Ellen Lu Email & Phone Number

Shanghai, China

Shanghai, China

Shanghai

Real Estate Investment

Shanghai City, China

• Corporate Function – HQ Finance and Treasury
• Participate in annual budget planning and subsequent rolling forecasts. Review, consolidate and then report to the Group leaders for approval;
• Work closely with CFOs from all overseas subsidiaries to monitor financial results and ensure internal control. Bridge communications between HQ and subsidiaries on timely basis;
• Collect, consolidate, analyse and then present monthly financials and treasury information from overseas subsidiaries, make sure all financial statements received are in accordance with IFRS. Investment Function –.
• Current Projects: a US-based MOB (Medical Office Building) Portfolio; a Manhattan-based office building complex; a Manhattan-based construction project;
• Pre-investment: Review and test the underwriting models provided by deal team, fully engage in the finance DD, identify opportunities and risks associated with deal transactions and the acquisition target, and provide.

Shanghai City, China

Actively manage CEO’s daily working schedule based on project’s priority;Communicate with all departments in Hive and Fosun Group across the globe in a timely manner;Responsible for other tasks assigned by CEO, e.g. maintaining VIP relations, organizing files and documents, etc.

Long Beach, California

Provide audit, tax and consulting services to qualified LIHTC (Low-Income Housing Tax Credit) construction companies.

Shanghai City, China

Wrote the chapter ‘Investment Strategy’ for the book ‘Annual Report on China’s Private Hospitals Development 2014’;Participated in the IPO preparation of Bu Chang Pharma.

Shanghai City, China

Summer Intern at Investment Division, Mergers and Acquisitions Department

Shanghai

• Worked as a member of an audit team from the Audit 11 department, participated in auditing the mainland business of a large Taiwanese lo- gistics company with two branches - Dimerco and ZJD
• Used excel techniques to sample company’s transactions with over 50 customers and banks all over Asia
• Send and follow ‘conformation letters of amount payable and amount receivables’ with all company’s partners
• Made over 100 good quality calls within a week to follow up confor- mation letters, and went to over 10 major banks in Shanghai to verify company’s bank transactions and confirm amount of deposits

Shaoxing, Zhejiang, China

Worked as a volunteer in local orphanage in Shaoxing, China every summer starting from 2007

Shaoxing, Zhejiang, China

Answered calls everyday from clients and potential clients regarding to various money market accounts, also offered them advise on choice of different bank accountsGave assistance to clients in bank lobby, also helped them to open current and savings accounts

Ms Finance, Finance

Bachelor Of Science (Bsc), Accounting And Finance, Upper Division, Second Class With Honour