A seasoned corporate finance/accounting professional with ~15 years of experience across North America and Asia, in
❇️Corporate Finance( Project Finance and Financial Planning & Analysis - FP&A )
❇️Corp. Strategy and Development (M&A, Investments, Operations, Investor Relations)
❇️Accounting and Auditing
Active Charter Holder of the following professional certifications:
✳️Chartered Financial Analyst (CFA)
✳️Chartered Professional Accountant (CPA)
✳️Chartered Accountant (CA)
✳️Certified Quickbooks Advanced ProAdvisor
I have worked with start-ups and multi-billion public global companies.
Industries that I worked at include:
🔶Tech (SaaS, health tech, legal tech, consumer products, share economy, and more)
🔶Financial Institutions ( Global Top 20 Investment Bank, Big 4 Accounting Firm, Private equity/venture capital/asset management firms, and Insurance groups)
🔶Real Estate ( Commercial - retail/franchise and Residential)
🔶Energy (Gas&Mining, Green Energy)
🔆 MBA (Management and Accounting Track) from the University of Toronto
🔆 Bachelor in Economics/Actuarial Science
I provide virtual financial advisory and accounting services to companies that have a need for agile and high-quality services without heavy investment in a full-time resource.
⭐ Fundraising Strategy:
I have worked with companies that go through the full circle of equity, debt, and mergers & acquisition financing.
✅ Financial Forecasting/Modelling
✅ Market Sizing and Feasibility Research
✅ Comprehensive Business Plans
✅ Investor Memos/Pitchbooks
✅ Valuation and Pre-money valuation for different business stages
✅ Investment Research
✅ Growth plan and use of proceeds strategy
✅ Long-term support: weekly/monthly update meetings ✅ And more
⭐ Transaction advisory:
I have advised companies of various sizes in all stages of mergers & acquisitions, IPOs, and corporate strategy projects.
✅ Mergers and acquisitions
✅ Initial public offerings (IPOs)
✅ Corporate Strategy projects
✅ And more
⭐ Virtual CFO Service:
Projects I have worked on include external audit/review/compilation projects, financial statements preparation, IPO due diligence, financial modeling, corporate valuation, strategic financial and operational planning, and individual and corporate tax planning and preparation.
✅ Financial statement preparation
✅ Budgeting, forecasting, and projections
✅ Advanced Financial Modelling and Valuations
✅ Financial projections and proformas
✅ ROI analysis
✅ Strategic financial and operational planning
✅ Operational analysis and support
✅ And more
⭐ Career Development Service:
Over the years, I have mentored many people in developing their careers in the financial industry, including venture capital, private equity, investment banking, public accounting, and financial services providers.
✅ Career consulting
✅ Customized editing for resume, cover letter, networking email, LinkedIn profile etc.
✅ Industry-tailored mock interview, both behavioral and technical
✅ Advanced Excel and financial modeling training (can be industry-tailored)
✅ Networking strategy development
✅ And more
Feel free to contact me if you have any questions. I look forward to working with you!
Venture Capital Consulting
Mergers & Acquisitions
Chartered Financial Analyst