Cate D Email & Phone Number

Beijing

US investor in renewable energy M&AInvestment focus on operating assets with long term stable cash flow without pre-connection riskCross border inbound investment to Asia regionCompletion of a wind farm acquisition in China for US listing pack, deal size > $150mStrategic alliance with top ranking industry leaders

澳大利亚 悉尼地区

Propose execution plan to support group overseas investment strategy;Post transaction phase, integrate acquired assets and resources in Australia;Project management of local integration and upgrading plan, and coordinate with HQ;Completion of acquisition of hotel assets and golf course in Australia and US, total deal size > $760mDevelop and explore capital market in a world wide scope.

Sydney

Financial due diligence engagements with a Chinese inbound investment focus.Report delivering with financial analysis.Coordinating various third parties to facilitate transaction process.Assisting Global China Practice on several potential mega size deals.

Sydney, Australia

Financial due diligence:• Line up management teams from Chinese state-owned corporations for firm branding event with the topics regarding infrastructure development in West Australia• Drive key strategic initiatives on marketing and penetrating Chinese market, develop business plan presentation filled with proposed intra-office cooperation model and underlying budget• Conducted industry research, probe future trends and peer analysis for M&A pitching preparation purpose;• China macro economy probe: - Shared market observation with the team; - Closely followed China domestic economy trend with social issues focus; - Being involved in the main stream discussion groups through various platforms• Introduced Chinese clients to different service lines, maintain and manage sustainable client relationship;• Implement productivity improvement following market plan and contribute project-oriented client relationship;• Participated events in relation to Asia Pacific cross-border transactions/businesses;• Facilitate financial due diligence projects across various sectors to drill down and understand the service offering process;• Demonstrated strong project management skills by supporting team leaders with advice on project process improvement and execution and achieving synergy across each sub-team; • Financial techniques applied to business analysis, identify financial implication through KPIs, assumptions to forecasts, reflection of business changes, market insights, and potential integration issues, etc.);

Sydney, Australia

• Advised client with alternative solution and the key risks underlying based on comprehensive;• understanding of Australian transfer pricing framework;• Conducted compliance of documentation requirement from ATO for the clients;• Maintained project management with taxation ruling research technical support;• Facilitated translation of Chinese conference calls made with Chinese client management, and provided additional insight into the client’s behavior and sentiment

Beijing, Hong Kong

• Successfully completed audit projects scoped from statutory accounts under IFRS, quarterly review, business performance review, IPO, pre-IPO M&A, SOX 404 internal control and other assurance projects;• Managed part of audit project in central team for mega-size clients including global MNCs and China state-owned companies. It entails strong project management capability to coordinate 33 provincial audit teams, seamless team work with several key functional partners, understanding of financial reporting requirements on group consolidation level, etc.;• Primarily focused on sectors such as telecommunication, IT, media and entertainment, additionally conducted audit service in financial services and energy sector.• Built up broad network with the local authorities such as taxation bureau, kinds of industrial associations, Investment Banks, PE houses in China and Hong Kong through either projects or social events;• Half-year Hong Kong secondment with involvement in auditing local leading companies;• Assisted Risk Management department to review database documentation and perform engagement leader interview as part of the global firm internal quality control program focusing on firm policy and updated IAS compliance

Master Degree, Financial Analysis

Activities and Societies: ToastmasterFinancial Analysis

Cpa Australia, Accounting And Finance, Qualified

Work in Ernst & Young