Xin Gu Email & Phone Number

Houston, Tx, Us

Louisville, Kentucky, United States

• Led bond issuance from planning, marketing, pre-issuance hedging to execution and settlement• Oversaw the renewal and upsizing of revolving credit facility, enhancing the company’s financial flexibility• Present capital deployment strategy and dividend recommendations to the Board of Directors and senior management• Manage and nurture relationships with existing bank group and develop strategic partnerships with new banking partners• Liaise with credit rating agencies to effectively communicate financial policy and business strategy• Created rating agency credit projection model and reconciled historical financials to improve rating forecast capabilities• Conduct in-depth analysis of long-term forecast model to optimize capital structures and enhance financial flexibility • Direct short-term investment strategy for available cash to ensure efficient management of interest income and expenses• Oversee investments for the pension and 401(k) plans, lead performance reviews in Investment Committee meetings, and implement fund changes to save management fees and improve returns for plan participants

Houston, Texas, United States

• Supported the CFO and Treasurer on capital allocation strategies, including M&A, dividend, liability management and share repurchase strategies; prepared Board of Director meeting materials• Built models for Long Range Planning and develop annual corporate budgets and case scenarios for 10-year analysis• Spearheaded China joint venture financing initiatives; built financial forecast models and led loan negotiations with local banks; collaborated with local business partners including Sinopec and private firms• Worked directly on the deal team for the acquisition of $2 billion Sasol asset and $4 billion bond issuance• Managed relationships with all three rating agencies; presented at quarterly rating agency meetings and reviewed agency writeups; responsible for rating agency publication reconciliations and company credit rating projections• Managed share repurchase program, provided analysis on cash spending forecast for share repurchase and made recommendations for new share buyback programs• Performed lease vs. purchase analysis on precious metal leasing; reviewed storage and transportation leasing contracts• Worked closely with FP&A, Tax, Leasing, Business Development, Real Estate teams on various projects and processes

Greater New York City Area

• Advised the CFO and Treasurer on key financial strategy decisions, including capital structure planning, commodity price scenario analysis, cost of funding and liquidity analysis, dividend policy development, credit rating forecast • Communicated company updates to three rating agencies, coordinated and presented in rating agency meetings• Part of the deal team that completed $340 million Hess Midstream Partner IPO (a 50/50 joint venture with private equity firm)• Supported company capital market activities including credit facility renewal, bond issuance and share repurchase • Performed peer analysis and prepare Board of Director meeting presentation on market and industry updates • Designed interest rate risk hedging strategies, executed swap trades and spearheaded LIBOR transition project• Managed ~$2 billion cash investments in money market funds and time deposits in accordance with investment strategies• Designed and implemented hedging strategies to mitigate the impact of FX rate fluctuations on balance sheet

New York, New York

• Managed trade booking, confirmation and reconciliation for hedge fund with $20 billion asset under management• Developed new businesses and managed relationships with prime brokerages, sales coverage and custodian banks• Revamped trade settlement process by hiring third-party vendor and establishing new reporting process; reduced processing time by 70%

Jersey City, New Jersey, United States

• Managed trade lifecycle for all fixed income products for trading desk with $90 billion asset under management• Led key Dodd-Frank projects such as over-the-counter derivative clearing and mortgage margining initiatives• Created new corporate action process with Bloomberg automation and reduced processing time by 80%

New York, New York

• Reconciled daily trading activities for structured credit desk and managed account updates for over 100 client accounts • Reviewed structured trade documentations and coordinated structured note issuance for new credit deals• Modeled monthly cash flow for structured asset-backed securities and reconciled calculations with trustees

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Engineering, Electrical Engineering