Personal Profile

Jason Chan

Senior Consultant

Jason serves as the Senior Consultant at the firm, primarily focusing on risk advisory services. His expertise lies in supporting clients with their internal audit functions and ensuring compliance with corporate governance standards in both China and Hong Kong.

With a background in large regional accounting firms, he brings extensive experience in commercial internal auditing. His areas of specialization include risk management assessments, compliance support, corporate governance reviews, internal audit assistance, business process evaluations, as well as Environmental, Social, and Governance (ESG) readiness and reporting support services.

He manages a diverse client portfolio across various sectors, including property investment, property development and construction, pharmaceuticals, hospitality, manufacturing, gold and mineral mining, retail and department chain stores, and financial institutions.

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Team members

Samy Cheung

Director

Samy Cheung

Director
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Andrew Ng

Senior Consultant

Andrew Ng

Senior Consultant
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Yumei Wong

Senior Consultant

Yumei Wong

Senior Consultant
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Performance Improvement and Benchmarking

1. Performance Improvement Engagements

Example: A logistics company optimizes its supply chain through process reviews and new software solutions.

2. Benchmarking Engagements

Example: Comparing employee engagement levels against industry standards to identify areas for cultural and workplace improvements.

Types of Consulting Engagements

1. Advisory Engagements

Consultants provide expert advice to address specific challenges or opportunities.

2. Implementation Engagements

Consultants manage projects such as ERP system integrations, ensuring smooth execution and post-implementation support.

3. Innovation Engagements

Developing new products or services to align with consumer trends and drive competitive advantage.

Overview of Consulting Engagements

Technology Consulting Engagements

  • Technology consultants leverage tools and innovations to solve specific business problems.
  • Example: An insurance company automates claims processing, reducing manual tasks and improving customer satisfaction.

Overview of Consulting Engagements

Diverse Consulting Engagements for Operational Excellence and Innovation

  • Consulting engagements are diverse, providing expert advice, implementing solutions, driving innovation, and benchmarking organizational performance.
  • Consultants work across various areas, including operational efficiency, technology implementation, and performance improvement.

Financial and Compliance Audits

1. Financial Audit Engagements

Financial audits ensure adherence to processes and procedures controlling financial activities. Reliable financial reporting is a key objective, satisfying legal and regulatory requirements while promoting efficiency and stewardship.

2. Compliance Audit Engagements

Compliance audits evaluate the adequacy and effectiveness of controls that ensure adherence to applicable laws, regulations, contracts, and internal policies.

Performance and Operational Audits

1. Performance Audit Engagements

Internal auditors perform efficient and cost-effective audits by focusing on Key Performance Indicators (KPIs), which reflect progress toward organizational objectives. Types of KPIs include quantity, accuracy, cost, timeliness, capital, and revenue standards.

2. Operational Audits

These audits focus on governance, risk management, and controls related to operational efficiency and effectiveness. They are often referred to as management audits in government environments.

Types of Assurance Engagements

1. Control / Risk Self-Assessment

A useful and efficient approach for managers and internal auditors to collaborate in assessing and evaluating control procedures. This assessment integrates business objectives and risks with control processes.

2. Quality Audit Engagements

Internal auditors measure an organisation’s current operations against a set of standards or controls. We assess the quality of the organisation’s controls and determine if controls are being updated and enhanced as organisational activities, industrial practices, and technology evolve over time.

3. Due Diligence Audits

Due diligence involves investigating a person, business, or financial transaction to establish the value of an entity or transaction and the cost of associated liabilities.
Common situations include:

    • Financial audits in banking, securities, mergers, or acquisitions.
    • Real estate assessments of properties and structures.
    • Intellectual property evaluations.