Wei (Judith) Li Email & Phone Number

*Working closely with relationship manager to conduct in-depth financial analysis, including forecasting, cash flow and AR/AP/ Inventory analysis to understand Borrower’s revenue stream, future outlook and evaluate repayment capability*Deploying pricing models and rigorous research, performing variance analysis to compare actual performance against annual projection and conducting breakeven point analysis*Setting risk rating and key financial covenants, tracking portfolio performance, and restructuring facility when in covenant violation*Building presentation-ready deliverables to support credit committee review and decision making*Partner with business unit heads to develop annual budget, headcount planning, long-range plan and monitor KPIs

Irvine

*Proactively worked with senior associates on the preparation of comprehensive financial models and valuation analyses including discounted cash flow, comparable company, precedent M&A transactions and LBO*Prepared investment memos and presentations, performed industry research and company-specific due diligence*Successfully pitched new client and in process of raising $50MM funding through regulation A+ listings

Newport, Ca

*Created presentations to senior management and board members of clients and prospective clients*Compiled variety of financial analyses such as valuation, sensitivity and three-statement operating models*Heavily involved in all stages of the capital raising process worth over $35MM with the Managing Director

Shanghai City, China

*Led a team of 4 to develop thoughtful trading strategies, conduct capital market analysis, compile the short and long-term financial forecasts, and update existing account base on market conditions, philosophy, process and performance*Assist with Managing Director to manage a $4.6B assets pool including fixed-income, equity products and quantitative hedge holdings by reviewing all aspects of portfolio construction and monitoring daily cash positions

Changzhou, Jiangsu, China

* Spread historical financial statements and analyzed pertinent trends/drivers* Underwrote C&I and CRE loans for both existing and new Borrowers with annual revenue ranging from 2M-25M by performing cash flow, collateral and guarantor analysis* Adjusted borrowers’ risk rating by reviewing payment activities and updated quarterly financial statements* Coordinate with relationship managers, loan processors, and loan servicing in managing existing credits