Experience

Zero2IPO Group

• China
• Financial Services
• 1 - 100 Employee

• Post-investment Portfolio Manager

  • Jan 2020 - Present

  • Supported senior leaders by quantifying business value brought by the portfolio and the return on investment • Formulated investment strategies and post-deal management strategies • Carried out due diligence on the proposed investment projects, evaluate and negotiate on the asset pricing • Resource docked, new financing guided, standardized internal governance, and provided constructive suggestions • Assisted the invested enterprises in new financing or IPO process, provided financial, tax and legal advice • Identified exit opportunities in primary market, proposed for optimal exit plan • Participated in mergers and acquisitions, share repurchase and other ways to exit investment • Maintained investor relationship by disclosing information of fund operation and invested portfolio Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Auditor

  • May 2019 - Jan 2020

  -Financial statement audit in Banking industry, served client Top 4 Chinese commercial bank: treasury section including bonds/debts issued; profit and loss analysis; financial highlights-IPO audit: prepared Technical Consultation Memos: revenue analysis, share based payments analysis etc

• Senior Auditor

  • Dec 2015 - Jan 2020

  - Lead a team of 12 auditors, manage the whole annual report engagement for a top ranking private equity group company, issuing over 80 annual audit reports. -Work with financial industry, especially private equity and asset management corporation. Prepare annual audit report, generate all accounts.- Carry out obligatory audits of the public sector and governmental bodies.- May be called to examine the finances of private businesses, especially those working in association with governmental bodies.- Prepare of regular filing of CIT, BT, stamp duty, VAT and withholding tax, etc.- Responsible for annual government filing.- Assist in internal control assurance for international and inter-firm payment for China.- Assist in relevant policy and procedure initiatives and development. Show less

• Senior Auditor

  • Jan 2019 - Apr 2019

  -Audit finance statement for hedge funds, both onshore and offshore funds. Prepare investment valuation, test on realized gain and loss, design and test on internal control, and analyze financial highlights. -Analyze trends in wealth asset management industry: artificial intelligence; blockchain innovation; outsourcing; offshoring; robotic process automation etc.



University of California, Riverside

• United States
• Higher Education
• 700 & Above Employee

• Teaching Assistant

  • Jun 2014 - Jun 2015

  - Assisted professor teaching - Graded assignments, exams - Led student discussion sections - Assisted students with their group project - Assisted professor teaching - Graded assignments, exams - Led student discussion sections - Assisted students with their group project



Eastern Municipal Water District

• Utilities
• 200 - 300 Employee

• Finance Intern

  • Jul 2014 - Dec 2014

  • Planned, organized, coordinated recycled water rate research project • Analyzed recycled water cost and budget • Developed investor relationship website • Managed the District’s bond information on municipal bonds website (emma.msrb.org) • Planned, organized, coordinated recycled water rate research project • Analyzed recycled water cost and budget • Developed investor relationship website • Managed the District’s bond information on municipal bonds website (emma.msrb.org)



EXPOSERVE

• Food & Beverages
• 1 - 100 Employee

• Accountant Assistant intern

  • Feb 2013 - May 2013

  • Prepared asset, liability, and capital account entries by compiling account information • Documented financial transactions, tracked vendor payable balances for accuracy • Prepared asset, liability, and capital account entries by compiling account information • Documented financial transactions, tracked vendor payable balances for accuracy



the TU Collegian Newspaper

• Tulsa, Oklahoma Area

• Photographer

  • Jan 2012 - May 2013

  Shoot pictures of daily events on campus. Shoot pictures of daily events on campus.



Bank of Beijing

• Banking
• 100 - 200 Employee

• Accountant Intern

  • Jul 2012 - Aug 2012

  -Recorded, stored, and analyzed account information using accounting software. -Classified, recorded and summarized numerical and financial data to compile and keep financial records. -Called and scheduled appointments with managers, filling out loans required paperwork for candidates. -Recorded, stored, and analyzed account information using accounting software. -Classified, recorded and summarized numerical and financial data to compile and keep financial records. -Called and scheduled appointments with managers, filling out loans required paperwork for candidates.