Sector Experience
Consumer Goods
Financial Services
Healthcare
Real Estate
Technology
Languages
English
French
Mandarin
Experience
Lord Hobo Brewing Company
Finance
Director of Finance
3/2018 - Present
Dynamic and fast-growing (~30%+Y/Y) craft brewer with ~$17m target run-rate Revenue in 2019
• Quickly promoted from Consultant to Director of Finance within six months, leading a team of three individuals
• Led restructuring of operations reducing $2m run-rate overhead and payroll costs over a two year period
• Led two debt refinancing’s within a nine-month window, for $1.0m, and then $4.1m: LC $1.5m + TD $2.6m
• Quickly promoted from Consultant to Director of Finance within six months, leading a team of three individuals
• Led restructuring of operations reducing $2m run-rate overhead and payroll costs over a two year period
• Led two debt refinancing’s within a nine-month window, for $1.0m, and then $4.1m: LC $1.5m + TD $2.6m
US SaaS Company / Private
Corporate Strategy & Development
Advisor
9/2017 - Present
Assisting co-Founding CEO and CTO of US based SaaS company focusing on license & royalty revenue management start-up in in business development activities.
Assisted with RFP and SOW documentation and proposals.
Crafted new marketing materials/collateral for presentations to investors and potential clients.
Recruited new development/engineering team members.
Assisted with RFP and SOW documentation and proposals.
Crafted new marketing materials/collateral for presentations to investors and potential clients.
Recruited new development/engineering team members.
Healthcare IoT Company / Private
Start-Up
Advisor
2/2018 - Present
Assisting a US start-up enabling non-invasive vital sign monitoring with capital raise and long-term planning.
Advising the start-up on contract negotiations and investor negotiations.
Building the investor materials and VC return model.
Advising the start-up on contract negotiations and investor negotiations.
Building the investor materials and VC return model.
CIMB Group
Finance
Director
11/2011 - 2/2017
Rapidly promoted twice over a period of two years to Director reporting to the Chief Financial Officer of the Group
Hands-on leadership role in CIMB’s finance team, leading submissions to Executive Committee and Board.
Over ~US$2b+ of total transaction value.
Led, negotiated, and executed 2 JVs with MNCs.
Hands-on leadership role in CIMB’s finance team, leading submissions to Executive Committee and Board.
Over ~US$2b+ of total transaction value.
Led, negotiated, and executed 2 JVs with MNCs.
eFront
Start-Up
Consultant
6/2008 - 4/2010
FinTech cloud SaaS start-up providing data and report driven services for investors.
Led business development efforts including: sales, recruiting/hiring/training the team, and HR/benefits.
Participated in securing 5 new clients, including: OPERS, OPTrust, and TIAA-CREF, sales grew ~8x from base of ~US$0.7K.
Led business development efforts including: sales, recruiting/hiring/training the team, and HR/benefits.
Participated in securing 5 new clients, including: OPERS, OPTrust, and TIAA-CREF, sales grew ~8x from base of ~US$0.7K.
The Chart Group
Finance
Senior Analyst
6/2005 - 6/2008
Promoted twice over a period of two years, ultimately Senior Analyst.
Participated on 10+ buy and sell-side transactions (including VC deals), on ~US$300m of transaction value.
Participated on 10+ buy and sell-side transactions (including VC deals), on ~US$300m of transaction value.