Jessica Lee, Cpa, Cfa Email & Phone Number

Hong Kong

Hong Kong Sar

Participated in 10+ full cycles of transactional execution, covering IPO sponsorship, financial advisory, compliance advisory and other fund-raising activities, rich experience in PRC market and across a wide range of industries- Fully participated in the due diligence and execution processes- Performed market research, financial analysis and regulatory check- Developed financial models and performed company valuations- Coordination with external and internal parties-… Show more Participated in 10+ full cycles of transactional execution, covering IPO sponsorship, financial advisory, compliance advisory and other fund-raising activities, rich experience in PRC market and across a wide range of industries- Fully participated in the due diligence and execution processes- Performed market research, financial analysis and regulatory check- Developed financial models and performed company valuations- Coordination with external and internal parties- Advised issuers and listing applicants on compliance with the Listing Rules, the Takeovers Code, and other relevant legal and regulatory requirements- Organized and prepared pitch books, presentations and roadshow materials Show less

Hong Kong

Extensive participation in audit engagements and special projects across a wide range of industries, covering multinationals, listed companies, conglomerate groups and PRC based companies- In charge of a multi-location audit engagement, lead a team of 8 and work with 40+ component teams from 26 countries- Performed assessments of financial statements and cash flow forecasts with advanced excel - Drafted and reviewed annual/interim report and statutory accounts independently with… Show more Extensive participation in audit engagements and special projects across a wide range of industries, covering multinationals, listed companies, conglomerate groups and PRC based companies- In charge of a multi-location audit engagement, lead a team of 8 and work with 40+ component teams from 26 countries- Performed assessments of financial statements and cash flow forecasts with advanced excel - Drafted and reviewed annual/interim report and statutory accounts independently with high quality- Experience in special projects, including privatisation and major disposal Show less

- Analyzed sales data for monthly reporting in a team of 4 and with project management- Prepared traffic report, sales analysis and competitors report with advanced excel- Provided administrative support to 11 Retail Boutiques in Hong Kong and Macau

- Delivered 20+ shareholder meetings (including AGM and EGM), preparation and distribution of meeting materials, proxy solicitation, venue logistics, system set-up and full reporting to listed companies- Provided support at shareholder meetings

Bachelor Of Business Administration (Bba), General Finance And Marketing

Activities and Societies: Treasurer of Rotaract Club (Organized community services, applied funding and sponsors with a total.

International Exchange Program, Finance, Business Administration And Management, Asia-Pacific Studies, Art And Art History

Activities and Societies: Member of Rotaract Club, Participant of The Midnight Mission

Education record

Activities and Societies: Chairperson of Programme Committee (Student Association, organize extra-curricular activities, joint-school.