Roy (Chiasheng) Lin, MBA
Financial Advisor - Assistant Manager (Mergers & Acquisitions) at Yuanta Financial Holdings Co.- Claim this Profile
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Bio
Credentials
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Bloomberg Market Concepts
Bloomberg LPDec, 2019- Nov, 2024
Experience
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Yuanta Financial Holdings Co.
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Financial Services
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1 - 100 Employee
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Financial Advisor - Assistant Manager (Mergers & Acquisitions)
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Jul 2023 - Present
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Financial Advisor - Senior Associate (Mergers & Acquisitions)
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Aug 2021 - Jul 2023
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James Pai CPA PLLC
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United States
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1 - 100 Employee
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Financial Consultant Intern
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Oct 2020 - Dec 2020
• Analyze and support due diligence for the firm and affiliates, including any M&A, financings, or similar transactions. • Preparing and maintaining company performance reporting, including quarterly financial materials, other investor materials, and executive reporting for clients. • Analyze and support due diligence for the firm and affiliates, including any M&A, financings, or similar transactions. • Preparing and maintaining company performance reporting, including quarterly financial materials, other investor materials, and executive reporting for clients.
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Senior, Assurance and Audit Function
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Jan 2020 - Jan 2020
• Evaluated a 58.1 million enterprise value for acquisition and avoided earning risks after financial consolidation by identifying a potential consolidation loss through a senior team approach. • Evaluated a 58.1 million enterprise value for acquisition and avoided earning risks after financial consolidation by identifying a potential consolidation loss through a senior team approach.
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Semi-Senior, Assurance and Audit Function
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Jun 2017 - May 2018
• Managed a $100+ million equity investment through integrating 200+ related-party transactions and reconciled conflicts of currency exchanges and equity values for its 20+ subsidiaries. • Led a 3-person team and performed due diligence project detailing business, financial, and accounting considerations for an IPO candidate valuing in $1.4 million in the cloud-computing industry. • Organized teams with 3 staff for auditing 10+ subsidiaries located in China, Japan, and Thailand in… Show more • Managed a $100+ million equity investment through integrating 200+ related-party transactions and reconciled conflicts of currency exchanges and equity values for its 20+ subsidiaries. • Led a 3-person team and performed due diligence project detailing business, financial, and accounting considerations for an IPO candidate valuing in $1.4 million in the cloud-computing industry. • Organized teams with 3 staff for auditing 10+ subsidiaries located in China, Japan, and Thailand in holographic and stainless steel industries and avoided audit risks for CPAs.
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Associate, Assurance and Audit Function
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Oct 2015 - Aug 2017
• Audited financial reports quarterly with assurance teams in a fast-paced environment by following IFRS and GAAP instructions for multinational corporations with over $2.2 billion net asset value. • Explored optimal capital structure considerations by performing leverage inspection and EPS dilution analysis and suggested to issue $33.3 million convertible bonds, improving 13.8 percent leverage ratio. • Improved tax structures by applying IFRS 9 for financial derivatives recognition and… Show more • Audited financial reports quarterly with assurance teams in a fast-paced environment by following IFRS and GAAP instructions for multinational corporations with over $2.2 billion net asset value. • Explored optimal capital structure considerations by performing leverage inspection and EPS dilution analysis and suggested to issue $33.3 million convertible bonds, improving 13.8 percent leverage ratio. • Improved tax structures by applying IFRS 9 for financial derivatives recognition and adjusted cost compositions to tax basis through physical inventory and capital expenditure examination, reducing $1.3 million tax payments.
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Yilan Young Wind Orchestra
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Yilan County, Taiwan
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Co-Founder and President
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Jul 2009 - Sep 2017
• Co-founded a nonprofit organization with 6 members to operate an organizational structure by establishing business models with stable cash flows and performing marketing strategies to increase audience numbers by 58 percent. • Designed an appealing image of the orchestra by building a secure connection with conductors and recruiting famous players. • Co-founded a nonprofit organization with 6 members to operate an organizational structure by establishing business models with stable cash flows and performing marketing strategies to increase audience numbers by 58 percent. • Designed an appealing image of the orchestra by building a secure connection with conductors and recruiting famous players.
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The Republic of China Army
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Taiwan
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Armed Forces
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1 - 100 Employee
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Artillery Commander Assistant
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Sep 2013 - Aug 2014
• Assisted the commander with files processing and enhanced 23% performance of the division. • Organized a team to compute shell parameters and provided bombardment related index to the commander. • Assisted the commander with files processing and enhanced 23% performance of the division. • Organized a team to compute shell parameters and provided bombardment related index to the commander.
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Education
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Pace University - Lubin School of Business
Master of Business Administration - MBA, Dual Major in Corporate Finance and in Information Systems -
Freie Universität Berlin
Study Abroad Program, European Business Management -
Soochow University
Bachelor of Business Administration (B.B.A.) in Accounting, Accounting and Finance