Manager Financial

Jason Yip

**** ******** ***** ( San Bruno, CA ***66 ( Cell: 415-***-**** ( E-Mail:

************@*****.***

Investment Professional

Exceptional analytical background in assessing the business fundamentals,

industry growth drivers, market characteristics, financial, regulatory, and

operations of a company

Industry experience: tech, Internet, social media, manufacturing, software,

gaming, clean-tech, real estate, life science, chemical, energy, oil gas

sectors, services

Strategic, discipline, and entrepreneurial thinker with strong analytical

underpinning

Able to quickly analyze a new business model, plot the model into a

supply/demand framework, draw a future perspective, determine the key risk

elements, and assess the upside potential with limited market data

Alternative Investment M&A, LBO - Advance Financial

Domestic/Int'l Modeling

Business & Industry Bloomberg, Factset, GIPS, Fund Analyses

Analyses CapitalIQ

Aplha, Beta Z Score, RiskCalc CFA (in Progress)

Advanced MS Office R (Beginner), Project Management

Regression, SQL

Professional Experience

EAG LLC, Santa Clara, CA

Director - Investment & Strategy 2013 - Present

Associate - Investment & Strategy 2011 - 2013

Successfully led and co-led acquisition of 3 private services companies and

1 divestiture. Performed rigorous analyses of various potential new market

segments for growth and supported C-Level executive on industry research,

growth strategy formulation, and business/financial analytics

. Responsible for sourcing, analyzing, and processing of all new platform

and bolt-on transactions. Monitor and summarize capital markets and

economic forecasts for the SVP and the Board on domestic and global trends

. Build and maintain close relationships with industry executives and

investment bankers within US and international

. Represent and build high quality reputation for EAG with industry

contacts, entrepreneurs and the investment communities

. Build and implement global Investment Strategy, and assist portfolio

companies including advising growth strategy, marketing positioning,

financial analytics and globalization

. Assemble and lead project teams through all stages of analysis &

execution

. Manage and conduct in-depth primary and secondary market research to

support the investment assessment. Develop outlook on multiple industries

to stay ahead of the curve by understanding key messages derived from

industry trends to identify emerging opportunities and determining "what

the next big thing?"

. Translate project team's analytical findings into a sound business case

that can be presented to senior management for investment consideration.

Develop financial valuation models and guide financial analysts with

developing appropriate valuation models

. Builds bottoms-up forecast and P&L models taking into account all

appropriate factors with the type of products/services, channel, price

band, geographic representation, anticipated changes in market conditions,

value chain framework, competitive product positioning & the target

product's value proposition

. Collaborate with & support team members on all Investment projects to

ensure maximum productivity in driving departmental investment

opportunities. Employ an appropriate level of scenario analysis and use

of effective analytical approaches to fully validate project assumptions,

models, strategic conclusions & overall benefit / risk profiles

. Support matrix organizations and teams throughout the organization:

strategy, business development, finance, and relevant functional areas

with supplemental analyses to address key uncertainties

SONY ELECTRONICS INC, San Diego, CA

Business Planning Manager 2009 - 2011

Senior Business Financial Analyst 2007 - 2009

Successfully served as a forward thinking financial business partner,

acting as an influential strategist with a solid understanding of the

market and industry trends and an eye on actionable metrics to achieve

success. Led the financial advisory and strategic planning functions, and

attend regular management meetings to discuss strategic initiatives

. Provided financial leadership, guidance and analysis in a clear and

simple way, and assess organizational performance against both the budget

and company's long-term strategy. Led and execute engagement

collaboration with all business segments to proactively develop and

deliver consistent, timely and simplified financial analytics that guide

decision making

Jason Yip page two

. Developed a balanced, hypotheses-driven, and bottoms-up analysis approach

to identify and evaluate existing and new business opportunities and to

measure/increase the Company's IRR. Gathered insights, form a

recommendation, and communicated output to senior leadership

. Uncovered business insights by scanning, monitoring, and connecting

external (e.g. customers, competitors, and markets) and internal

information to support strategy formulation

. Assess the correlation between insights and business results through

sound business logic and detail financial analyses. Identified the

opportunities, risks, and the barriers to sustains and grow the business

. Led and collaborate with Japan HQ to facilitate the annual enterprise

strategic planning process across the organization. Ensure the formulated

strategy is actionable, quantifiable, and measurable at market/sub-segment-

level, and articulate the strategies to all relevant stakeholders and

secured buy-ins

. Supported the Senior Vice President and other high profile Senior-

Executive Level-sponsored special finance and business evaluation projects

of strategic importance

. Directed finance analytics 4-person team and translated financial and

operational performance into a milestone-based blueprint, methodically

analyzing our business performance, risk profile to form business

strategies

. Built a finance analytics operation to rapidly turn data into business

metrics and iterative trends, and ultimately internalized the findings to

support tactical and strategic business and financial operations

PROMENADE CAPITAL LLC, Los Angeles, CA 2006 - 2007

Senior Associate

Led/co-led analyses and due diligence of public and private investment

opportunities, both pipeline and actual portfolio holdings of the firm

across multiple sectors: healthcare, financial, real estate, TMT, clean

tech, manufacturing, and energy

. Established and maintained relationship with bankers, fund managers,

primary and secondary private placement firms, other third-party

investors, and government regulators

. Conducted research, analyzed primary data, and authored a 360( report on

the business condition of individual companies, including products,

markets, financials, operations, capital structure, earnings, and

corporate strategy; analyzed and projected the relative industry

profitability and credit risk

. Reviewed, evaluated, and prepared macro analysis reports on the financial

strength, business, key players, and selling/supply-chains of the assigned

industries. Constructed forecasts that included the potential impact of

future economic development of each industry

. Conducted research and generated ideas to improve portfolio performance:

developed investment strategies, monitored latest news/developments on

underlining stocks as well as macro-economic factors and evaluate

potential upside. Recommended reallocating assets to rebalance stock

position of portfolio based on changes in the economy, sectors, politics,

tax and other

. Communicated investment recommendations with portfolio manager on

companies and sectors, including their potential impact on asset

allocation and measured performance of investment managers and submitted

quarterly performance reports

. Formed and presented intellectual recommendations for alternative

investment, LBO and private debt transactions

BLACKWATER CAPITAL LLC, Los Angeles, CA 2004 - 2006

Associate

Support the investment group in tracking, reporting, and analyzing

financial information/structure of target/portfolio companies, and prepares

complex analyses to guide decision making. Conducted industry research in

the internet, retail, entertainment, security, pharma, technology, and the

telecom sectors

. Performed comprehensive in-depth fundamental analyses (financial,

operations, supply-chain, strategy, customers, and markets) to determine

risk, upside potential, valuation, and long-term financial outlook for new

investment proposals

. Analyzed and interpreted portfolio financial statements and reconciled

inputs to form unbiased financial recommendation; created financial models

and performed scenario analyses

. Authored comprehensive investment analyses prepared in conjunction with

senior members of the investment team, including detailed description of

company's business, credit strengths and risks, and ability to create

equity value

. Prepared quarterly performance reports of companies in investment

portfolio, complete with detailed financial statement and

business/operation analyses

. Developed new financial models to help the planning and forecasting

processes at portfolio companies, and to enhance process efficiency,

support new initiatives, and to accurately capture the changing business

economics and structure

Education

Education: MBA, Richard Ivey School of Business at the University of

Western Ontario, Canada, 2003

Degree, University of Hong Kong 2000

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