Experience

Sompo Horizon
• United States
• Health and Human Services
• 1 - 100 Employee
• AVP of Strategy

  • Sep 2023 - Present


FlexIt Fitness

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• VP of Finance

  • May 2022 - Aug 2023

  - Leading financial planning & analysis, financial modeling, financial reporting, budgeting, and accounting- Spearheading pricing strategy, KPI management, and strategic finance- Responsible for presentations and analysis for potential capital raises from venture capitals and private equities as well as business partnerships- Supporting ops, tech, sales team for sales increase, product development, and digital marketing

• FP&A

  • May 2021 - May 2022

• MBA Intern

  • Mar 2021 - Apr 2021



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Associate

  • Jul 2017 - Apr 2020

  - Spearheaded marketing and execution of M&A and financing transactions; worked on 30+ M&As and 4 financing transactions across multiple industries including consumer, healthcare, energy, technology and media for 6 years- Led all aspects of investment banking workflow, responsible for creating and presenting financial analysis, financial models, valuation reports and other materials for clients, becoming a key point of contact for clients and overseeing teams of analysts - Managed deal process including due diligence, coordinating with clients’ deal team and financial/legal/strategic advisors - Collaborated with global teams across the world (US, UK, France, Latin America, Hong Kong, Singapore) Show less

• Investment Banking Analyst

  • Apr 2014 - Jun 2017

  - Conducted quantitative analysis, financial modeling (DCF, LBO, M&A financial models) and industry research - Created drafts of valuation reports, analytical materials and deal-related documents for clients, working closely with managers- Organized transaction process of buy-side/sell-side M&As, responsible for the day-to-day operation