Jason HK Li, CPA, CMA, CIA, CESGA®
APAC Finance Director @ Targus
About
• Extensive experience in ICT industry (IBM Systems, Software, Services, Financing and Telstra international) and Automotive with Strong R&D and product development (Philips Lumileds), passionate about bringing disruptive technology, finance, and business together • International assignment experience working and living different countries (Beijing China, North America, Japan, and Malaysia, and Hong Kong) • Strong and proven leadership, and extensive experience to transform finance team excel at Operation Excellence, Business Partnering, and Strategic Influences • Certified Public Accountant (CPA), CPA Australia, 2011 • Certified Internal Auditor (CIA), Institute of Internal Auditors, 2007 • Certified Management Accountant (CMA), Society of Management Accountants of Ontario, 2004 Specialties: Strategic Planning, Finance and Planning, Internal Audit, Business Control, Accounting, People Management • MBA Essentials Certification, London School of Economics and Political Science (LSE), 2021 • Guest Speaker at the 9th CFO Innovation Hong Kong Forum 2018 to discuss "Empowering Finance Leaders with Digital Tools: Predictions and Preparations to Integrate with Disruptive Technologies"
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Hong Kong SAR
Information Technology & Services
Business Partner Support, ERP Implementations, Cash Flow Management, Trusted Business Partner, Managerial Finance, People Management, Shared Services, Financial Management, Internal Audit, Accounting, Business Control, Consolidation, Essbase, Hyperion, Integration, Management, Forecasting, Business Process, Internal Controls, Finance
Experience

APAC Finance Director
Hong Kong SAR
- Lead the end-to-end wide scope, covering not only traditional finance functions but also supporting sales and business operations and reporting, treasury, bank relationship, and managing IT and admin across Asia. Report directly to Global Corp. CFO, with a lean team of 12 in Hong Kong/China supporting full spectrum of finance activities in 10 legal Asian entities including compliance, fiscal reporting, tax, and audit -Drive the implementation of new ERP (Microsoft D365) for Asia region, being the pioneer region in the company to implement the ERP with no reference experience, and lead to successful implementation for 10 entities in 6 months. -Business Partner with Sales and Marketing to grow brand business for > 50% along with improved margins in the first year on the role, met the EBTIDA budget with well controlled Opex spending and increase cashflow. Re-design and implement new Sales and Margin reporting to Dashboard format which allow users to analyze performance efficiently. Improved closing timeframe which allowed efficient process with the final results aligned with the forecast. Drive Cost savings by relocating 4 offices in Asia to reduce cost.

APAC and Gr. China Finance Director
Hong Kong
- Business Partner with APAC commercial organization, lead strategic, operations, process improvement and organization initiatives - Transform and lead financial controllers in China, Japan, Korea, India, Asean, and support full spectrum of Finance Planning & Analysis in those legal entities (compliance, fiscal, audit).

Senior Finance Manager (Business Partnering)
Hong Kong
- Business Partner with Sales Executive Directors to grow international business for connectivity and network application services - Develop and implement innovation and insightful ways to provide revenue performance analysis, product mix analysis, buy/sell analysis to improve sales and profitability of the business - Integrate Finance team and establish FP&A process after Pacnet acquisition

Growth Market Regional Advisory Financial Analyst, IBM Software Group
Hong Kong, Hong Kong
- Led, analyzed and planned IBM GMU (across AP, CEE, MEA, LA) SWG stream revenue, and developed forecast models to highlight risks and opportunities for GMU and Worldwide senior management to drive over-achievement of revenue plan of US$2 billions, 11% YtY revenue growth.

Greater China Group (GCG) Forecast Coordinator and Plan Manager
Beijing, China
- Led IBM GCG financial forecast cycles and was responsible for coordinating across IBM brands and functions to create consolidated view for senior management to drive GCG to over-achieve over $4 Billions USD of annual revenue and margin budget (revenue grew ~20% and margin expansions by 4 pts year-to-year). - Led GCG finance team to develop financial strategy to improve revenue contribution from annuity business, focus on a balanced profitable growth, and align with GCG business strategy.

Regional Finance Manager, Asia Pacific (AP) regional financial support centre (Malaysia Assignment)
Kuala Lumpur, Malaysia
- Managed the team of 18 new-hire financial analysts with diverse race and cultural background in newly setup AP Finance Centre of Excellence (CoE) to support Australia contract financial management, and AP services expense and sector reporting. Transited ~30 SO contracts (35% of A/NZ portfolio) financial management form Australia smoothly and stabilized the team within three months. - Grew and retained the vitality of the resources for planning, expanded direct reports from 10 to 18 in one year, improved customer satisfaction by 0.4 pts out of 5, and achieved the lowest attribution rate in the center (6% versus 25% average).

Corporate Internal Auditor (Japan Assignment)
Tokyo, Japan
- Led and performed audits of the adequacy and effectiveness of all IBM Japan business processes. Liaised with local audit clients to understand Japan unique business environment and evaluated business processes to assess business risk. Improved control postures for IBM Japan and helped Japan off the control watch-out list from IBM Corporate.

Corporate Internal Auditor (U.S. Assignment)
Various Cities, North America
- Liaised with IBM North America management and executives to ensure efficient completion of audit reviews, communicated process deficiencies to improve IBM North America Global Services control posture. Sought by internal audit managers in Asia Pacific and Europe to participate in their audits, and resulted in an audit assignment in Korea and one year assignment in Japan. - Led engagement review of Sarbanes-Oxley compliance control testing implementation for IBM Global Services when IBM first implemented the process

Staff Accountant, IBM Canada Services Delivery
IBM
- Analyzed and presented cost balance sheet to Finance Executive, identified risks and opportunities on balance sheet and improved gross profit by $3M US. - Oversaw accounting process of annual cost of US$850 million, guided 17 services financial analysts on accounting treatment and control, engaged management to understand financial and accounting impact and made recommendations to the business to drive control process and cost improvement.

Accountant, Business Partner (BP) Leasing
- Established Business partner lease balance sheet management tracking system and recommended action plans to management, resulting reduction of un-reconciled balance sheet items from 340 to 40 in one year. - Transited job roles to the U.S. lease accounting team successfully and awarded the Bravo Achievement Award for leadership and significant contribution for transition work.
Jason HK Li, CPA, CMA, CIA, CESGA®'s Contact Information
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