Weisi Liao, Mba Email & Phone Number

California, United States

California, United States

Purchase, NY, US

• Own enrollment and revenue forecast models. Initiated process automation and developed dashboards to improve work efficiency via Python & SQL and achieved 100% improvement goals.
• Deliver monthly analytics and reporting, quantify business impacts, and synthesize actionable insights for executive decision-making and annual operating planning. Built finance models from scratch.
• Collaborate and build relationships with cross-functional teams including Supply Chain, Sales and Marketing, Data Science, Accounting, Product, and Engineering on strategic, analytical, and reporting initiatives.

Purchase, NY, US

Nanjing, Jiangsu, CN

• Performed market research and financial modeling; supported fundraising & cross-functional strategic initiatives.
• Analyzed industry trends, competitor landscape in the Electric Vehicle / Automotive industry. Presented financial summary and business insights to senior management, highlighting opportunities & concerns.
• Analyzed various datasets and updated the internal financial models based on new data-points.
• Identified partnership opportunities and drafted presentations targeting potential strategic partners.
• Maintained the database to track investor interactions, developed a new database to improve efficiency. Sourced 30+ potential investors.

New York, New York, US

• Conducted industry & market research, deal sourcing, financial modeling, and due diligence.
• Analyzed market trends with a focus on traditional industries covering the consumer, manufacturing, and health care sectors. Engaged with CEOs and Investment Banking professionals to identify and qualify interesting.
• Reviewed and accessed business plans, analyzed financial statements, built financial models (Leveraged Buyout Models) to evaluate investment opportunities. Prepared investment memos, presentations and transaction.
• Conducted and coordinated financial and legal due diligence on prospect companies, drafted the Intention of Interest and Letter of Intent to target companies.

Boston, Massachusetts, US

• Conducted market analysis, deal sourcing, and partnership development. Collaborated with portfolio company on operational improvement strategic initiatives.
• Analyzed technology industry trends in enterprise software in U.S. and Europe covering SaaS-based Fin Tech, Reg Tech and Health Tech areas. Sourced investment opportunities and assessed product, technology, business.
• Evaluated Mergers and Acquisitions opportunities to enhance product offerings of current investments based on investment metrics. Built and maintained strategic partnerships with 40+ companies’ senior leadership teams.
• Prepared investment memoranda. Collected competitive intelligence and mapped market/industry segments. Assisted in drafting NDAs.

Boston, Massachusetts, US

San Jose, CA, US

• Served as an MBA consultant in Cisco Boston during the Management Consulting course.
• Designed pricing structures for one cloud-based Cisco Security product to increase the firewall portfolio revenue within one year; built and maintained client relations.
• Delivered final presentation based on market research, customer interviews, financial analysis, quantitative models, and organizational positioning to the senior management team.

Wuhan, Hubei, CN

• Completed rotations in HQ Operations & Management Dpt. and Wuchang Branch. Collaborated with the product and engineering teams. Supported the decision-making process.
• Worked cross-functionally on the banking system upgrading project, delivered solutions to business requirements by coordinating the development and testing of software & platforms.
• Led regional teller assessment project testing skillsets of 1000+ tellers.
• Outperformed in financial product sales, attaining the best seasonal sales ranking in the branch.

Beijing, Beijing, CN

• Supported manager in daily administrative tasks, and liaised between departments and branches. Assisted with data management and analysis.

Master Of Business Administration - Mba, Finance, General

Master Of Science (Msc), Financial Forecasting And Investment

Exchange Student, Economics

Bachelor'S Degree Of Economics, Finance