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Xu Liu

@xuliu

Financial operations specialist at Ping An Puhui, supporting consumer finance operations with Excel-based performance tracking and reporting.

China

Message

What I'm looking for

I'm seeking a China-based remote position with a U.S. or international company, preferably in Financial Operations, Business Operations, Operations Support, FinTech Operations, Risk Operations, or Business Process Support. I'm open to appropriate EOR or independent-contractor arrangements, subject to applicable local requirements.

At Ping An Puhui, I coordinate business operations across subsidiaries, branches, and functional teams to support consumer finance product execution. I use Excel and business data to track performance and support management reporting.

At Ping An Bank Credit Card Center, I managed day-to-day operations for a provincial direct-sales organization. I developed standardized operating procedures and performance-tracking mechanisms, and the business achieved top-three national performance among 33 branches for two consecutive years.

At Ping An Life Insurance, I developed business plans and operational targets for sales channels across Heilongjiang Province. I also designed incentive programs and developed training materials and performance-tracking systems.

I began at Ping An Bank as a Management Trainee, completing structured training in credit-card front- and back-office operations. I bring experience across banking, consumer finance, credit cards, and insurance, along with advanced Microsoft Excel skills.

Experience

Work history, roles, and key accomplishments

Current

Business Development & Operations Manager

Current

Ping An Puhui

Jun 2021 - Present (5 years 4 months)

Coordinate business operations across subsidiaries and branches to support consumer finance product execution. Manage recruitment, performance, training, and provide data-based support for management decisions.

Finance Operations Business Operations Consumer Finance Business Process Management Performance Monitoring KPI Reporting financial data analysis Excel Data Organization and Reconciliation Management Reporting Business Planning Cross functional Coordination Training and Knowledge Management Operational Problem Solving

Direct Sales Channel Manager

Ping An Bank Credit Card Center

Nov 2013 - Jun 2021 (7 years 7 months)

Managed day-to-day operations of a provincial credit-card direct-sales organization with approximately 200 employees across 18 locations. Oversaw staffing, performance evaluation, compliance, and developed standardized operating procedures.

Finance Operations Business Operations Credit Cards Business Process Management Compliance Management Performance Monitoring KPI Reporting financial data analysis Excel Data Organization and Reconciliation Management Reporting Cross functional Coordination Training and Knowledge Management Operational Problem Solving

Marketing Planning Specialist

Ping An Life Insurance

Jul 2009 - Nov 2013 (4 years 4 months)

Developed business plans and operational targets for sales channels across Heilongjiang Province. Designed incentive programs, analyzed market conditions, and supported product development.

Finance Operations Business Operations Insurance Business Process Management Performance Monitoring KPI Reporting financial data analysis Excel Data Organization and Reconciliation Management Reporting Business Planning Cross functional Coordination Training and Knowledge Management Operational Problem Solving

Management Trainee

Ping An Bank

Jul 2008 - Jul 2009 (1 year)

Completed structured training in credit-card front-office and back-office operations. Participated in rotational assignments covering multiple banking functions.

Banking Operations credit card processing Financial Services