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Project Manager Financial

Location:
Plainsboro, NJ
Posted:
August 30, 2014

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Resume:

Yi Zhu

** **** **** ****, ********* Junction, NJ, United States

US Phone: +1-646-***-****

acfokc@r.postjobfree.com

WORK Highlights

Ivy-educated expert corporate finance consultant with a prior technology career.

Advised both startups and large public companies on valuation, strategy, and

corporate development issues.

Highly fluent with the Office Suite, SQL, and statistical tools.

Passed FINRA Series 7, 62, 79 and NASAA Series 63. CFA Level III candidate.

WORK EXPERIENCE

2012 - Current GlassRatner Advisory & Capital/GlassRatner Securities,

LLC New York, NY

Vice President

Corporate finance and M&A advisory.

Highly technical analysis in most projects, using Excel, Access, SQL,

and statistical tools.

Selected projects:

. Financial Advisor to Unsecured Creditors' Committee of Endicott

Interconnect, the former PCB manufacturing unit of IBM. Worked

with Debtor's FA and re-negotiated APA in asset sale. Guided

China- and Taiwan-based creditor representatives through the

sale process and advised on recovery strategies.

. Due diligence for Lone Star's acquisition of 11 senior care

facilities in Texas. Gathered revenue, cost, and

competition data. Validated M&A assumptions. Identified

potential issues in projections. Drafted due diligence

report.

. Financial Advisor to Unsecured Creditors' Committee of

Endicott Interconnect, the former PCB manufacturing unit of

IBM. Oversaw the Debtor's asset sale process and performed

independent valuation. Re-negotiated Asset Purchase

Agreement. Guided China- and Taiwan-based creditor

representatives through the sale process and advised on

recovery strategies.

. Operational turnaround of premier, $400 million revenue

kitchen cabinet maker in Kreamer, PA. Stabilized client's

EBITDA performance by performing a rolling 13-week cash flow

analysis, monitoring each division's financial and

operational performance, and pushing optimizations through

top leaders despite resistance. Monitored client's

performance until its EBITDA rose above covenant

requirement. Negotiated forbearance agreement with Citizens

Bank, the largest lender.

. Restructuring consulting for Coby Electronics, a $400mm

electronics manufacturer based in Long Island. Stabilized

client's cash bleed by analysing short-term cash needs and

devising short-term cash strategies. Represented client in

negotiations with Woori Bank, the largest lenders. Helped

negotiate a forbearance agreement for client.

2011 - 2012 The Great Atlantic & Pacific Tea Company

Montvale, NJ

Internal FP&A Consultant

. Internal strategy and financial consulting during the $7

billion supermarket chain's Chapter 11 process.

. Analysed firm's marketing initiatives based on demographic,

economic, and financial data sets. Evaluated initiatives in

merchandising, flyer promotion, and targeted customer

promotion. Researched most valuable customer information

from loyalty program and made recommendations based on

quantitative results.

. Forecasted firm-wide weekly cash flow with less than 1%

error through a one-year period, using both fundamental and

statistical methods (with SAS). Sole member on this cash

flow forecast project. Synthesized information from

practically all divisions of the firm to build cash forecast

model. Took initiatives to validate data submitted from firm

divisions and uncovered reporting system errors on multiple

occasions.

. Part of the 3-people labor analysis team behind the $125mm

annual labor savings post-Chapter 11. Used MS Access and

Excel to model benefits and payroll effects of contract

changes. Responsible for healthcare cost portion. Provided

real time analysis during labor negotiations.

2007 - 2011 Five Prime Advisors, LLC New York,

NY

Vice President (Part-time from 01/2007 to 05/2008)

Strategic & financial advisory in healthcare and technology space in

US and China.

Extensive financial modelling, analysis and due diligence experience.

Led projects after sourcing stage until close.

Worked with private equity firms including ONEX and Bain in asset

acquisitions.

Selected projects:

. Successful buy-side advisory to Celestica (NYSE:CLS) in its

acquisition of Allied Panels, Loving Care Agency in its

acquisition of formerly Gentiva assets, and FLOHE (German steel

products maker) in its acquisition of CRA Industria e Comercio

in Brazil. Extensive search of acquisition targets using

industry tools such as Capital IQ as well as non-standard tools

and personal network. In depth forecasting and valuation on

acquisition targets.

. Sell-side advisory to GroupMe (acquired by Skype), Applied

Cardiac Systems, Protein Sciences Corporation, and Atlas Spine.

Gathered clients' financial data, created offering memorandums,

marketed clients to potential strategic and financial buyers,

and guided clients through negotiation and due diligence

processes.

. Assisted California-based electric automotive transmission maker

in its borrowing by performing due diligence/market research in

China, the client's top market. Called client's potential

customers in China to verify demand. Independently performed

China policy and market research for electric automobiles.

. Cross-border advisory to Fujian, China-based pharmacy chain

(unsuccessful). Independently verified client's market and

performed valuation for client. Conducted extensive search for

investors in the US. Gathered significant China deal

experience.

. Pre-IPO valuation and pricing of Vystar Corporation. Verified

market potential and company financial projections. Conducted

enterprise valuation and calculated offering price.

2001 - 2006 The EachB Company New

Jersey & Shanghai

Financial IT Project Manager

Financial technology analytics consulting in New York area.

Sourced and implemented FP&A, trading, and risk projects for large

enterprises.

Worked and travelled extensively with China-based software service

providers on U.S. projects.

Responsible for liaison with larger service providers including

Accenture and InfoSys.

Clients include Goldman Sachs Prime Brokerage, Dillon Read Capital

Management (part of UBS), FXAll, and DTCC.

Tools used include Excel, SAS, SPSS, and software development tools.

Generated over $2 million of new sales in addition to project

management work.

1999 - 2000 American Management Systems Inc. Columbus,

OH

Analyst

Public finance IT consulting for Ohio State Human Services Department.

Extensive data analysis and automated search for specific population

groups, including delinquent child support payer.

EDUCATION

2007 - 2008 Columbia Business School New

York, NY

. MBA in Finance, Honors: Dean's List. GMAT: 770. CFA

Level III candidate.

1996 - 1998 State University of New York at Albany Albany,

NY

. M.S. in Information Systems. President's Scholarship, 1996

- 1998. GPA: 3.4.

1992 - 1996 Fudan University Shanghai, China

. B.A. in English Linguistics.



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