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financial/data analysis and valuation

Los Angeles, California, United States
April 30, 2018

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**** * ******* ***

Los Angeles, CA **025



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


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


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





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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