Bio
Credentials
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CMA® (Certified Management Accountant)
Certified Management Accountant: CMA®Aug, 2017- Apr, 2026 -
Licensed Certified Public Accountant
IDFPRSep, 2017- Apr, 2026 -
Certificate of Accounting Professional
Ministry of Finance, P.R. China -
CFA
CFA Institute
Experience
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Wise Road Capital
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Beijing City, China
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Senior Associate
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Mar 2019 - Present
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Beijing City, China
• Participated in investment transactions including: sourcing, analysis, financial modeling, due diligence, structuring, negotiation and documentation• Formulate and present investment cases to Investment Committee.• Project Experience in Semiconductor Industry
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Deloitte Financial Advisory Service
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Beijing City, China
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Senior Associate
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Jun 2015 - Mar 2019
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Beijing City, China
• Participated in financial due diligence engagements and served both strategic and financial buyers, including Alibaba Group, KKR Asia Limited, etc.• Project Experience in TMT, Education, Manufacture and Medical industry
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Mercan Capital
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Montreal, Canada
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Financial Analyst
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Sep 2012 - May 2013
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Montreal, Canada
• Checked clients’ financial reports, capital verification reports, prepared Net Worth Statements; learned about investors from China and their overseas investment • Analyzed financial data to detect any abnormalities, such as a dramatic change in profit margin; practiced skills in application of basic financial analysis tools such as ratio analysis• Explained to foreign colleagues specific Chinese financial items, such as housing provident fund, through some basic international accounting concepts
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Taishan Capital Corporation
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Beijing
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Analyst Intern
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Jan 2012 - Feb 2012
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Beijing
• Conducted projects’ preliminary survey such as financing projects’ feasibility and industry info collection• Investigated several industries (e.g. automobile manufacturing, modeling) and gained more insight about financial specialties and international investment trends of industries in China• Searched target companies for clients, analyzed the clients’ M&A style and target companies’ financial status; received praise for thorough analysis from manager
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Deloitte
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Beijing
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Financial Advisory Service Intern
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Jul 2011 - Aug 2011
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Beijing
• Assisted in conducting multidimensional Financial Due Diligence of a renowned fund company in China, analyzed the rating and redemption rate of its major funds, made diagrams indicating its rating developing trend, analyzed reasons behind the trend• Analyzed commodity markets products, assisted hot products investment analysis
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Education
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2017 - 2020Beijing Institute of Technology
Bachelor of Science - BS, Computer Science -
2013 - 2014University of Illinois at Urbana-Champaign
Master of Science in Accountancy, Accounting -
2008 - 2012Capital University of Economics and Business
Bachelor's degree, Corporate Finance -
2010 - 2010University of Illinois at Chicago
summer school -
Beijing No. 8 Middle School
Suggested Services
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References
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