Join UA3 as CFO and drive financial strategies that empower underserved communities in NYC. Collaborate with leadership to ensure sustainability, oversee budgeting and compliance, and lead resource development. Be a visionary partner in advancing UA3’s mission through strategic planning, financial stewardship, and impactful partnerships.

Collaborated with cross-functional teams, including tax, operations, data analytics team, human resources, and contract review teams, to gather and synthesize critical data for a comprehensive diligence report.Coordinated with external advisors to ensure the timely and accurate flow of information throughout the M&A process.Led the acquisition and divestiture process, from negotiating the letter of intent to financing and closing.Prepared due diligence reports and presented them to senior partners and clients.Assisted in the preparation of the closing funds flow memo.Analyzed financial forecast model and validated the alignment with deal strategy.Conducted financial and operational analysis, including operational metrics, revenue margin analysis, freecash flow analysis, LBO model validation, and closing working capital assessment.

 Work closely with the management at public companies within the Consumer Market and Industrial Product sectors to provide financial statement and regulatory reporting audit (10K) and review services (10Q) Research new accounting guidance, summarized related changes for management, and tested implementation of them (including ASC 606 revenue and ASC 842 leasing)  Responsible for complex accounting and designing testing procedures for high risk areas, including business combinations, fixed asset valuation, inventory reserve valuation, lease impairment, revenue recognition and stock compensation

 Perform three financial statement audits for real estate funds, retail companies in accordance with GAAS Conduct audit procedures and proactively communicate with senior audit members and client management to meet deadline requirements Utilize accounting guidance to research and resolve financial reporting issues Clients include: Arc Property Trust, Metropolitan Funding Corp, LFX Jewelry

 Performed buyer side analysis for target companies, including financial and operational due diligence Participated in management meetings and assisted in final presentation with client

 Conducted valuation analysis using DCF and comparable analysis for mining companies in Africa and Canada Developed detailed industry analysis, company profiles, and formatted drafts for client presentations

 Drafted and rolled over work-papers for clients’ major accounts; updated cash and receivables confirmation logs Assisted in preparation of audit scoping and risk & control documents; conducted walk through inquires with clients on revenue recognition process Clients include: China Poly Group Corporation, China CNR Corporation (Fortune 500)

 Assisted in developing corporate strategies for penetration of the Chinese market Redesigned promotional approaches and initiated the “Free web-seminar”, which successfully increased brokerage client base by 15,000 Coordinated corporate recruiting events; trained and mentored three interns for cooperation strategy department