventory control of selecting,storing, shipping, loading/unloading, transportation and ensure smooth performance of 30+ locations to meet KPI target
- Completed quarterly internal SOX audit and review
- Executed quarterly budgeting process with business unit leadership and financial team
- Pushed forecast-driven performance assessment rubric and collaborated on achieving P&L goal consecutively.
Financial Director (BOD Level)
BNTY Cinema Tech Inc
08.2018 - 06.2021
- Internal Control and Risk Management: Led the Audit and Internal Control Committee, implementing and executing necessary internal control measures. Provided risk control strategies and annual risk evaluation reports to the Board of Directors (BOD), and offered comprehensive assistance for internal and external audits.
- Financial Team Supervision: Supervised the financial team, ensuring accounting activities complied with regulatory requirements for a public company and offered evaluation, guidance to the financial team on daily transaction issues
- SaaS Model Financial Management: Optimized accounting processes for recurring revenue and deferred revenue recognition, ensured compliance with ASC 606 standards for revenue recognition, streamlining invoicing and billing for subscription-based services within monitored SaaS model.
- Strategic Development: Advised the BOD on critical finance function strategies. Guided company growth by securing financing options and negotiating favorable credit terms with banks and investors. Supported mergers and acquisitions activities by providing reliable valuations of target companies and overseeing due diligence processes.
- Investor Relations: Led presentations of ownership reporting for investors and stakeholders, providing exceptional support for queries, collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Developed an environment emphasizing operational excellence within the financial team. Trained and mentored finance team members, fostering professional development within the department.
- Collaborated with the CEO and COO to drive the financial road map for the national BNTY Cinema technology service network. Developed comprehensive financial models for data-driven decision making in network expansion.
CFO Partners
Advent Asia Pacific Pty Ltd
07.2015 - 07.2018
- Executed enhanced assessment, transactions review for private equity and merger investment delivery and supervised end-to-end M&A process, including due diligence, valuation, negotiation, and integration, ensuring seamless transitions and value realization. Identified high-risk items, provide expertise and accounting technique guidance for involved cases.
- Performed CFO roles in acquired and invested portfolio companies, driving financial performance improvements through implementing better internal process and control, risk leveraging , EBIDTA projection and KPI supervising, enabling data-driven decision-making and sustainable profitability growth within planned timelines. Ensured robust financial systems and reporting frameworks was in place to enhance compliance, transparency, reliability and efficiency of involved companies.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets. Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing. Created succession plans for exit to provide continuity of operations during leadership transitions.
- Engaged collaboratively with cross-functional teams, private equity sponsors, and portfolio company executives to drive strategic initiatives and enhance financial governance.
Financial Controller
Capital Securities Asset management Co, Ltd
04.2013 - 07.2015
- Monitored the day-to-day financial operation data such as commission collections and investment portfolio position to ensure that the company meets its obligations of cash sufficiency
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages and recommend strategies beneficial to asset management promptly.
- Oversaw initial setup of new fund delivery including capital calls, financial statements, IRRs and perform reviews and risk analysis from financial perspectives
- Conducted investment analysis, verification of investment plans, and provide supportive ad-Hoc reports
- Improved the company's accounting, internal controlling and reporting mechanism using modified system standards
- Provided budgeting and forecasting, submit KPI reports for management review, tracked actual expense against projected.
- Provided guidance and supervise establishment of 60 new fund products, especially private equity funds, M&A funds, structured products and real property funds
- Established short-term liquidity dashboard which brought significant improvement on treasury and reduced excess and obsolete operations by 30%
- Successfully executed Multi-Sites controlling and certified by external auditor without material observation. Completed year-end close processes through effective supervision financial functions and regular treasury transactions consecutively.
- Assisted in the preparation of annual tax filings, ensuring full compliance with regulations while minimizing tax liabilities where possible.
- Adopted appropriate IT tools to boost development from business and meet financial requirements or policies
Auditor/Financial Advisor/Audit Manager
BDO Global
06.2008 - 03.2013
- Managed a team of 8- 15 professionals, responsible for training, supervising, and managing multiple concurrent audit engagements, prioritizing tasks to meet deadlines without compromising quality.
- Advised clients on the proper application of accounting standards and help with understanding of complicate accounting and reporting obligations
- Performed a full spectrum of audit functions including audit testing for numerous accounts, control procedures, evaluation, observation and documentation.
- Successfully assisted clients from different industries (real property management, medical, education, manufacture, farming, food, construction, technology, media and etc) in assuring compliance with regulatory requirements in process like going public,Merger and Acquisition and restructuring by performing regular audits and staying up-to-date on industry standards.
- Developed strong relationships with clients, building trust and ensuring a high level of satisfaction during the audit process. Assisted clients with other accounting and reporting related projects. Identified control gaps and suggested methods for improvement.
Senior Accountant & Risk Officer
China Construction Bank
09.1996 - 05.2008
- Prepared accounting entries and perform various accounting responsibilities like general ledger keeping and reconciliation
- Completed year-end closing processes with controllers and external auditors. Reviewed internal control environments for 32 sub institutions, ensuring compliance with corporate control policies and Sarbanes-Oxley regulations. Coordinated with various departments to gather financial data, ensuring accurate representation of each business line''s performance.
- Developed financial models to assess and analyze credit capability of clients. Engaged in complex data analytics, quality assurance and database management to quantify and substantiate observations and lend credence to proposed operational enhancements. Submitted periodic updates of internal credit rating methodologies reflecting changes in economic conditions or portfolio composition.
- Improve risk assessment accuracy through data analysis and advanced modelling techniques. Implemented effective controls to limit operational risks associated with work processes in various departments.
- Developed comprehensive risk reports for senior management, enabling informed decision making.
Education
Post-Graduate Diploma - Data Science And Business Analytic
University of Texas At Austin, McCombs
Austin, TX 08.2024 - 02.2025
Graduate - Corporate Finance & Investment Management
Hongkong University
HongKong 03.2010 - 03.2012
Master's degree - Finance
Capital University of Economics And Business
BeiJing 09.2000 - 09.2002
Bachelor's degree - System Information Management
Hunan University
Hunan 09.1992 - 09.1996
Skills
Leading skills
Quantitative abilities
Oracle
SAAS
MS Office
POWER BI
Attention to detail
Goal oriented
Accountability
Quick learner
Problem solver
Department oversight
Performance optimization strategies
Time management
Legal compliance
Proficiency in Python and SQL
Employee motivation and guidance
Decision-making
Financial reporting
Team collaboration
Clear communication
Project management
Cost control
Financial analysis
Timeline
Post-Graduate Diploma - Data Science And Business Analytic
University of Texas At Austin, McCombs
08.2024 - 02.2025
Global Fixed Asset and Lease Manager
Boart Long Year Group
11.2022 - Current
Accounting Coordinator
Albertsons Companies Inc
10.2021 - 11.2022
Financial Director (BOD Level)
BNTY Cinema Tech Inc
08.2018 - 06.2021
CFO Partners
Advent Asia Pacific Pty Ltd
07.2015 - 07.2018
Financial Controller
Capital Securities Asset management Co, Ltd
04.2013 - 07.2015
Graduate - Corporate Finance & Investment Management
Hongkong University
03.2010 - 03.2012
Auditor/Financial Advisor/Audit Manager
BDO Global
06.2008 - 03.2013
Master's degree - Finance
Capital University of Economics And Business
09.2000 - 09.2002
Senior Accountant & Risk Officer
China Construction Bank
09.1996 - 05.2008
Bachelor's degree - System Information Management
Hunan University
09.1992 - 09.1996
Personal Information
Total Experience: 20+ years accounting & compliance & Business Intelligence & Project Management leadership experience, risk and internal controller implementing SOX standards and procedures. Strong in driving organizational growth and optimizing financial performance. 10+ years' experience in financial industry (bank, securities, fund, real property). 5+ years' experience in fast-growth company (technology, healthcare, research, logistic, manufacturing). 8+ years engagement in Project Analysis and Financial Planning with data science application program in projects including e-commerce, customer credit forecast, property pricing and financing, retailed market and entertainment business. Master degree of Business Administration and Finance. CPA under IFRS, with solid expertise in financial accounting and strategic management. Excellent communicating and presentation skills in English and Mandarin.