Consulting on financial management, operations, go-to-market, strategy, capital markets as it applies to technology generally and tech companies specifically.

AI enabled tech to vastly improve primary markets distribution for investment banks/brokers, to allow better engagement and connectivity with their own asset management clients. 10x better information management and regulatory compliance for transactions whilst offering revenue enhancing opportunities through improving issuer relationships. * First ever cohort member of the FCA's Regulatory Sandbox programme in 2016/2017* Accenture Fintech Lab 2018 - the largest B2B accelerator in… Show more AI enabled tech to vastly improve primary markets distribution for investment banks/brokers, to allow better engagement and connectivity with their own asset management clients. 10x better information management and regulatory compliance for transactions whilst offering revenue enhancing opportunities through improving issuer relationships. * First ever cohort member of the FCA's Regulatory Sandbox programme in 2016/2017* Accenture Fintech Lab 2018 - the largest B2B accelerator in the world with over 30 partner global and regional i-banks, insurance companies and asset managers* ISO 27001 and EU Horizon 2020 Seal of Excellence- Designed and implemented Issufy's flagship Equity Capital Markets platform and set high level (medium / longer term) and detailed product roadmap (shorter term execution). Along with Head of Tech, helped set guidelines for technology/data including AI initiatives- Implemented waterfall and agile based project management methodologies across all aspects of the business depending on reqs- Hiring and management of all senior staff members, including formation of strategic people development plans and KPIs to tie in with expected firm goals- Managed strategic legal processes (client agreements / SLAs, employment contracts, vendor/supplier contracts) - Originated and managed all aspects of external investor relationships, including negotiation of term sheets across multiple investment rounds- Set overall strategy and method of execution- Managed all aspects of regulatory relationships at a global level, including significant advocacy and consulting work with regulators around reshaping regulatory approach to primary markets deal execution- Underwent full FCA authorisation process for arranging; CF8 and CF10 licences Show less

Validating the Greater China business potential for Araya (globally renowned AI/Deep Learning tech startup) with a focus on business development and operational excellence.

China Holiday is a holiday destination development project led by MGM and a large-scale Chinese conglomerate. I was an investment director for the main project based in Ningbo Hangzhou Bay, including residential buildings and villas, hotels, commercial and retails, leased properties and a theme park. - Built and owned the financial and operating model, conducted market research and profit forecast.- Performed IRR analysis, developed the funding structure and presented the project to… Show more China Holiday is a holiday destination development project led by MGM and a large-scale Chinese conglomerate. I was an investment director for the main project based in Ningbo Hangzhou Bay, including residential buildings and villas, hotels, commercial and retails, leased properties and a theme park. - Built and owned the financial and operating model, conducted market research and profit forecast.- Performed IRR analysis, developed the funding structure and presented the project to banks for financing arrangements. - I was also the senior international partner liaison due to my overall language and communication skills. Show less

9 years of audit and consulting experience within banking and security industry. Gained strong understanding of the operations and business processes of large banks and security companies. - Experience in IFRS and PRC GAAP, strong familiarity with the IPO process and have undertaken financial due diligence for M&A transactions. - Familiar with various types of financial instruments, such as fixed-income products, derivatives products, and foreign exchange business. - Worked… Show more 9 years of audit and consulting experience within banking and security industry. Gained strong understanding of the operations and business processes of large banks and security companies. - Experience in IFRS and PRC GAAP, strong familiarity with the IPO process and have undertaken financial due diligence for M&A transactions. - Familiar with various types of financial instruments, such as fixed-income products, derivatives products, and foreign exchange business. - Worked closely with senior management of large banks and other financial institutions in the process of preparing financial statements. Regularly attended board meetings to provide technical opinions. - Examined and evaluated the workflow of large financial institutions, identified control deficiencies and operational inefficiencies, proposed areas of improvements to the management.- Appointed as key representative to manage client relationships on large engagements such as Galaxy Securities and Ping An Bank.- Participated in bidding, worked on proposals of large projects such as top tier security company and state-owned banks in mainland China.- Managed teams with two large critical clients in Beijing simultaneously, with 20-30 people per team. Effectively managed upwards to the Senior Partner level. - Consistent coordination of different parties – law firms, appraisers, underwriters, client teams, advisors.- Undertook and led large projects around capital markets systems integration (e.g. Misys/Opics) Was chosen to participate in a secondment with Deloitte’s Hong Kong office in 2007, and the Global Development Program in Deloitte’s New York office from 2009 to 2011. Undertook the role of Deloitte China CSR Fellow since 2012, proposed, designed and organized a series of CSR events with the focus of education and environmental conservation. Show less

• Revenue recognition; account receivables and payables with re-insurance/co-insurance companies. • Dealt with major banks regarding the arrangement of the company’s reserved capital, negotiated the terms of fixed deposits.• Assisted the financial controller to compose management report and reported to headquarters.