Bio
Credentials
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CICPA
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Passed CFA level II exam
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Experience
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Mandarin Capital Partners
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Shanghai City, China
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Analyst
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Jul 2011 - Jun 2013
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Shanghai City, China
Mandarin Capital Partners is the largest Chinese-Italian private equity fund.The Fund is an answer to the needs of: 1.Chinese companies on the route to globalization, looking for distribution channels, global brands, technologies and know-how2.Italian companies seeking production capacity in China as well as local presence in the Chinese marketJob Description: Support 1 VP and 1 Partner in the new investment deal execution in pharmaceutical and clean-tech sectors.Besides this, I cover 5 portfolio companies management.1) Perform the financial analysis on the target company, commercial due diligence market and industry analysis to support investmentdecisions2) Analyze Pro-forma due diligence reports3) Perform valuation and financial modeling to assess the investment returns4) Develop sensitivity analysis to structure debt package on the basis of company cash flow, business plan5) Work on various aspects of the transaction execution process, including drafting term sheets, negotiation of deal terms, etc.6) Prepare and present information memorandums and documentation for investment committee and Board of Directors7) Follow-up on portfolio company management: portfolio companies together with management team encounter with main operatingissues to improve management, accounting and control tools, interfacing directly with company executives in business and strategydiscussions8) Liaison with between portfolio companies and fund implementing monthly reports 9) Perform related sector analysis on a monthlybasic10) Coordinate with portfolio company management team on M&A activities add-on strategies
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American Appraisal Associates
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Shanghai City, China
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Senior Analyst
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Jul 2010 - Jul 2011
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Shanghai City, China
American Appraisal is a third-party firm specialized in financial analysis and enterprise valuation with long history over 100 years. The main competitors of American Appraisal are the transaction advisory service divisions of the big-4 international CPA firms Job Description: Work on 2-4 valuation projects simultaneously and report directly to Principal, assessing the value of unlisted andlisted companies, businesses, intangible assets and financial1) Perform on-site due diligence visit to the target company2) Perform the industry research collection and analysis in respect to the sector of the target company3) Build enterprise valuation model by DCF income approach and market multiple approach4) Perform annual impairment testing in compliance with IFRS and US GAAP for the target company5) Assess the value of intangible assets in terms of technology, trademark, customer relationship, non-compete agreement, etc) usingthe Relief from Royalty, MEEM (Multi-period excess earnings and incremental cash flow method6) Assess the value of financial instruments (preferred shares option, warrant, convertible bond, ESOP ) using Black-Scholes, Binomialand scenario method7) Issue Fair Value Valuation Report in compliance with IFRS and US GAAP
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Deloitte
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Shanghai City, China
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Senior Associate
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Jul 2006 - Jul 2010
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Shanghai City, China
Job Description: Participated in the audit work of several US-IPO or US listed China manufacturing and service rendered companies,with a good understanding of US-GAAP and China Tax Law & Regulation1) Identify the risk of entity’s environment, evaluate internal control design and implementation, and assess the accounting policy2) Design and implement overall responses to address the risks of material misstatement at assertion level3) Perform concluding analytical substantive procedures to ensure all activities with significant financial implication are adequatelydisclosed (including P&L, BS, consolidation and CF statement preparation)4) Evaluate the sufficiency and appropriateness of audit evidences, misstatements identified and assess the financial impacts5) Prepare audit summary memorandum and audit report6) Perform SOX-404 compliance audit on the target company7) Perform post acquisition audit and review the valuation report
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Education
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2002 - 2006East China Normal University
Bachelor, International Finance -
1999 - 2002Shanghai Shixi High School
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