Experience

WiseTech Global

• Australia
• Software Development
• 700 & Above Employee

• Graduate Accountant

  • Oct 2023 - Present



Sinolink Securities

• China
• Financial Services
• 200 - 300 Employee

• Investment Banking Analyst Intern

  • Feb 2022 - May 2022

  • Assisted with IPO and re-financing tasks, including due diligence, financial report analysis and regulatory material preparation. Independently produced 3 industry reports based on macro and micro industry research by collating and processing 80+ referencing reports. • Completed a key project for auto part precise manufacturing client on the planning of RMB1.6 billion convertible bonds issue, by: o Assisted with financial auditing by verifying invoices, accounting vouchers, tax reports, etc. o Researched and consolidated board member changes in the past 3 years, conducted background research and executive compliance check. Consolidated 69 books of shareholder meeting, board meeting and regulatory meeting minutes. o Researched and produced industry analysis by conducting competitor analysis and data crunching across various data vendors. Completed 10 pages of industry report based on 30+ drafts. Filtered for 27 competitors and consolidated 34 convertible bonds case analysis, and summarised into a 1300+ pages report. Show less



PreIPO Capital Limited/Fortune China GoIPO Partner

• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Investment Banking Analyst Intern

  • Aug 2021 - Nov 2021

  • Conducted industry research on 3 potential prospects (Medical, Furniture Manufacturing & Piano industry) for financial evaluation and prepared detailed project recommendation reports on competitor analysis, industry supply & demand, core advantages and challenges, etc. • Prepared for IPO and worked on financial modelling and forecasting, company valuation, business model analysis, business planning, capital planning and share structuring, etc. Contributed to 3 IPO projects and 2 of which are planning for HKEX IPO. • Assisted in a SPAC candidate search project for a leading Eldercare Smart Health client, by: o Completed capital planning and profit model design through thorough research on the prospect industry. Assisted the team in a 22-page business planning and 36 months revenue forecasting. o Conducted due diligence on-site and consolidated issues on financials of the client, e.g. accounting methodology. Researched, analysed, and proposed solutions in a quick and iterative manner. • Assisted in a HKEX IPO planning project for a Livestock Supplier client, by: o Prepared 34 out of 122 pages in the project recommendation report. Independently researched on 8 years of industry data, 5 years of regulatory policies and 29 funding cases in the recent 3 years within the lamb and beef industry in China, across the upstream and downstream. Filtered for 7 competitors and conducted company valuation based on P/E ratio of 10. o Conducted research on foreign capital markets (i.e., Nasdaq), prepared for IPO planning and process timeline, and independently completed a 22-page business planning report for a highly successful IPO roadshow. Show less



Ningxin Financial Consulting Co.

• China

• Accounting Intern

  • Jul 2020 - Aug 2020

  • Handled tax-related tasks including general and personal income tax return preparation, and managed VAT invoices. • Organised and recorded accounting vouchers to ensure accurate reconciliation and setup of accounting sections. • Handled tax-related tasks including general and personal income tax return preparation, and managed VAT invoices. • Organised and recorded accounting vouchers to ensure accurate reconciliation and setup of accounting sections.