Roy (Chiasheng) Lin, MBA

Financial Advisor - Assistant Manager (Mergers & Acquisitions) at Yuanta Financial Holdings Co.
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    Dec, 2019
    - Nov, 2024

Experience

    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor - Assistant Manager (Mergers & Acquisitions)
      • Jul 2023 - Present

    • Financial Advisor - Senior Associate (Mergers & Acquisitions)
      • Aug 2021 - Jul 2023

    • United States
    • 1 - 100 Employee
    • Financial Consultant Intern
      • 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.

    • Business Consulting and Services
    • 700 & Above Employee
    • Senior, Assurance and Audit Function
      • 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.

    • Business Consulting and Services
    • 700 & Above Employee
    • Semi-Senior, Assurance and Audit Function
      • 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.

    • Associate, Assurance and Audit Function
      • 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.

  • Yilan Young Wind Orchestra
    • Yilan County, Taiwan
    • Co-Founder and President
      • 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.

    • Taiwan
    • Armed Forces
    • 1 - 100 Employee
    • Artillery Commander Assistant
      • 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.

Education

  • Pace University - Lubin School of Business
    Master of Business Administration - MBA, Dual Major in Corporate Finance and in Information Systems
    2018 - 2020
  • Freie Universität Berlin
    Study Abroad Program, European Business Management
    2019 - 2019
  • Soochow University
    Bachelor of Business Administration (B.B.A.) in Accounting, Accounting and Finance
    2009 - 2013

Community

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