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Max Investment:
Target Investment:
2023
2023
2020 - 2022
2020 - 2022
Key Accomplishments: • Reduced revenue forecast miss by 20% via building bottom-up model integrating sales ops datasets • Eliminated cost overrun, which used to be 10-20% monthly • Successfully implemented a FP&A tool to automate processes and improve controls • Supported fund raising - eight-digit dollar amount raised in two years Key Activities: • Constructed and managed a driver-based five-year financial model with P&L, Balance Sheet, and Cashflow • Business partnered with C-Suites to improve operation efficiency by increasing data integrity, streaming line processes, and implementing KPI tracking system • Managed analysts and prepared monthly variance analysis reports, and quarterly board meeting materials • Created comprehensive models for what-if scenario analysis to support strategic decision makings • Established quarterly benchmarking process against industry peers
2018 - 2020
2018 - 2020
• US Head for Fosun Insurance Technology Group, covering insurtech investment overseas, responsible for deal sourcing, due diligence, portfolio management, and exit; a pioneer in insurtech space, started investing in insurtech since 2015; • Led the investments and serve as Board Observor of insurtech startups: Snapsheet (Series C), Roost (Series B), and Sure (Series Seed); Participated in investments of US fintech startup Earnest (Series B) and the acquisition of an Europe life insurer; • Built industry network in US from scratch, interview 200+ startups annually, work closely with top tier VC/PE, serial entrepreneurs, accelerators/incubators, strategic investors, vendors, and angel investors;
2017 - 2020
2017 - 2020
2017 - 2020
2017 - 2020
2016 - 2018
2016 - 2018
2014 - 2018
2014 - 2018
Fosun Group is a privately-owned conglomerate with $100bn+ AUM. Fosun RZ Capital is the VC arm. I was responsible to cover fintech in North America. • Participated in investment and exit of Earnest (Series B); • Created original research in sectors including P2P Lending, Robo Advisor, Crowdfunding, Real Estate, Insurtech, etc.; • Built industry network in US from scratch, interview 200+ startups annually, work closely with top tier VC/PE, serial entrepreneurs, accelerators/incubators, strategic investors, vendors, and angel investors; • Explored Brazil and Israel market alone and established local VC/startup network • Sourced 5+ LP opportunities for Fosun Group in US
2013 - 2013
2013 - 2013
• Co-authored initial report on Urenco with Managing Director and attracted 100+ views in first week; led analysis on nuclear enrichment industry, and built model to project ten-year global demand of uranium • Modelled 20 year power supply and demand for sub-European markets; methodology was later adopted by entire team and offered essential arguments for two important research papers on leading European utility companies • Published internal comments on European renewable incentive schemes, energy efficiency, and carbon price; wrote postviews for Q1 results of European utilities • Reduced production time of daily marketing mail by 50% via automating data crunch process and coordinating different team members
2012 - 2012
2012 - 2012
• Valued 21 stocks from eight sectors with DCF, SOTP, and peer ratio; presented results in weekly meetings • Realized 15% alpha in six months from SABMiller based on independent beer market research • Achieved 26% alpha in eight months from Metro AG after communicating directly with CEO at investor conference
2009 - 2011
2009 - 2011
• • The first for-profit organization in China to offer international activities to high school students, acquired at $5M by a public company in 2012; • As COO, led operations of international-travel-based events with total participation over 3000 students each year; established KPIs to improve business process and increased customer satisfaction by 30%; managed a team of 10 • As CFO, managed a $2M P&L, grew pre-tax profit margin by 25% by implementing esstienal finance processes.