Experience

District Advisory

• United States
• Accounting
• 1 - 100 Employee

• Senior Financial Analyst

  • Jun 2021 - Present

• Financial analyst/ Finance consultant

  • Dec 2018 - Present

  • Constructed various of financial model focusing on cash flow projection, business scenarios modeling, financial budget, profitability analysis, cost optimization analysis, key performance indicators (KPI) and potential future merge & acquisition scenarios. • Performed detailed analysis on multiple SaaS startup’s key performance metrics, focusing on cost of customer acquisition (CAC), lifetime value per customer (LTV), Monthly reoccurring revenue (MRR), and one-time revenue. Furthermore, Advised and partnered with the C-level executive and product team to implement the new data driven strategy. • Performed comprehensive financial statement analysis, identified various short-term and long-term financial problems; such as, account receivable aging issue, gross margin issue, and potential cash flow pitfall, and proposed the most ideal solutions enhance the financial stability of a company. • Prepared monthly and quarterly financial report and provided financial knowledge assistance to client company’s CEO for their board meeting and investor meeting. Advised, designed, and implemented multiple financial analysis dashboard to enhance client company’s business performance, and profit. • Deeply Involved in Washington D.C start-up community both by advising startup founders and by assisting the executive director to manage an angel investment group. Established the due diligence process for an angel investor group with the executive director, provided primary evaluations on candidate’s pitch deck and financial projection, and selected the most ideal candidate to pitch on monthly investor meeting. In addition, composed the financial model for the annual investment performance report, modeling Internal rate of return (IRR) and cash multiple of investments.



Wave Wireless

• United States
• Information Technology & Services

• Financial Analyst

  • Jul 2018 - Dec 2018

  • Reconciled monthly financial statements, performed monthly cash flow forecast for a 12-month period using Excel modeling and accomplished 98.76% of accuracy for recent months (July, Aug, and Sep). • Conducted in-depth analysis on company’s current sales region, designed multi-factor macroeconomics model by using Excel and SQL to narrow down the potential new sales region to specific cities, and proposed the new data driven sales expansion plan to C-level executives and the product team. • Composed investor pitch book for company’s NextGen business by illustrating market share estimation, potential business model, financial projections. Composed company valuation by using P/S multiples, and discounted cash flow (DCF) method with various assumptions. Prepared CEO for the investor pitch.



GREENCOLLAR CAPITAL CO. LTD (Investment banking division)

• Investment Banking Analyst

  • Sep 2017 - May 2018

  • Conducted comprehensive analyses of Merger and Acquisition (M&A) market, paying close attention to the medical healthcare and AI industry, overseeing the composing investment reports, providing information mining, minutes, competitor research, and drafting target list. • Participated in a medical healthcare company’s 50million USD round C financing case by leading pitch book preparation for roadshow and conducting industry and comparable research for company’s valuation multiple. • Conducted comprehensive analyses of Merger and Acquisition (M&A) market, paying close attention to the medical healthcare and AI industry, overseeing the composing investment reports, providing information mining, minutes, competitor research, and drafting target list. • Participated in a medical healthcare company’s 50million USD round C financing case by leading pitch book preparation for roadshow and conducting industry and comparable research for company’s valuation multiple.



Guotai Junan Securities Co., Ltd

• China
• Investment Banking
• 700 & Above Employee

• Intern Investment Banking Analyst

  • Nov 2015 - Mar 2016

  Conducted research on start-ups in Culture, Sports, and Manga industry, built financial model to evaluate targeted companies, and performed due diligence; involved in 25million Chinese yuan round B investment in a leading comic APP, and participated in round A investment in a fitness membership APP. Conducted research on start-ups in Culture, Sports, and Manga industry, built financial model to evaluate targeted companies, and performed due diligence; involved in 25million Chinese yuan round B investment in a leading comic APP, and participated in round A investment in a fitness membership APP.