Siyuan (Jack) Shen

Finance Manager / Due Diligence Manager at 中民投 (China Minsheng Investment)
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Contact Information
us****@****om
(386) 825-5501
Location
Huangpu District, Shanghai, China, CN
Languages
  • Chinese Native or bilingual proficiency
  • English -
Skills

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Angus Hooke

I have known Jack for three years, mainly through his internships with companies I managed. My overall impression of him is that he is very intelligent, mature, strongly motivated and well-equipped to succeed in both postgraduate studies and business.

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Credentials

  • ACCA
    ACCA

Experience

  • China Minsheng Investment Group（中民投）
    • China
    • Investment Management
    • 1 - 100 Employee
    • Finance Manager / Due Diligence Manager
      • Sep 2017 - Present

      1. Capital exit for equity investment project • Lead capital exit for invested property management companies, including IPO and strategic investors • Coordinate IPO intermediary agents, including auditors, investment bankers, lawyers, appraiser, etc. • Lead construction and improvement on financial management system and internal control system • Perform financial data analysis to support management decision making 2. Due Diligence for Equity investment projects • Perform financial due diligence on target company, and successfully completed seven equity investments on property management companies • Perform analysis on financial figures and operation data and highlight implied risks • Lead business transaction procedures, including equity transaction, financial transaction, implementation of unified financial system • Coordinate external audit and Purchase Price Allocation 3. Post investment management • Participate design and assessment on company’s and subsidiaries’ annual business plan and budget • Conduct financial analysis on acquired property management subsidiaries, and benchmark key competitor in industry • Assist in business operation modification for tax planning 4. Internal audit • Perform internal-audit on subsidiaries, including new-acquired property management company and small loan company • Assist disposition of non-performing asset Show less

  • KPMG China
    • Hong Kong
    • Financial Services
    • 700 & Above Employee
    • Assistant Manager
      • Oct 2014 - Sep 2017

      A share IPO audit for a leading city commercial bank • Served on a team of 60 professionals to provide IPO audit service to the largest non-listed commercial bank in China • Delivered high-quality audit work and issued report meeting tight deadline, assisted the client successfully passed the CSRC hearing and listed on Shanghai Stock Exchange • Conducted business cycles including credit cycle, inter-bank transactions, financial liability, derivative, intermediate business, general and administrative expenses, and capital adequacy ratio Statutory Audit for a consulting firm of a multi-nation insurance group • Served as audit field in-charge, and lead a team of 5 professionals to provide statutory audit • Conducted business cycles including taxation, accounts receivables, and operating income Show less

  • BDO China-SHU LUN PAN Certified Public Accountants LLP
    • China
    • Accounting
    • 200 - 300 Employee
    • Consulting Intern
      • Jan 2014 - May 2014

      • Assisted team of five consultants to provide interna control service for a national leading juice production company • Assisted interview with management team, conducted audit sampling, analysed key financial indicators • Assisted team of five consultants to provide interna control service for a national leading juice production company • Assisted interview with management team, conducted audit sampling, analysed key financial indicators

  • University of Pittsburgh
    • United States
    • Higher Education
    • 700 & Above Employee
    • Macc program at Katz
      • Aug 2012 - Dec 2013

      Master of Science in Accounting Master of Science in Accounting

  • Celllular Biomedicine Group
    • China
    • Biotechnology Research
    • 1 - 100 Employee
    • Accounting Department Intern
      • May 2013 - Jun 2013

      • Drafted Standard Operating Procedures (SOP) for monthly closing, expenditure, salary payment, and product distribution. • Assisted team of three accounting professionals to process monthly closing. • Drafted Standard Operating Procedures (SOP) for monthly closing, expenditure, salary payment, and product distribution. • Assisted team of three accounting professionals to process monthly closing.

  • KBC Goldstate FMC, Ltd.
    • Financial Services
    • 1 - 100 Employee
    • Intern at Product Development Department
      • May 2012 - Jul 2012

      • Created consultation reports on 192 newly issued public investment funds in China’s market during July 2011 to May 2012 to explore general laws and trends in the market. • Constructed research reports on two specific fund custodian banks to evaluate their performance on IPO. • Contributed to managements’ decision making on developing appropriate public funds for market and in selecting appropriate bank partner. • Created consultation reports on 192 newly issued public investment funds in China’s market during July 2011 to May 2012 to explore general laws and trends in the market. • Constructed research reports on two specific fund custodian banks to evaluate their performance on IPO. • Contributed to managements’ decision making on developing appropriate public funds for market and in selecting appropriate bank partner.

  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Winter Intern at Tax Department
      • Feb 2011 - Feb 2011

      • Completed various tax services, including tax return filings, client’s bank account reconciliations, contacting with the local Tax Bureaus. • Assisted team of seven tax professionals to provide taxation service for two higher education institutions. • Completed various tax services, including tax return filings, client’s bank account reconciliations, contacting with the local Tax Bureaus. • Assisted team of seven tax professionals to provide taxation service for two higher education institutions.

  • KPMG
    • Canada
    • Accounting
    • 700 & Above Employee
    • Summer Intern at Audit Department
      • Jan 2011 - Jan 2011

      • Served on team of four auditors to audit a vehicle dealership. • Verified accounts and created audit reports for the annual financial report; performed and reported on Agreed-Upon Procedures (Fixed Assets Movement). • Worked independently with the client to prepare working spreadsheets and to complete auditing reports, which were later reviewed by supervisor. • Served on team of four auditors to audit a vehicle dealership. • Verified accounts and created audit reports for the annual financial report; performed and reported on Agreed-Upon Procedures (Fixed Assets Movement). • Worked independently with the client to prepare working spreadsheets and to complete auditing reports, which were later reviewed by supervisor.

  • Nottingham Technologies Aisa, Ltd.
    • Ningbo, China
    • Intern at Consultation Department
      • Jul 2009 - May 2010

      • As part of consulting team, investigated new energy markets and presented the consultation report to management. • As part of consulting team, investigated new energy markets and presented the consultation report to management.

Education

  • University of Pittsburgh - Joseph M. Katz Graduate School of Business
    Master of Science in Accounting, Accounting
    2012 - 2013
  • Nottingham University Business School China
    Bachelor of Arts, B.A.(Hons), Finance Accounting and Management
    2008 - 2012
  • University of Auckland
    Bachelor, Finance, Accounting, Economics, Mathmatics
    2010 - 2010

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