Experience

Hudson Advisors L.P.

• United States
• Venture Capital and Private Equity Principals
• 100 - 200 Employee

• Financial Reporting Manager

  • Oct 2009 - Present

  • Developed Investment Reporting models to process the investment data (deal cash flow, management fee, waterfall distribution, capital call, carried interest/promote ..) and to analyze the investment performance in the company’s portfolios, using Excel, Essbase, VBA, Oracle GL, IRR, Income Statement/Balance Sheet/Cash Flow • Developed Automation Investment Reporting models to generate monthly/quarterly reports for investors and GPs, to improve the efficiency and accuracy, using Excel, Essbase, Pivot, VBA Macro • Developed Corporate Finance models to process the data from each region (Europe, Japan, N America, Asia), to generate monthly/quarterly expense reports, Dashboard, Investment vs. Expense KPI and Trend Report, to improve the operating performance, using Excel, Essbase, VBA, Oracle Discoverer • Developed financial planning models to support the VP of Corporate Finance in preparing quarterly budgeting, and performing Budget vs. Actual variance analysis • Worked closely with Legal and Compliance department to collect the data from multiple resources, process the data, and generate monthly/quarterly/annual filings to SEC, NFA and Treasury Show less



Asian Coast Development

• Vancouver, Canada Area

• Senior Associate

  • Mar 2007 - Sep 2009

  • Developed financial models to evaluate the company’s $1.4 Billon casino resort investment in Asia. Worked closely with Financial Analysts in Merrill Lynch, Harbinger Capital and MGM to collect business data and translate those business information into financial models to do the valuation, financial planning and in-depth scenario analysis, using financial projections (P/L, B/S, C/F), budget planning, modified DCF, WACC, IRR, Monte Carlo Simulation and industry comparable multiples like P/E, P/S and EBITDA multiples • Analyzed and evaluated Investment Banking deals between $5M and $55M for our clients, performed due diligence, used query to find supporting data from database, created financial models, developed executive presentations, explained and defended our financial analyses and models to investment bankers and potential investors, using DCF, IRR, ROIC, recent transactions, industry comparable multiples, and Income Statement/Balance Sheet/Cash Flow projection, SQL, VBA, Access, Pivot Table and Business Objects Show less



Lone Star Technologies

• Software Development
• 1 - 100 Employee

• Senior Financial Analyst

  • Mar 2006 - Feb 2007

  • Participated in the financial analysis of the company’s plan to acquire 47% stake in Hunan Valin Steel Tube & Wire for $238 Million. Worked closely with Financial Analysts in Goldman Sachs and Audit Manager in Hong Kong to collect external business operating data, used SQL query to get internal data from database, and translated those business information into financial models to evaluate the project based on high, base, down case and synergy, using financial forecasting, GAAP, DCF, industry multiples like EBITDA, market transactions, Oracle and VBA • Attended the negotiation meetings with Hunan Valin to explain and defend our models and analyses. Performed valuation analysis and provided quick decision making report and key statistics to CEO/CFO based on new proposals during the meeting • Participated in the preparation of quarterly financial report(10K/10Q) for SEC, using SQL and Excel Show less



Verizon

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

• • Oct 2003 - Mar 2006

  • Prepared and delivered monthly and quarterly internal budget planning reports for the IT department, and performed quarterly Budget vs. Actual reviewing• Worked closely with department managers to collect financial data, and converted those information into business models to manage the operating expenses based on SG&A, Hardware, Building Occupancy, Employee salary & benefit analysis, using financial projection, SQL, VBA, Excel, Pivot• Participated in the financial analysis of Verizon’s business development plan to acquire several private communication service providers. Worked closely with Account Manager to collect operating data, and converted those business data into financial models to check the impact on existing Verizon network and to evaluate the project based on different market scenarios and synergy, using DCF, comparable companies and recent transactions. Show less

• • Oct 2000 - Oct 2003

  • Team Leader of Corporate Real Estate System Solutions (CRESS) project, a $7 Million system integration project for Verizon Corporate Real Estate. I worked closely with Corporate Finance department and our client to forecast and budget the project cost, coordinated the daily operation from purchasing software, developing project to hiring contractors, and delivered the project on schedule, using JAVA, J2EE, Oracle, PL/SQL.• Designed and developed the Validation Engine for Verizon Whole Sale department, based on FCC Telecomm Act of 1996. The engine automatically validates and processes orders from local carriers, and maximizes the procedure accuracy and efficiency, using Java, C++, SQL • Participated in the evaluation of Jrules software. Worked closely with our end users and JRules vendor ILOG regarding performance, license and price issues. Created Proof-of-Concept and Proto-Type by using ILOG Jrules, EJB, and presented comparison and research report to Director for reviewing. • Participated in Access Guardian GSI security integration project. Worked closely with NOC (Network Operations Center) users, identified the current security issues, developed the presentation for Executive Director, analyzed the financial and operational data, and used industry standard X509 certificate to replace old ticket technology. Show less



ADAC Healthcare Information System INC.

• Houston, Texas Area

• Software Engineer

  • Nov 1998 - Oct 2000

  • Participated in development of Hospital Information System QUADRIS 6.1, using Oracle, PL/SQL, C/C++, Java, shell script, Visual C++ and UNIX. • Participated in DIN_PACS (Digital Imaging Network Picture Archive & Communicate System) project, using Oracle, PL/SQL, Java, C/C++ and Shell script. • Participated in development of Hospital Information System QUADRIS 6.1, using Oracle, PL/SQL, C/C++, Java, shell script, Visual C++ and UNIX. • Participated in DIN_PACS (Digital Imaging Network Picture Archive & Communicate System) project, using Oracle, PL/SQL, Java, C/C++ and Shell script.