Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- UO
Work Experience
2023 - 2023
Investments
2023 - 2023
2021 - 2022
Investments
2021 - 2022
2020 - 2021
Corporate development
2020 - 2021
1. Supporting capital raising, deep financial analysis, investor relations and special projects (including M&A) for the Company: - Supporting the CFO on all capital (equity) raising from global investors for the business and special projects (new business expansion or M&A) - Developing detailed financial models and projections for the business - Conducting business, competitor and market analysis - Preparing presentations and notes for investor updates, presentations for Board of Directors and some marketing materials - Project management: work closely with all lines of the business including relevant business units, finance and accounting. - Support additional requests from investors on business updates or legal requests 2. Finance business partnering: - Closely interacting with business units in both operations and management. The role is to provide 'real time' support and analysis, to be a trusted adviser and to add value that will assist in decision making. - Performing the financial and operating analysis to enable decision making - Supporting line manager/direct supervisor in company’s performance analysis about actual performance along with forecasting/budgeting (by business units, use case, product, merchants, campaign…). - Providing financial analysis, consultation and insights to Business units through preparation and evaluation of financial scenarios and models to support business decision making. - Monitoring the performance of the initiatives/campaign and provide the recommendation to business project owners. - Ad-hoc conducting the financial analysis to identify the efficiency and effectiveness of business activity and the profitability/contribution of business units/products.
2018 - 2020
Senior Associate - Transaction Advisory Services
2018 - 2020
• Performing industry and company research, analyzing financial and operational results of the Client companies through reviewing accounting records and company documents, visiting their sites and conducting interviews with management • Advising the Clients on their growth strategies, restructuring strategies and transaction strategies to achieve their business and financial goals, whether they are acquiring, divesting assets or expanding their businesses • Assisting the Clients with preparation of marketing materials (teasers and information memorandum) and other arrangements for their M&A transactions • Specializing in real estate, technology, garment & textile, tourism, manufacturing and actively advising on other notable deals
2017 - 2018
Financial Analyst - Valuation & Feasibility study
2017 - 2018
• Conducted formal appraisals of real property or land in terms of its highest and best use before it is sold, mortgaged, taxed, insured, or developed by making on site visits, inspecting property, interviewing clients and valuating properties to establish market values using internal and external sources • Examined all variables that impact property’s present or future value as well as accessed current local market condition to perform feasibility studies for potential real estate projects • Prepared reports that fully explain assessment results and outlining methods used
2017 - 2017
Brand Marketing Finance Intern
2017 - 2017
1. Brand Support Expenditure Tracking - Consolidated and modeled the budgets for all BAT brands - Released and kept track those budgets based on the updating marketing plans and actual market conditions - Created Purchase Orders (PO) for brand expenditures and monthly tracking PO status vs actual expenditure to identify any financial saving if available - Supported marketing team in budget-related cases - Reviewed and updated research and Agency spend 2. Monthly reports - Prepared reports for monthly actual brand marketing expenditure - Provided the commentary for actual spend and highlighting any action needed 3. Team Admin - System maintenance and provided necessary support to Brand Marketing Finance team - Ensured internal BAT compliance Other Ad-hoc tasks
2016 - 2017
Finance Intern
2016 - 2017
- Working time period: Oct 10th - April 14th · Led the project on fixed asset management for Intel Vietnam to make sure that physical asset data of 2000 tools match with the data in the book including planning how to execute the project, physical asset audit, contacting related parties to investigate any mismatch cases and proactively supported other assigned tasks · Audited withholding tax rates assigned by the system for all transactions for the period from 2009 to 2016 · Worked with Custom Team in custom tracking management project including monitoring data of the export declaration process and liquidation process of fixed assets to keep Intel legal · Involved with Risk Management Team in developing “Intel Code of Conduct 2017” and holding a series of control workshops for all Intel Vietnam employees · Joined in a project related to facilities direct cost management by working with outside service provider to find the underlying reasons for the uncompetitive costs of Vietnam site compared to other Intel sites
2016 - 2016
Equity Analyst Intern
2016 - 2016
- Working time period: July 11th - Oct 10th • Reviewed and improved the valuation models for single stocks based on the economic condition, industry cycle and company specific characteristics • Prepared weekly & monthly reports about Vietnamese equity market with regard to Vietnam equity index fluctuation, market liquidity, which events happened within the time period and how foreign investors reacted to those events • Monitoring data about the competitiveness of all open-ended funds in Vietnam and proactively supported other assigned tasks