With 16 years of HK IPO experiences. I have a strong track record in managing IPO projects across diverse sectors. Proficient in accounting standards, internal controls, profit forecasting, and listing rules. I excel in resolving audit, compliance, reorganization, and IPO queries from regulations through collaboration with company, sponsors, auditors, lawyers, industrial experts and valuers. Skilled in presenting companies to corporate and private investors, I served as the Chief Financial Officer, Executive Director, and General Manager of the Financial Management Department in the HK listed Companies.
Markham Centre Financial (Mcf) Securities Inc
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Managing Director - FinanceMarkham Centre Financial (Mcf) Securities Inc May 2024 - PresentCanada
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Managing DirectorSuccess Alliance Group Company Limited Jan 2018 - Feb 2024Hong Kong, Hong Kong Sar•Providing Business, financial and accounting advises to clients regarding Hong Kong listing.•Assisting in the establishment of companies.•Preparing profit forecast for fund raising purpose.•Handling clients annual audit and M&A projects with auditors, Valuers and Lawyers.•Preparing the clients business plan and presenting to various investors, including international investment funds and private investors.•Liaising with different banks for clients’ loans and… Show more •Providing Business, financial and accounting advises to clients regarding Hong Kong listing.•Assisting in the establishment of companies.•Preparing profit forecast for fund raising purpose.•Handling clients annual audit and M&A projects with auditors, Valuers and Lawyers.•Preparing the clients business plan and presenting to various investors, including international investment funds and private investors.•Liaising with different banks for clients’ loans and facilities.•Reviewing, analyzing and advising of client’s cash flow for their business operation and projects.•Analyzing and Reporting clients’ financial situation and profit forecast to their stakeholders. Show less
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Executive Director & Chief Financial OfficerIbo Technology Co Ltd Jan 2016 - Jul 2023Hong Kong Sar• Leading the company to initiate an IPO plan in 2016 andachieving successful listing in December 2017.• Successfully raised over $300 million through IPO, new share, placement, convertible bonds (CB), share option schemes, and bonds.• Designed, negotiated and executed the M&A projects valued over 300M from 2018 to 2022.• Handling annual audit and M&A projects with auditors, Valuers and Lawyers.• Preparing the company's business plan and presenting it to various investors… Show more • Leading the company to initiate an IPO plan in 2016 andachieving successful listing in December 2017.• Successfully raised over $300 million through IPO, new share, placement, convertible bonds (CB), share option schemes, and bonds.• Designed, negotiated and executed the M&A projects valued over 300M from 2018 to 2022.• Handling annual audit and M&A projects with auditors, Valuers and Lawyers.• Preparing the company's business plan and presenting it to various investors, including international investment funds and private investors.• Liaising with different banks for company’s loans and facilities.• Reviewing Company’s cash flow for business operation and projects.• Preparing, Analyzing and Reporting Company’s financialsituation and profit forecast to stakeholders. Show less -
Financial DirectorHao Cheng Holding Limite Mar 2018 - Jan 2020Shenzhen, China• Leading and handling the whole IPO.• Managing all aspects of the IPO process, includingreorganization, auditing, internal controls, profit forecasting,valuation, pre-IPO investments, and placement in IPO projects.• Working with senior management to understand thecompany's business development and design its futuredirection.
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Finance ManagerCa Cultural Technology Limited May 2014 - Oct 2015香港特別行政區 香港 -
Account ManagerChun Yuen High Polymer New Materials Holdings Limited Sep 2010 - May 2014香港特別行政區 香港
Frequently Asked Questions about Daniel Yu
What company does Daniel Yu work for?
Daniel Yu works for Markham Centre Financial (Mcf) Securities Inc
What is Daniel Yu's role at the current company?
Daniel Yu's current role is Finance / Ex Listed Company ED & CFO.
What schools did Daniel Yu attend?
Daniel Yu attended Monash University, 澳洲蒙納許大學, Acca.
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