Manager Financial

LI ZHANG

Phone: 650-***-**** (U.S. citizen) Email: *********@*****.***

PROFESSIONAL EXPERIENCES

Economics and transaction Planning Group, Ernst & Young's, San Francisco, CA

Manager, 11/08 to Now

Simultaneously managed multiple projects which involved structured financial transactions, tax controversy, debt-equity, and tax compliance. Responsibilities included building financial and statistical models, and working directly with clients and cross functionally with Ernst & Young CPAs, tax attorneys, and staff.

Various Financial planning and analysis experiences

•Reviewed client’s forecasting and budgeting models to further develop transaction and planning models to help companies to organize their businesses in a tax efficient manner.

•Built various financial models to assist the clients to structure the deals, such as Up-C and MLP IPO, cross border IP migration modeling, etc.

•Provided Partnership and joint venture analysis to help bridge the gap between the company’s treasury function, tax counsel and investment bank.

•Determined, through use of the cash flow model and contemporaneous market research, the terms of an optimal capital structure.

Mellon Capital Management Corporation-A BNY Mellon Company, San Francisco, CA

Research Analyst, Fixed Income Department, Internship, 10/07 to 1/08

Fixed Income Portfolio Return Analysis

Created a long-short credit strategy portfolio that was based on the Leverage Buyout signals (LBO). Studied the correlations among the signals and carried out the statistical analysis on the dataset.

Roche Pharmaceutical LLP. Palo Alto, CA

Computational Chemist, 2001 to 2006

Collaborated with the medicinal chemists and utilized computational modeling to identify molecules that potentially would be candidates for medicine. Performed QSAR (quantitative structure and activity relationship) analysis, and carried out cluster analysis for HTS hits. Developed three-dimensional pharmacophore models and selectivity matrix methods to filter and rank the compound series. Calculated the descriptors to correlate experimental data with the physical attributes of the molecules. Performed Ab-initio calculations to identify electron characteristics of the chemical scaffolds.

Hold one U.S. Patent and contributed significantly to a drug candidate which went into the clinical trial.

EDUCATION

University of California, Berkeley, CA - Haas School of Business, 2008

Master Degree in Financial Engineering

In-depth understanding of the financial markets, derivative accounting and FASB rules, complex financial instruments- bonds, stocks, options and other derivatives. Worked on case studies on how to provide financial strategies that support the firm’s product market strategies.

Course studies - included Financial Accounting and Corporate Finance.

University of California at San Diego, San Diego, CA, 2001

Ph.D. Degree in Biophysics

Dissertation: Conformational Studies of Biologically Significant Peptide Structures

Taught undergraduate chemistry sessions as a teaching assistant at UCSD.

Authored more than 10 papers in the top peer-reviewed Journals.

AREAS of STRENTH

Strong analytical and problem solving skills

Effective interpersonal, comprehension and communication skills

Master new tasks quickly. Ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment.

VOLUNTEER: Bookwave Committee Chair at Almond Elementary School, Los Altos - organized author events, encouraged and helped kids to become young authors. Enjoyed volunteering at my son's elementary school, specially the art docent lessons.

HOBBIES: Cycling, hiking, outdoor activities and traveling to exotic places.

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