Assistant Controller at Ceres Life Insurance Company (Ceres USA Holdings, LLC) (2025-11 – Present)
- Lead end-to-end financial close operations across monthly, quarterly, and annual cycles, maintaining direct accountability for balance sheet, income statement, and cash flow reporting, while leveraging AI tools (e.g., Claude, ChatGPT, Copilot) to improve the speed and quality of variance analysis and management commentary.
- Play an integral role in the company's in-house calculation engine development for new insurance product offerings, translating complex engine outputs into accurate financial recognition entries and bridging product development and financial reporting.
- Maintain and continuously update financial standard operating procedures (SOPs), ensuring consistent processes and documentation across the team.
Audit Manager, Assurance, Financial Services at Ernst & Young, LLP (2023-07 – 2025-07)
- Big 4 audit experience spanning 10+ years in financial services, with 9 years focused on the insurance industry. Led and managed multiple engagement teams while coordinating cross-border reviews with overseas component auditors—covering internal controls, financial statements, insurance statutory returns, regulatory compliance, and solvency improvement initiatives.
- Demonstrated strong technical knowledge of International Financial Reporting Standards (IFRS), statutory audits in accordance with U.S. GAAP, NAIC guidance, and insurance regulatory requirements.
- Worked closely with actuarial, advisory valuation, IT, and tax teams on reviews of reserving, pension and HEU investments valuation, effectiveness of core IT systems, and certain tax positions affecting clients' financial statements.
- Key clients served: AXA Insurance (XL Group), Munich Reinsurance Americas.
Audit Manager, Assurance, Financial Services at Ernst & Young, LLP (2018-10 – 2023-06)
- Specialized in auditing a broad range of insurance entities — including publicly listed composite insurers, life and general direct insurers, reinsurers, captive insurers, Lloyd's syndicates, and insurance brokers — leading and coordinating multi-component engagements with global stakeholders across Europe, the Americas, Asia Pacific and Oceania under IFRS and Monetary Authority of Singapore (MAS) statutory audit frameworks.
- Contributed to talent development and knowledge-sharing by facilitating insurance training within the practice pool and supporting recruitment through candidate screening for the financial services insurance group.
- Key clients served: Great Eastern Holdings, Zurich Insurance, Aon plc, Munich Re, Toa Re, Beazley.
Audit Senior, Assurance at Ernst & Young, LLP (2014-11 – 2018-10)
Short-term rotation/secondment in EY Singapore - January to April 2018
- Supervised staffs in the performance of audit procedures from planning to conclusion phase
- Performed detailed review of financial statements, audit working papers in accordance with relevant accounting and auditing standards and EY global audit methodology requirements.
