Experience

HYSTA (Hua Yuan Science and Technology Association)

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Founders' Club Volunteer

  • Jul 2023 - Present

  San Francisco Bay Area



UpHonest Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Venture Investment Scout

  • Apr 2023 - Present

  San Francisco Bay Area Source and invest early-stage startups.



Informatica

• United States
• Software Development
• 700 & Above Employee

• Corporate Development

  • Feb 2022 - Present

  Redwood City, California, United States M&A, Early-stage investment, and partnership



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate - Business Modeling & Valuation for M&A Transaction

  • Jul 2018 - Feb 2022

  San Francisco Bay Area



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Jan 2016 - Jun 2018

  -  Conducted quarterly budget reforecast used by Planning &Analysis team and analyzed actual vs plan variance through millions records - Redesigned valuation process and reporting templates to reduce Impairment timeline by 80% and provide senior managers a refreshing view on investment performance from financial standpoint - Produced financial reports to analyze drivers of changes on financial statement and presented suggestions to improve firm’s financial performance to… Show more -  Conducted quarterly budget reforecast used by Planning &Analysis team and analyzed actual vs plan variance through millions records - Redesigned valuation process and reporting templates to reduce Impairment timeline by 80% and provide senior managers a refreshing view on investment performance from financial standpoint - Produced financial reports to analyze drivers of changes on financial statement and presented suggestions to improve firm’s financial performance to Executive Directors - Performed month and year-end closes and reconciliation on general ledger Show less



Business Enterprise Valuation Project

• Analyst

  • Oct 2015 - Dec 2015

  Maryland - Built DCF model and Market Multiple model using Bloomberg, Morningstar and Company Filings to evaluate intrinsic and perceived value of a public-traded supermarket firm - Identified key operational performance drivers and quantified future financial impacts through in-depth analysis on company’s financial statements, competitors, industry and economy - Evaluated growth potential utilizing scenario analysis and analyzing bargaining powers against suppliers and



Radian

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Scorecard Model Consultant Intern

  • Aug 2015 - Oct 2015

  Washington D.C. Metro Area - Extracted a sample of 100,000 loans from FNM and FRE’s databases, cleaned data, analyzed risk attributes’ statistical distribution, developed SAS package to design Scorecard model based on logistic regression - Performed out-of-sample validation, created user-interface underwriting tool using VBA and presented it to CFO and CRO



DC Water

• United States
• Utilities
• 500 - 600 Employee

• Finance & Budgeting Summer Intern

  • May 2015 - Aug 2015

  Washington D.C. Metro Area - Executed a project to improve reporting efficiency and accuracy to evaluate intangible assets based on GAAP and IFRS, researched comparables’ valuation approaches and host meetings to discuss reasonable approaches for different scenarios - Developed cash flow model for $ 3.77 billion series green bonds for senior management’s investment decisions



Citi

• United States
• Financial Services
• 700 & Above Employee

• Business Planning intern

  • Aug 2013 - Feb 2014

  Shanghai City, China - Reconstructed templates of loan approval analysis by VBA - Collaborated with 3 other departments to cut down analyzing time from 12 hours to 7 hours - Identified causes to low efficiency of account manages’ performances evaluation - Improved evaluation accuracy by unifying standards in 3 systems for client information recognition - Improved reporting dashboards to present analysis from 4 clients levels and provided forecast to seniors managers for planning… Show more - Reconstructed templates of loan approval analysis by VBA - Collaborated with 3 other departments to cut down analyzing time from 12 hours to 7 hours - Identified causes to low efficiency of account manages’ performances evaluation - Improved evaluation accuracy by unifying standards in 3 systems for client information recognition - Improved reporting dashboards to present analysis from 4 clients levels and provided forecast to seniors managers for planning purposes

• Client Management intern

  • Jun 2013 - Aug 2013

  Jinhua, Zhejiang, China - Conducted assessment on business managers’ performance and provided performance improvement suggestions at different hierarchy levels - Optimized financial analysis template and reduced the analyzing time by 41% through automatic excel modules(VBA) - Performed in-depth revenue forecast and presented insights to director of Commercial Bank of Citibank China