CFA, CPA, CA, Financial Analyst Accounting

Shan He, CFA, CPA, CA

Current Residence: California Email: add4nv@r.postjobfree.com Phone: 628-***-**** Status: US Permanent Resident (Green Card Holder), can work for any employer in the U.S. TECH ENTHUSIASTIC FAST LEARNER SELF STARTER RESULT DRIVEN PROBLEM SOLVER ANALYTICAL TEAM PLAYER

• 6 years’ experience in Corporate M&A, Finance, Venture Capital, Private Equity, Investment Banking and Accounting

• Thrive in fast-paced environment and collaborate effectively with cross-functional teams and external partners

• Proficient in Excel, PowerPoint, Bloomberg, FactSet, Capital IQ; Experience in Salesforce, NetSuite, Cognos and Domo

• Native fluency in Mandarin Chinese and Cantonese; Entry-level proficiency in French SELECTED WORK EXPERIENCE

Senior Financial Analyst, Corporate Finance, Tradeshift San Francisco, CA, 2019 – 2020

• Produced financial analysis, research and executive reports on financial results, business operations and strategy

• Developed investor memos, financial models and ad hoc analysis for due diligence in ongoing fundraising activities

• Conducted industry research, investment screening and recommendations for strategic investments and M&A

• Collaborated with strategy, product, engineering, sales and marketing teams regularly on corporate strategic projects Consultant, Small Medium Business Advisory, Venture Capital & Research SF Bay Area, CA/Toronto, Canada, 2018 – 2019

• Advise SMB clients globally on business plan, corporate finance/accounting, fundraising and investor relations issues

• Serve as venture capital partner to conduct deal sourcing and due diligence for angel investors and family offices

• Provide in-depth investment analysis and market research to boutique investment firms across the U.S. and Canada Financial Analyst, Corporate Development, Economical Insurance Group Toronto, Canada, 2016 – 2018

• Financial Analysis, Business Operations and Corporate Strategy o Established and improved IPO forecast/valuation models and business plan/cases, with 20% less processing time o Monitored key financial/business metrics and built impact analysis to assess and recommend strategic initiatives o Produced and automated 10+ financial models and 15+ executive reports, with 50% increased productivity o Led ad hoc strategic and financial projects collaborating with product, sales, marketing, accounting and strategy

• Mergers & Acquisitions, Strategic Investments and Ventures, Market Research and Competitive Analysis o Developed market research, investment strategy, due diligence procedures for strategic partnerships and M&A o Worked on 4 acquisitions and 20+ equity/debt investment; monitored portfolio companies using KPIs analysis o Launched Fintech venture capital fund initiative and developed over 50 potential investment list

• Managed hiring process and designed orientations for new analysts, completing 100% training goals in reduced time Private Equity Associate – Technology Group (3 Months Internship), BTC Partners Toronto, Canada, 2015

• Performed financial analysis, valuation, DCF, M&A and LBO models on acquisitions targets in SaaS and ServiceTech

• Worked in all stages of deals including deal screening, research, financial modeling, due diligence and exit strategy

• Prepared investment memos and presentations to discuss synergy, business expansion and capital requirements Investment Banking Analyst (4 Months Internship), Bank of Montreal (BMO) Capital Markets Toronto, Canada, 2015

• Won BMO Capital Markets Gang Tackle Award for strong performance in $8.6 billion Element/GE M&A Transaction

• Analyzed and valued target companies using trading comparables, DDM and precedent transactions analysis

• Conducted in-depth market analysis, financial modeling, pitch book slides preparation, database and trading updates

• Assisted the team actively in Fairfax/Brit multi-billion M&A financing and several specialty finance IPO projects Junior Accountant (5 Months Internship), MacGillivray & Co. Chartered Accountants Brampton, Canada, 2014

• Finished planning, procedures and opinion report issuing for 15+ audit, review and compilation projects

• Identified and reported issues in audit procedures to partners, increased operation efficiency by 25%

• Produced over 100 corporate, charity and personal tax returns and communicated timely with clients on tax issues Staff Accountant – Auditing, Ernst & Young LLP Beijing, China, 2012 – 2013

• Redesigned audit and due diligence procedures via advanced Excel and Word functions, with 30% efficiency increase

• Worked with cross-functional teams effectively on audit and IPO due diligence projects, with 20% less budgeted hours

• Initiated on-the-job trainings to interns and monitored job progress with 100% achievement of goals EDUCATION & PROFESSIONAL DEVELOPMENT

Master of Management and Professional Accounting (aka MBA in Accounting), University of Toronto Toronto, Canada, 2015

• Academic: 3.8/4.0 cGPA; Dean’s List (with Distinction, Class Top 10%); Director’s List; BDO Pinnacle Award

• Extracurricular: Investment Club – SVP of Trainings and Events; Rotaract Mississauga – International Director

• Other: UofT Teaching Assistant (2014 – 2015) – Finance, Statistics, Management, Financial and Managerial Accounting Bachelor of Economics, University of International Business and Economics Beijing, China, 2012

• Extracurricular: AIESEC – International Project Leader; Student Union – Event Organizer Financial Modeling/ Advanced Excel/Beginner Python & SQL, Marquee Group/ BIWS/Coursera 2014 – Present Chartered Financial Analyst (CFA)/Chartered Professional Accountant (CPA, CA), passed all exams at first attempt (8.5% rate)

Contact this candidate