financial/data analysis and valuation
Resume:
DAVID TANG
Los Angeles, CA **025
*****.****@*****.***
WORK EXPERIENCE
Castle Placement LLC
Investment Banking Fall Analyst – Private Placement through all industries
New York, NY
Aug 2017 – Feb 2018
Raise capital and arrange loans from over 21,000 institutional investors for start-up, early-stage, and middle market companies
Work with senior professionals on the origination and the execution of currently 45 transactions across various industries
Interact with current and prospective clients through CPGO to develop client relationships and develop new business
Perform client due diligence and background checks to identify significant deal issues for Visionary vehicle
Forecast cash flow and build waterfall in support of capital structure and investment theory for Golden shore
Prepare investor presentations, industry reports and term sheets for Visionary vehicle and New World Pharmaceuticals
Participate in building the Discounted Cash Flow model for Golden shore ($1 Billion mixed used RE development project)
Maris Collective LLC
Inventory Analyst
Los Angeles, CA
Apr 2016 – Apr 2017
Calculate and evaluate financial ratios and business KPIs (Gross Margin, On-Hand Units/Cost, Weeks Inventory on Hand, Open to Buy, Gross Receipts) from aggregate data to project sales and drive growth
Create pro-forma financials and sales forecast reports for top vendors/clients utilizing econometric methods to identify and extrapolate prior period sales trends and provide comfort to concentrated supply chain partners
Create, manage, and execute sales and inventory plans (Open to Buy plans) from initial drafting through investment committee presentation and model preparation all the way through product lifecycle
Mine data to explain and justify recommendations influencing the development of department- or class-level plans from current location-specific models and pro-forma projections
Consolidate and analyze weekly/monthly sales reports for management across owned properties (10 locations and 26 stores)
Standardize, reconcile and issue room charge invoices for all leased properties at 7 different locations
Research and resolve all payment problems to avoid cash flow implications of working capital fluctuation
Selected Project Experience:
Assisted accountants and controller/CFO in closing out company year-end accounting:
Consolidated financial statement data from 4 different entities into one model for company partners and investors
Corrected and allocated foreign transaction income and expenses to corresponding accounts on financial statements
Reconciled entries in catch-all account to ensure regular and intercompany journal entries reflected proper treatment
Tsingtao Brewery Co., Ltd., Logistics Center
Logistics Management Analyst
Qingdao, China
Jan 2015 – Mar 2016
Developed granular Excel models and tracking system for financial analysis of ~70.7 million kiloliters in sales per month
Calculated real-time KPIs for logistics operators to optimize shipping process by 35% in a span of just 9 months
Integrated supply chain management environment in operating back-end to ensure seamless and timely orders
EDUCATION
University of California, San Diego
Bachelor of Arts in Economics; with concentration in Quantitative Economics
San Diego, CA
Class of 2014
Achieved top-ranking grade in highly selective Mark J. Machina empirical economics course
Relevant Coursework: Financial Markets, Financial Risk Management, Decisions Under Uncertainty, Economic Stabilization, and Econometrics I and II
Phi Alpha Delta Pre-Law Professional Fraternity – Served as Internal Resource Co-Chair compiling internship opportunity leads from local law firms, organizing law school tours for students with interests in law, and providing administrative assistance to executive board members
LEADERSHIP
Homeless Shelter
Community Volunteer Organizer
Los Angeles, CA
Summer 2013
Namkun Chinese School of San Francisco
Volunteer Instructor for Chinese language and Chinese culture
San Francisco, CA
Summer 2011
OTHER INFORMATION
Languages:
Modeling:
Software:
Fluent in English; Native in Mandarin, Basic in Cantonese
Wall Street Prep formal modeling program covering multiples and DCF valuation, M&A, and LBOs (in progress)
Advanced user in Excel, PowerPoint, Bloomberg, NetSuite; Intermediate programming skills in MATLAB and VBA
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