Guiping (David) Xu
Toronto,Canada
Summary
Results-driven finance professional with over 20 years in strategic finance, accounting, system improvements, and profitability enhancement for startups, scaling and public firms. Holds an MBA, CPA, and GE 6 Sigma Black-Belt, with extensive expertise across Financial Services, Clean Energy, Education, SaaS, Staffing, Consulting and High-Tech industries.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Founder and Consulting CFO
Global Financial Group of Canada Limited
Toronto, Canada
07.2010 - Current
- Provide financial consulting services in areas such as controllership, SEC financial reporting, technical accounting (IFRS and US GAAP), public listing (IPO), financial system implementation, and growth and turnaround strategies
- Clients include Syndesus as Controller; Visionary, Hanergy, Golden Panegyric, RockySaaS, USUM, Sgoco, SinoBBD, and Maple Leaf as CFO
Manager of Finance and Controller
Zurich Financial Services
Toronto, Canada
05.2007 - 07.2010
- Managed $1 billion insurance business finance closes and financial reporting, approved general ledger journals and control documents, spearheaded the upgrade of SAP financial system, developed accounting manuals, and building financial models and macros
Sr. Financial Consultant
Robert Half International Inc.
Toronto, Canada
10.2005 - 05.2007
- Served TD Bank Financial Group as Business Ananlyst, Manulife Financial as Reporting Manager and Aeroguard Group as CFO with key roles in inter-company reporting automation, financial reporting, automation and digitization, general finance and accounting management
Finance Director and CFO
World Bank IFC CUNA Mutual Insurance Group
Canton, China
10.2003 - 08.2005
- Handled a $20 million annual budget and financial reporting, led internal and external audits, implemented a financial reporting system, and cultivated relationships with regulators and banks
Senior Analyst and Pricing Leader
GE Capital Services HQ
Stamford, USA
06.1992 - 10.2003
- Served in multiple roles in GE Capital and GE Energy including Senior Analyst, Pricing Leader, Risk Manager, and Commercial Finance Leader
- Key achievements include building an ERM reporting system for a $465 billion asset portfolio, turning company profitability after 9/11, doubling annual sales through sales process re-engineering, and securing $4 billion power equipment contracts
Education
MBA - Finance and Accounting
University of Illinois At Chicago
BA - English and American Literature
Beijing Normal University
Skills
- Technical Accounting for Public Companies (IFRS and GAAP)
- Advanced Excel
- Quickbooks
- Hyperion
- SAP FI/CO
- ADP
- US IPO and SEC Financial Consolidation and Reporting
- Coding in VBA, SAP ABAP, Pine Script, and Python
- System Implementation SAP, Oracle, Hyperion and QBO
- Database development including MySQL, Access and GitHub
- Data Visualization with Cognos, BusinessObjects, and Power BI
- Business Analysis and Database Development
- Finance, Credit and Risk Modeling and Monte Carlo Simulation
- Six Sigma for Continuous Process Improvement
- Equity, Loan and Structured Financing
Certification
- CPA/ Fellow of Institute of Public Accountants, 01/12/2017, 269599
- Six Sigma Black Belt, 11/01/1999
Languages
English
Professional
Chinese
Professional
References
References available upon request.
Timeline
Founder and Consulting CFO
Global Financial Group of Canada Limited
07.2010 - Current
Manager of Finance and Controller
Zurich Financial Services
05.2007 - 07.2010
Sr. Financial Consultant
Robert Half International Inc.
10.2005 - 05.2007
Finance Director and CFO
World Bank IFC CUNA Mutual Insurance Group
10.2003 - 08.2005
Senior Analyst and Pricing Leader
GE Capital Services HQ
06.1992 - 10.2003
MBA - Finance and Accounting
University of Illinois At Chicago
BA - English and American Literature
Beijing Normal University
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