Haolin He

•  Overseeing the finance budgeting, reporting and analysis, operations and IT functions of the organization; involved in the preparation of the company accounts 

•  Working with the Chief Executive in financial and marketing analysis for strategic decision-making purposes

•  Overseeing the finance budgeting, reporting and analysis, operations and IT functions of the organization; involved in the preparation of the company accounts 

•  Working with the Chief Executive in financial and marketing analysis for strategic decision-making purposes

•   Main responsibilities: screening deal flows of hi-tech portfolios curated from 1000+ proposals; Interviewing entrepreneurs; Maintaining investment pipeline; Preparing synopsis for members and attending investment events to source new deals.

•   Working closely with the Directors investors and professionals with a wide-ranging knowledge, experience and backgrounds to build up wide network

•   Enhancing investment ability by learning from other highly experienced business angels

• Conducted Billing and Settlement Management, Account Payable and Receivable Management, Cash Flow

  Management, Budgeting and Cost Management for the 3 main business departments

• Preparedmonthly,quarterlyandannualrevenuereportandperformedcorrespondingbudgetvarianceanalysis

  (which accounted for 40% of the revenue and 90% of the budget); and presented to management team

• Manageddisputeswithclients/suppliersonfinancialterms,billingdisagreements,voicewholesalerate/volume

  differences, roam system etc. (over 200 suppliers & 120 clients)

• Collaborated with other subsidiaries across American & HK offices to launch new ERP system; participated in

  initial system development, intermediate stage testing, final implementation and employee training

• InvestigatedPPI(PaymentProtectionInsurance)mis-soldcases;setupthecomplaintwhilerequestingfurther

  customer information

• Worked with team members to provide claim outcome report for various PPI mis-sold cases

• Set up PPI claim model through Excel and Lloyds Banking System to analyse customer's account data.

• Elected as an instructor in our team to guide other colleagues for claim calculation and ensure the work can

  be delivered within agreed timescales

• Main responsibilities: IELTS Teaching Assistant mostly on IELTS speaking and writing; collected and sorted out teaching materials as well as lessons preparation

• Worked well with a multi-cultural and diverse work force

• Highly improved English ability especially in writing and presentation

• Worked under high pressure but built my confidence acted as a lecturer

• Developed presentation and teaching skill through giving lectures 

1. • Assisted Account Managers to set up 500 customer accounts for Social Security and Medicare by conducting on-site visits at more than 10 community branches

   • Supported Business Service Department by dealing with telephone and email enquiries, liaising with staffs in other departments for meeting schedule, booking meeting room and conference facilities etc.