Management Manager

SUMMARY

. Substantial M&A, financial planning & analysis and business valuation

experience.

. Strong qualitative and quantitative analytical skills. Strong Computer

skills.

. Experienced in communicating with Senior Management. Organized,

deadline driven.

. Affiliate member of Charted Financial Analyst Institute. Passed CFA I,

CFA II and CFA III.

. Master of Science in Finance (GPA 3.9/4.0) & Master of Science in

Computer Science(GPA 3.7/4.0)

. A self-starter and a problem-solver.

EXPERIENCE

Fresenius Medical Care N.A. Waltham, MA

Financial Projects Manager, Business Planning & Analysis July 2009 -

Present

Sr. Financial Analyst, Business Planning & Analysis October

2007 - July 2009

Perform valuation analysis of company Merge and Acquisition targets and

divestitures. Provide strategic planning analysis for startups, joint

ventures, and other business ventures. Conceptualize and develop M&A

financial models and valuation scenarios for potential transactions and

investments. Engage in various projects to determine the financial impact

and returns of strategic investments. Prepare presentation to senior

management with M&A synergy analysis, financial projections, valuation

models, and sensitivity analysis to support strategic investment decisions.

Establish and maintain strong relationship with senior management, various

corporate departments as well as external valuation firms.

. M&A Valuation: Perform valuation analysis of company acquisition and

divestiture targets. Develop valuation financial models to calculate the

Net Present Value (NPV), Internal Rate of Return (IRR), discounted

payback period and purchase price allocation. Evaluated over 55

acquisition targets ranging from 300 thousands to 50 million (total value

of $390 million). DCF, comparable transactions and cost approaches are

applied in valuation.

. Startups and Joint Venture Evaluation: Develop pro forma income

statements, cash flow statement, and balance sheets for startup and joint

venture businesses. Provide analysis of capital expenditures, personnel,

leasing and other operating projections. Develop valuation models to

estimate fair market value for minority partner to buy in/buy out of a

Joint venture business.

. Strategic Planning & Analysis Projects: Interact directly with CEO, CFO

and senior VP of finance on various strategic investment projects. Sample

projects include:

o Valued the acquisition of a $12 million startup software company who

specialize in Health IT system and conducted capital return

sensitivity analysis.

o Calculated fair market value of a Right of First Refusal Option. Black-

Scholes model was applied to valuate this call option. The analysis

provided executive management with an estimated cost of their

strategic move to buy out the counterparty's contracted right.

o Evaluated 'Dialysis at Sea' project and supported the business

initiative to operate dialysis service on major cruise lines.

o Evaluate the financial impact of recent healthcare reform has on

company's revenue. Calculate company bottom line numbers and conduct

scenario analysis. Help senior managements to determine the best

strategy to adapt to the policy change and increase company earnings.

o Evaluated the financial feasibility of Critical Care Strategic

business plan, which intends to target on specialized medical service

to congestive heart failure patients by partnering with hospital.

. Presentation: Create presentations for senior management regarding

potential M&A or joint ventures opportunities. Presentation usually

include market and competitor analysis, valuation modeling, synergy

analysis and return analysis, capital investment and capital structure

analysis.

. Investment Meeting: Participate monthly executive investment committee

meeting. Facilitate presentation of the proposed acquisition and answer

financial modeling and valuation related questions.

. Tracking reports: Assess the operating performance of completed

acquisitions. Develop financial models using VBA and structured queries

to compare actual performance with model forecasts in terms of revenue,

EBIT, EBITDA, Cash Flow and Return on Invested Capital. Review accuracy

of projections and key assumptions used in the valuation model through

tracking report. Identify issues and rectify the variances.

. Managerial: Manage financial projects and provide guidance to junior

analysts

Boston College Chestnut Hill, MA

Application Developer, Information Technology May 2004 -

October 2007

Departmental System Programmer, Information Technology July 2001 -

May 2004

. Provided technical expertise and software development responsibility to

university core application systems; Define business requirements and

translate them into technical specifications. Provided various vendor and

in-house developed solutions. Acted as the liaison between the vendor and

users.

. Managed various IT projects. Developed project plans, managed project

resources and coordinated communications and collaborations among

different ITS groups and with external vendors.

EDUCATION

Boston College Chestnut Hill, MA

Master of Science in Finance GPA: 3.9/4.0 Graduated:

August 2007

Central Michigan University Mt. Pleasant MI

Master of Science in Computer Science GPA: 3.7/4.0

Graduated: May 2001

Shandong University Jinan, Shandong,

China

Bachelor of Science in Chemistry GPA: 3.7/4.0 Graduated:

July 1998

OTHER INFO

. Honors: Beta Gamma Sigma Outstanding Student Membership, Boston

College

. Awards: Graduate Excellence Award, Shandong University

. Computer: MS Access, SQL, Excel, Data Warehouse, HTML, Hyperion, SAP,

BEX Query, Oracle

. Languages: English(Fluent), Mandarin Chinese(Native)

. Interest: Travel, Reading, Yoga.

. Community: Volunteer in Overseas Save the Chinese Children Foundation

to provide medical and educational assistance to children in China who are

impoverished, homeless, or orphaned.

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