Develop personalized financial plans that align with clients' short-term and long-term financial objectives.

Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning.

Provide guidance on investment allocation and asset allocation to achieve financial goals. ...

Responsible for the related revenue and cost annual budgeting and performance monitoring

Maintenance of funded related accounting and all its related reconciliation, tax, gst and audit schedules

Responsible for reviewing the cost centre reports, track expenses that spending are within budget and perform variance analysis for management reporting on projects related areas ...

Closely monitor exceptional reports through bank reconciliation (from integration process) and to ensure all proposed error/adjustments are recorded on timely basis.

Work closely with internal and external parties to ensure financial data recorded effectively.

To ensure HRD Corp's fixed assets are recorded in accordance to accounting standards. ...