Xinyi Li
Sr.Accountant
Beijing
Summary
Experienced client service and securities professional with over 6 years of expertise in client relationship management, compliance, and operational excellence. Strong background in securities, IPO processes, and investor relations. Multilingual and cross-cultural expertise, fluent in English and Mandarin. Effectively manages international clients and stakeholders in fast-paced environments. Strong leadership and problem-solving skills. Master's degree in Accounting and a proven track record of delivering high-quality compliance and operational solutions. Excels at leading teams and driving client satisfaction.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Securities Affairs Representative
Chinasys Technologies Co., Ltd. / Beijing Join-Cheer Software Co., Ltd.
12.2019 - 07.2024
- Acted as the primary liaison between the company and regulatory bodies, including the Beijing Stock Exchange and China Securities Regulatory Commission, ensuring compliance with IPO requirements
- Maintained daily communication with shareholders and investors, providing timely updates on company performance and addressing concerns
- Led the company’s IPO process, including early preparation, due diligence, application, and final review stages, ensuring on-time and within-budget delivery
- Coordinated with legal, accounting, and intermediary teams to ensure compliance with regulatory requirements
- Developed and implemented internal control systems, improving operational efficiency and reducing compliance risks
Securities Affairs Representative
04.2020 - 12.2023
- Led the company’s IPO process, including early preparation, due diligence, application, and final review stages
- Coordinated with securities firms, lawyers, and accountants to ensure compliance with regulatory requirements
- Acted as the primary point of contact for regulatory bodies and intermediary teams, ensuring smooth communication and timely resolution of issues
- Prepared and reviewed IPO-related documents, including shareholder meeting materials and information disclosures
- Oversaw project timelines and budgets, ensuring on-time and within-budget delivery of IPO milestones
Assistant Manager
OPTUS (Overseas Telecommunications Operator Company)
03.2018 - 10.2019
- Successfully managed customer transitions during company acquisition projects, achieving zero complaints and high client satisfaction
- Built and maintained strong relationships with business clients, ensuring repeat business and customer loyalty
- Implemented training programs for new employees, significantly improving team performance and reducing turnover
- Managed operations for two stores, consistently meeting and exceeding sales targets
- Recognized as one of the top performers in New South Wales, receiving awards from major brands such as Samsung, Huawei, and Apple
Education
Master of Accounting -
University of New South Wales
02.2016 - 07.2017
Bachelor of Business Administration - undefined
Dalian University of Technology City Institute
09.2011 - 07.2015
Skills
Client Engagement Strategies
Certification
Securities Laws & Regulations Certification (if applicable)
Accomplishments
- Successfully led the IPO process for a company listed on the Beijing Stock Exchange, ensuring compliance with all regulatory requirements.
- Improved team performance by 20% through the implementation of targeted training programs at OPTUS.
- Recognized as one of the top performers in New South Wales, receiving multiple awards from leading technology brands.
Languages And Technical Skills
Fluent in English and Mandarin, Conversational Cantonese, Proficient in MS Office (Word, Excel, PowerPoint), with experience in data analysis and financial reporting tools.
Timeline
Securities Affairs Representative
04.2020 - 12.2023
Securities Affairs Representative
Chinasys Technologies Co., Ltd. / Beijing Join-Cheer Software Co., Ltd.
12.2019 - 07.2024
Assistant Manager
OPTUS (Overseas Telecommunications Operator Company)
03.2018 - 10.2019
Master of Accounting -
University of New South Wales
02.2016 - 07.2017
Bachelor of Business Administration - undefined
Dalian University of Technology City Institute
09.2011 - 07.2015
Securities Laws & Regulations Certification (if applicable)
Project Management Professional (PMP) (if applicable)
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