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William Tan is a seasoned finance professional with expertise in valuation, portfolio monitoring, and transaction services. He holds a Master of Science in International Relations and Affairs from Nanyang Technological University and a Bachelor of Business in Economics and Finances from RMIT University. As a Chartered Financial Analyst (CFA) Charterholder, he brings a strong analytical background to his role as VP, Valuation at OCP Asia.

Credentials

  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Sep, 2019
    - Apr, 2026

Experience

  • OCP Asia
    • Singapore, Singapore
    • VP, Valuation
      • Mar 2023 - Present
      • Singapore, Singapore

  • TPG
    • Singapore
    • Manager, Portfolio Monitoring
      • Mar 2022 - Mar 2023
      • Singapore

  • Duff & Phelps
    • Singapore
    • Senior Associate, Valuation Advisory Services
      • Mar 2019 - Mar 2022
      • Singapore

  • Nexia TS
    • Singapore
    • Senior Analyst
      • Sep 2015 - Mar 2019
      • Singapore

      Valuation and Transaction Services• Conducts financial due diligence review, deal support for Mergers and Acquisitions (M&A) transactions for corporate clients based in Southeast Asia and China to achieve clients’ business strategic goals; Supports cross border assignments by working with other Nexia offices in Asia Pacific.• Performs independent valuation for businesses, tangible, intangible assets and financial instruments includes equity and debt securities, for M&A, financial reporting compliance, corporate restructuring, and financial advisory.• Prepares quarterly and annual announcements for corporate client listed in Singapore in compliance with Singapore Exchange’s listing requirements; Liaises regularly with Singapore Exchange’s listing compliance department for client’s ongoing compliance issues.• Prepares and reviews internal impairment assessments on goodwill, subsidiaries and property, plant and equipment for financial reporting compliance.• Works closely with partners, directors and seniors on client relationship management, best practice development, and business development activities.

    • Semi Senior
      • 2012 - 2013

      Tax Semi Senior• Provided individual tax compliance and advisory services to ensure full compliance with the Malaysian Income Tax Act and regulations issued by Malaysian tax authority. • Corresponded frequently with overseas Deloitte counterparts to discuss various tax issues and to coordinate comprehensive cross-border advice pertaining to global mobility, employee remuneration strategies and tax efficient remuneration. Liaised with clients’ HR, payroll personnel and tax authority’s officer; coordinated and fronted clients meetings and conference calls. • Performed clients’ (existing and new) annual risk reviews in compliance with the firm’s risk management policies.

Education

  • 2014 - 2015
    Nanyang Technological University
    Master of Science (MSc), International Relations and Affairs
  • 2008 - 2011
    RMIT University
    Bachelor of Business, Economics and Finances

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

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