Research and script business overview information required for 409A valuation reports including industry and market analysis, ownership structure, management, significant contracts, intellectual property, and risk assessment.

Freelance Consulting• Encompasses business intelligence, forensic and financial due diligence including asset disappearance, financial fraud and violations of corporate governance on behalf of international investors, FCPA investigation and KYC review.

6 month contract position

• Research, preparation and drafting of competitive market intelligence reports for IT industry in China;• Management and oversight of research, compilation, presentation, and analytical assessment of findings.

• Due diligence investigation of high-growth Chinese SMEs for overseas investment; • Staff management and Corporate Governance;• Business strategy development, design, and oversight for manufacturing and service businesses operating in the mainland;• Market share analysis, product/service forecasts, industry/national market regulations, customer/vendor authenticity and substitute goods. • During time at the firm helped to increase the number of annual clientele and overseas… Show more • Due diligence investigation of high-growth Chinese SMEs for overseas investment; • Staff management and Corporate Governance;• Business strategy development, design, and oversight for manufacturing and service businesses operating in the mainland;• Market share analysis, product/service forecasts, industry/national market regulations, customer/vendor authenticity and substitute goods. • During time at the firm helped to increase the number of annual clientele and overseas investments obtained for clients by 25 and 50%, accordingly. Show less

After graduating from the Beijing International MBA program I wanted to improve my practical Mandarin for working purposes hence I continued to take language classes while gaining part time opportunities in China's media, education and financial services industries. During this time I had the opportunity to:• Lead a team of 6 Chinese graduate students to translate and edit a newly published English version of Professor Wu Ji Song's "Recycle Economics [循环经济]" in conjunction with Beijing… Show more After graduating from the Beijing International MBA program I wanted to improve my practical Mandarin for working purposes hence I continued to take language classes while gaining part time opportunities in China's media, education and financial services industries. During this time I had the opportunity to:• Lead a team of 6 Chinese graduate students to translate and edit a newly published English version of Professor Wu Ji Song's "Recycle Economics [循环经济]" in conjunction with Beijing University of Aeronautics & Astronautics Economics department [北航] www.buaa.edu.cn,• Oversee draft and final print of Tsinghua University's international MBA materials which included multiple interviews of faculty, professors, and perspective students as well as a critical review of course itineraries in comparison to competing programs; http://www.sem.tsinghua.edu.cn/portalweb/appmanager/portal/MBAen,• Engage in voice dubbing for televised documentaries [in English], exam review course materials, and practice tests as well as language instruction courses for children and adults on both a classroom and private lesson atmosphere.The opportunity to work in various industries and at different capacities while still taking language classes provided me with unparalleled insight to China's work, family, and social perspective which continues to be beneficial as China's economic presence in the world continues to grow. Show less

I was one of a handful of US based candidates to attend the first international MBA program offered at a mainland Chinese University between the Chinese Center for Economic Research [CCER] and the US Jesuit Universities at Peking University.With the exception of quantitative courses most work was performed in teams and as 1 of 3 non-Chinese in a class of 70 the experience provided me with a crash course in not only Chinese business culture but also social order, family, and life.… Show more I was one of a handful of US based candidates to attend the first international MBA program offered at a mainland Chinese University between the Chinese Center for Economic Research [CCER] and the US Jesuit Universities at Peking University.With the exception of quantitative courses most work was performed in teams and as 1 of 3 non-Chinese in a class of 70 the experience provided me with a crash course in not only Chinese business culture but also social order, family, and life. The difference in attitudes was stunning as I had never met so many individuals yearning to be entrepreneurs before in my life. From that time forward I was convinced of the impact the Dragon would have in the coming decades on the Global Economy and that I wanted to be a part of it. The experience was phenomenal and invaluable in shaping my personal and professional goals today. Show less

• While working on my MBA courses at Peking University I instructed a course of undergraduate business students in the fundamentals of managerial accounting including break-even analysis, cash flow projections, and optimal inventory levels.

My work at PwC encompassed:• Financial and strategic due diligence on buy/sell side in multiple industries including entertainment, publishing, sports marketing, consumer and industrial products/services;• Industry regulation, market structure, and product research for specific client acquisitions and spin-offs;• Analysis of historical product trends; • Adherence to GAAP/GAAS compliance in structuring and reporting;• Presentation to Executive management of findings and… Show more My work at PwC encompassed:• Financial and strategic due diligence on buy/sell side in multiple industries including entertainment, publishing, sports marketing, consumer and industrial products/services;• Industry regulation, market structure, and product research for specific client acquisitions and spin-offs;• Analysis of historical product trends; • Adherence to GAAP/GAAS compliance in structuring and reporting;• Presentation to Executive management of findings and recommendations.Again, Big Four requires you to hit the ground running on a daily basis and PwC is no exception. The transaction support group helped shed new light for me in the areas of earnings evaluation, profit management, and cash flow maximization and as any challenging position made me realize how much I still had to learn. In addition I gained exposure to the restructuring side of most deals as well as drafting client proposals. The reference network of individuals at PwC is invaluable, the people are top notch, and the work will stretch you to your maximum potential. As most of our work was domestic buy and sell-side I realized that my interests favored the social, cultural and market dynamics of international deals and helped confirm my need for MBA based tools and an exciting step into the international market. Show less

The most demanding role of this position for someone with an accounting background was in the undefined "seat of the pants" attitude one had to embrace to contribute to the group’s overall goals. Unlike most finance roles there were no guidelines, regulations or other compliance requirements only goals: cost reduction while achieving current or higher levels of quality, user satisfaction, and efficiency. The position taught me the importance of self-initiative and a "can do"… Show more The most demanding role of this position for someone with an accounting background was in the undefined "seat of the pants" attitude one had to embrace to contribute to the group’s overall goals. Unlike most finance roles there were no guidelines, regulations or other compliance requirements only goals: cost reduction while achieving current or higher levels of quality, user satisfaction, and efficiency. The position taught me the importance of self-initiative and a "can do" attitude in everything one takes on. The success of the team in improving costs 25-30% in North America established it as a formal department and the group continues to play a significant role in the firm today reporting directly to the CEO. Show less

Although Internal Audit often gets a bad rap for being rote this was not only one of the most interesting positions I ever have had but also integral to my future work in transaction services and later assignments in Asia. Working with a pharmaceutical and consumer products’ company as opposed to a service business opened up a whole new world of knowledge for me in the areas of operations, compliance, and reporting throughout the production, supply chain, wholesale and final retail… Show more Although Internal Audit often gets a bad rap for being rote this was not only one of the most interesting positions I ever have had but also integral to my future work in transaction services and later assignments in Asia. Working with a pharmaceutical and consumer products’ company as opposed to a service business opened up a whole new world of knowledge for me in the areas of operations, compliance, and reporting throughout the production, supply chain, wholesale and final retail side that many individuals from Big 4 firms never see. Conducting management Interviews through a translator taught me to refine and minimize inquiries and allow for unexpected answers. I learned to pack a bag for 3 days or 3 weeks in less than 5 minutes and to be open to working with individuals from different ethnic, geographic, and business cultures in a variety of settings. The exposure to the international operations of a firm has been invaluable in my work today. And, when I was not even ready to transition out of Audit I was offered a financial discovery and analysis position on a new Strategic Sourcing task force that allowed me to sharpen my understanding of procurement and cost reduction and resulted in my promotion to manager on the team. Show less

My first job out of college was as a standard first-year staff auditor at Ernst &Young, where I learned the fundamentals of client service, teamwork, business interviews, communication, analysis, delegation and supervision that have made me successful in my due diligence and investigative work today. In 1989 I assisted on the M&A work for several clients which laid the path for my entry to M&A and investigative due diligence work to come While Big Four firms do work you to the… Show more My first job out of college was as a standard first-year staff auditor at Ernst &Young, where I learned the fundamentals of client service, teamwork, business interviews, communication, analysis, delegation and supervision that have made me successful in my due diligence and investigative work today. In 1989 I assisted on the M&A work for several clients which laid the path for my entry to M&A and investigative due diligence work to come While Big Four firms do work you to the bone it was fun and provided me with solid exposure to finance and accounting in the public arena and some of my colleagues from that time are still my closest friends today. In 1989 Arthur Young merged with Ernst & Whinney and the firm became Ernst & Young. Show less