Experience

Simon Vision Consulting

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

• Consultant

  • Sep 2017 - Mar 2018

  Coordinated with client and arranged client meetings, interviewed with client, designed question list, and determine objectives. Investigated local gym industry and conducted market and competitor analysis, located major operation problem. Assessed financial statements for past five years, developed cost analysis for five core businesses and three marketing approach. Determined future operational strategies, built up slide deck for final recommendation and presented to senior advisors… Show more Coordinated with client and arranged client meetings, interviewed with client, designed question list, and determine objectives. Investigated local gym industry and conducted market and competitor analysis, located major operation problem. Assessed financial statements for past five years, developed cost analysis for five core businesses and three marketing approach. Determined future operational strategies, built up slide deck for final recommendation and presented to senior advisors and client. Show less Coordinated with client and arranged client meetings, interviewed with client, designed question list, and determine objectives. Investigated local gym industry and conducted market and competitor analysis, located major operation problem. Assessed financial statements for past five years, developed cost analysis for five core businesses and three marketing approach. Determined future operational strategies, built up slide deck for final recommendation and presented to senior advisors… Show more Coordinated with client and arranged client meetings, interviewed with client, designed question list, and determine objectives. Investigated local gym industry and conducted market and competitor analysis, located major operation problem. Assessed financial statements for past five years, developed cost analysis for five core businesses and three marketing approach. Determined future operational strategies, built up slide deck for final recommendation and presented to senior advisors and client. Show less



Simon School Venture Capital Fund

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

• Business Analyst

  • Aug 2017 - Mar 2018

  Coordinated with client and arranged client meetings, interviewed with client, designed question list, and determine objectives. Investigated local charity industry and conducted market and competitor analysis, located major operation problem. Forecasted financial statements for five years, locate main revenue steam and developed cost analysis for five core businesses. Modeled valuation using DCF method to determine enterprise value, generated and presented final investment… Show more Coordinated with client and arranged client meetings, interviewed with client, designed question list, and determine objectives. Investigated local charity industry and conducted market and competitor analysis, located major operation problem. Forecasted financial statements for five years, locate main revenue steam and developed cost analysis for five core businesses. Modeled valuation using DCF method to determine enterprise value, generated and presented final investment recommendation. Show less Coordinated with client and arranged client meetings, interviewed with client, designed question list, and determine objectives. Investigated local charity industry and conducted market and competitor analysis, located major operation problem. Forecasted financial statements for five years, locate main revenue steam and developed cost analysis for five core businesses. Modeled valuation using DCF method to determine enterprise value, generated and presented final investment… Show more Coordinated with client and arranged client meetings, interviewed with client, designed question list, and determine objectives. Investigated local charity industry and conducted market and competitor analysis, located major operation problem. Forecasted financial statements for five years, locate main revenue steam and developed cost analysis for five core businesses. Modeled valuation using DCF method to determine enterprise value, generated and presented final investment recommendation. Show less



CICC

• China
• Investment Banking
• 700 & Above Employee

• Investment Banking Intern

  • Jan 2016 - Apr 2016

  Arranged and led 30 due diligence interviews in five provinces, working with team of lawyer and auditor, organized business trips. Confirmed authenticity of major transactions and tax compliance by visiting six government offices, collated due diligence files. Built DCF valuation model to suggest issue price based on three years of annual financial report and management suggestions. Analyzed financial report to provide data support in Financial Condition and Results of Operations… Show more Arranged and led 30 due diligence interviews in five provinces, working with team of lawyer and auditor, organized business trips. Confirmed authenticity of major transactions and tax compliance by visiting six government offices, collated due diligence files. Built DCF valuation model to suggest issue price based on three years of annual financial report and management suggestions. Analyzed financial report to provide data support in Financial Condition and Results of Operations chapter in prospectus. Composed first draft of three chapter in prospectus, organized and prepared final draft. Show less Arranged and led 30 due diligence interviews in five provinces, working with team of lawyer and auditor, organized business trips. Confirmed authenticity of major transactions and tax compliance by visiting six government offices, collated due diligence files. Built DCF valuation model to suggest issue price based on three years of annual financial report and management suggestions. Analyzed financial report to provide data support in Financial Condition and Results of Operations… Show more Arranged and led 30 due diligence interviews in five provinces, working with team of lawyer and auditor, organized business trips. Confirmed authenticity of major transactions and tax compliance by visiting six government offices, collated due diligence files. Built DCF valuation model to suggest issue price based on three years of annual financial report and management suggestions. Analyzed financial report to provide data support in Financial Condition and Results of Operations chapter in prospectus. Composed first draft of three chapter in prospectus, organized and prepared final draft. Show less



BDA

• Investment Management
• 100 - 200 Employee

• Consulting Analyst Intern

  • Sep 2015 - Oct 2015

  Drafted memorandums for client meeting, conducted background research for online English education market. Designed survey questionnaire for online contract teachers, interviewed 80 teachers in five institutions from six different countries. Evaluated business model of five companies, prepared comparison report on pricing strategy, cost structure and user friendliness. Staffed and led intern team of six to execute market research program on cram school industry. Completed 600… Show more Drafted memorandums for client meeting, conducted background research for online English education market. Designed survey questionnaire for online contract teachers, interviewed 80 teachers in five institutions from six different countries. Evaluated business model of five companies, prepared comparison report on pricing strategy, cost structure and user friendliness. Staffed and led intern team of six to execute market research program on cram school industry. Completed 600 cold-call student/parent interviews, analyzed resulting dataset and prepared customer analysis by different subjects. Show less Drafted memorandums for client meeting, conducted background research for online English education market. Designed survey questionnaire for online contract teachers, interviewed 80 teachers in five institutions from six different countries. Evaluated business model of five companies, prepared comparison report on pricing strategy, cost structure and user friendliness. Staffed and led intern team of six to execute market research program on cram school industry. Completed 600… Show more Drafted memorandums for client meeting, conducted background research for online English education market. Designed survey questionnaire for online contract teachers, interviewed 80 teachers in five institutions from six different countries. Evaluated business model of five companies, prepared comparison report on pricing strategy, cost structure and user friendliness. Staffed and led intern team of six to execute market research program on cram school industry. Completed 600 cold-call student/parent interviews, analyzed resulting dataset and prepared customer analysis by different subjects. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Summer Intern

  • Jul 2015 - Aug 2015



3Z Capital

• China
• Financial Services

• Financial Analyst Internship

  • Jul 2014 - Aug 2014