RaaS

• Directed end-to-end redesign of the Corebanking Infrastructure, streamlining payment processing, and standardizing integrations with different loan accounting systems via Web APIs, by collaborating with a team of 4 engineers to develop and refine back-end architecture including workflows, jobs, and database structure• Championed 1 to 2 Roadmap features per quarter following the product development life cycle • Led the Risk Monitoring onboarding process for 5 major bank clients through the full cycle including gathering configuration requirements, implementing customized credit policies, and conducting UAT function and Production data testing• Successfully pitched a new product to an existing client resulting in an increase in revenue of $3.2M by providing targeted demos and refining underlying data through 7 rounds of validation testing to ensure 100% data accuracy • Piloted multiple data validations and impact analysis, proactively identified gaps in various migration initiatives, and ensured successful migration delivery which increased the yearly revenue from a key account from $300k to $3M • Worked closely with UI designers, by providing initial designs, constructive feedback and prototype iterations using Figma

• Oversaw Advyzon’s onboarding process for all new clients and served as one of two contact points for clients during the onboarding phase• Provided clients with full project scope, timeline and setup instructions for their custodian data feeds, integrations and CRM or PAS system conversions after the initial discovery call. • Led all CRM conversion projects from 8 platforms (e.g., Salesforce, Wealthbox, Redtail, etc.) following a pipeline including preview calls, project scope building and delivery review calls with clients.• Served as project manager and led weekly NCO meeting with 10 back-end engineers to present plans for the coming week, recap prior week’s projects and discuss learning opportunities/process improvements• Acted as the primary liaison between backend engineering team and clients during the onboarding process by transforming client requests into discrete tasks for engineers and making technical language user friendly for clients.• Created and monitored Jira tickets and sub-tickets and assigned them to the corresponding engineers with prerequisites, estimated processing time, and instructions • Collaborated cross-functionally with sales, support, and engineering teams to ensure a smooth transition throughout Advyzon’s workflow• Participated in user experience testing and product feedback sessions to convey and capture key feedback for internal product development

• Analyzed financial statements and prepared financial models including valuations, scenario projections and various capital structures for target companies• Contributed in deal cycles including deal sourcing, industry research, due diligence and other ongoing activities in Manufacturing, Consumer, Selected Healthcare and Green Tech Spaces (Bioplastics and Composting Facilities)• Created high-quality deliverables including Investment Deck and Internal Investment Memorandum

• Analyzed financial statements, business model, and thesis for growth in 5 Confidential Information Memorandum (CIM) acquisition targets, performed due diligence and helped in building Leveraged-Buyout valuation model• Developed and pitched 20 industry reports, e.g. Cooling Tower Services, driving target company sourcing channels and adding to deal flow pipeline• Screened and evaluated approximately 2,000 companies each week for ideal targets, resulting in ~150 qualified prospects that fit investment criteria, e.g. size: 5-20M Sales/1-3M EBITDA

•Filled out audit reports of 2016 utilizing original data of balance sheets, income statements, net value alteration tables, fund valuation forms and assets management contracts in the auditing project of CITIC Securities asset management plan•Conducted substantive tests and carried through analytical procedure on financial statements and fund valuation forms, and also data retrieval and classification with the application of auditing software Aura•Communicated with bank managers about the form and requirements of the confirmations of each asset management plan and dealt with 268 audit reports

•Performed financial analysis on the information of borrowers, lenders, collaterals, pledges and guarantors based on different loan companies•Checked the detailed lists of due diligence asset files according to the original materials and marked out the problems•Dealt with hundreds of bad loans of China Construction Bank in 2016 and learned the differences between collateral and pledge, as well as the contract information and legality process

• Reviewed invoices of over 50 Eaton’s factories and branches in North Asia every day based on its invoice reimbursement system -- CONCUR• Participated in the preparation of monthly financial statements and accounts check, including accounts receivable, accountants payable, cash journal, income statement and cash flow statement