Experience

BOCI

• Hong Kong
• Investment Banking
• 700 & Above Employee

• Investment Banking

  • Dec 2020 - Present



Equiom Group

• Financial Services
• 200 - 300 Employee

• M&A Senior Analyst

  • Dec 2018 - Dec 2020



Weave Services Limited

• China
• Business Consulting and Services
• 1 - 100 Employee

• Business Analyst

  • Nov 2017 - Dec 2018

  Operational Process Optimization – Listed HK apparel brand• Conducted client interviews, data analysis, and system review to identify operational process challenges in order issuance, order management, inventory management, etc.• Engaged clients for 20-day training, project process control, deliverables identification to develop both supply chain knowledge and problem-solving skills fundamentally and to monitor process improvement incrementally across 6 months• Built model to calculate KPIs and generate visualized dashboard automatically for monthly performance review• Facilitated clients for alignment of strategic decisions and future solutions with business strategies by capability building and process implementation to roll out optimized operational process to 21 markets with reduction of inventory and lead timeM&A Pre-deal Projects – High-end German electronic brand, one of the biggest supplier of Apple and a German technology company• Launched commercial due diligence to identify market segmentation, key players, regulatory issues, cost drivers and trends • Screened more than 200 companies for each of the portfolio company in targeted industries to help clients identify suitable investment targets with aligned or complementary business strategies and suggested for trade entry points



AlixPartners

• United States
• Business Consulting and Services
• 700 & Above Employee

• Management Consulting Intern

  • Apr 2017 - Oct 2017

  Strategic Sourcing Cost Reduction – US Mobile computing accessories brand• Conducted market research to identify market average quotation, potential venders and sourcing opportunities through cold calls, industry reports, sourcing websites and reference of same level brand vendors• Facilitated sourcing process including RFI, RFP and supplier conference, and analyzed quotation breakdown and historical price record for more than 600 items for fact-based commercial negotiation• Provided different saving scenarios with suggestions for clients to tradeoff between saving amount and potential risks• Assisted for final audit process with internal auditor with the achievement of 15% sourcing cost reduction



Siemens

• Germany
• Automation Machinery Manufacturing
• 700 & Above Employee

• Associate

  • Feb 2016 - Aug 2016

  • Optimized the pricing model of global products with historical exchange rate and order quantity to eliminate 70% of the lost caused by floating exchange rate of payment• Assisted set product portfolio and volume discount based on the analysis of history PO• Facilitated client communication with accelerated quoting, rapid re-pricing and regular vender performance report • Optimized the pricing model of global products with historical exchange rate and order quantity to eliminate 70% of the lost caused by floating exchange rate of payment• Assisted set product portfolio and volume discount based on the analysis of history PO• Facilitated client communication with accelerated quoting, rapid re-pricing and regular vender performance report



The People's Bank of China

• Banking
• 100 - 200 Employee

• SAFE Intern

  • Jan 2015 - Mar 2015

  • Processed and checked multiple payments and settlement for clients• Participated in the analysis of business process and problem resolution • Processed and checked multiple payments and settlement for clients• Participated in the analysis of business process and problem resolution



RuiHua Certified Public Accountants

• Audit Intern

  • Jul 2014 - Sep 2014

  • Assisted conduct IPO audit due diligence of Greenland Group, including financial status, tax status, connection and its transaction, and helped adjust the account management• Supported auditor analyze past three years’ accounting data for the audit report• Drafted audit working papers for prospectus preparation based on financial data • Assisted conduct IPO audit due diligence of Greenland Group, including financial status, tax status, connection and its transaction, and helped adjust the account management• Supported auditor analyze past three years’ accounting data for the audit report• Drafted audit working papers for prospectus preparation based on financial data