Experience

The Mansion at Glen Cove

• Hospitality
• 1 - 100 Employee

• Financial Associate/ Business Performance Manager

  • Dec 2022 - Present

  New York, United States • Monitored and oversaw holding company and hotel property level financial performance including B/S and P&L and prepared yearly budget and business plan • Involved in all aspects of underwriting process on new hospitality RE investments including investment return analysis, market and competitor research, cash flow Pro Forma with debt /equity structure and promotion waterfall • Communicated and maintained good relationship with investors for existing hotel property to track operation… Show more • Monitored and oversaw holding company and hotel property level financial performance including B/S and P&L and prepared yearly budget and business plan • Involved in all aspects of underwriting process on new hospitality RE investments including investment return analysis, market and competitor research, cash flow Pro Forma with debt /equity structure and promotion waterfall • Communicated and maintained good relationship with investors for existing hotel property to track operation performance and monitor loan requirements including DSCR and property eligibility • Prepared and presented in quarterly board meetings with investment committee for hotel’s financial planning, capital raising, investment opportunities and growth strategies

• Financial Analyst

  • Feb 2020 - Present

  Glen Cove, New York, United States • Analyzed 2015 to current P&L combined with statistical market research to build up financial models calculate NOI, IRR, EM, and presented financial investment suggestions via interactive visual data model by Google dashboard • Valuated current property (187-Key hotel and event center) to provide feasibility analysis reports for renovation and development projects post-COVID-19, from both operational and financial perspectives by using Discounted Cash Flow Model



MJM GROUP

• Portfolio Management & Investment Analyst

  • Sep 2019 - Dec 2019

  Raleigh-Durham, North Carolina Area • Evaluated a 140-key hotel development project by conducting industry and market research, quantitative & qualitative analysis and financial models • Built proposals and OM for new projects targeting oversea investors, especially PE and EB-5 investors from the Great China Area



ASAP International Holdings Inc.

• Real Estate
• 1 - 100 Employee

• Intern

  • Dec 2018 - Jan 2019

  Greater Los Angeles Area • Evaluated property performance by analyzing Business Plan, Capital Budget and P&L Report. Developed operation assessment report and provided suggestions for operation improvement. • Developed a collective report about financing sources with the focus on crowd funding, including its benefits and risks, accessibility, and potential market. • Conducted financing market research, feasibility study, investment valuation report for portfolio deals, provided the conclusion to bid the deal with… Show more • Evaluated property performance by analyzing Business Plan, Capital Budget and P&L Report. Developed operation assessment report and provided suggestions for operation improvement. • Developed a collective report about financing sources with the focus on crowd funding, including its benefits and risks, accessibility, and potential market. • Conducted financing market research, feasibility study, investment valuation report for portfolio deals, provided the conclusion to bid the deal with suggestion to adjust the hurdle rate Show less



Pudong Shangri-La, Shanghai 上海浦东香格里拉

• China
• Hospitality
• 1 - 100 Employee

• Sales & Marketing Manager

  • Jun 2015 - Jun 2017

  Shanghai City, China • Analyzed departmental performance data by comparing horizontally and vertically, provided suggestion for yearly pricing strategies and seasonal promotion offers. • Aooperated with U.S. and European Regional Sales offices for yearly global clients’ rate proposal and negation, increased both ADR and volume • Established Shanghai CBD and Tech Park market database and helped develop regional market report including market research, micro and macro environment analysis, clients’ scale… Show more • Analyzed departmental performance data by comparing horizontally and vertically, provided suggestion for yearly pricing strategies and seasonal promotion offers. • Aooperated with U.S. and European Regional Sales offices for yearly global clients’ rate proposal and negation, increased both ADR and volume • Established Shanghai CBD and Tech Park market database and helped develop regional market report including market research, micro and macro environment analysis, clients’ scale, opportunities and risks, and several feasibility studies. • Supported G20 preparation meetings and worked closely with government and embassies. Show less



The Blackwell Inn

• United States
• Hospitality
• 1 - 100 Employee

• Intern

  • Oct 2013 - Apr 2014

  Columbus, Ohio Area • Housekeeping and turn down service • Designed and conducted guest experience survey, collected and analyzed reviews, provided suggestions for housekeeping, F&B and FO department, to improve customer satisfaction rate.