Functional Skills

Accounting
Financial Planning & Analysis (FP&A)
Financial Modeling
Financial Statement Preparation
Forecasting / Projections
Technical Accounting
Benchmarking
Business Analysis
Business Analytics

Sector Experience

Financial Services
Social & Public Sector

Languages

English
Mandarin
Big 4 Accounting
Top Consulting Firms

Experience

College of DuPage Accounting
Adjunct Faculty
9/2023 - Present
Teach undergraduate students Financial Accounting
CP Partners Start-Up
Partner
8/2014 - Present
Build and manage start-up accounting practice for churches and non-profits - providing attest, tax, and business valuation/modeling services.
Judson University Accounting
Assistant Professor
8/2015 - 7/2023
Teach accounting and finance courses at the undergraduate and graduate level.
Goodcity Accounting
Director of Finance and Accounting
3/2015 - 7/2017
Oversee finance and accounting for $2.0mm not-for-profit
McGladrey Management Consulting
Manager
1/2012 - 8/2014
Perform valuation and consulting services for financial reporting and litigation support purposes.
• Value enterprise, debt, and equity positions of portfolio companies for business development companies
• Build leveraged buyout models in Excel to evaluate subject company viability
• Review third-party and management prepared valuations to assist middle market audit teams
• Develop Option Pricing Methodology (OPM) Excel models for the Valuation group
Ernst & Young (EY) Finance
Manager
9/2003 - 7/2011
Identify, quantify, and manage risk through the valuation of private companies, derivative instruments, and other complex securities for financial reporting, tax, and management planning purposes.
• Value equity derivatives under ASC 718, ASC 815, and ASC 820, including employee stock options, restricted stock units, warrants, and convertible notes
• Model complex securities using stochastic and probabilistic modeling techniques, including Monte Carlo simulations and lattice models
Deloitte Accounting
Senior
6/2002 - 8/2003
Perform and oversee audit and consulting assignments in the financial services and government industries.
Arthur Andersen Accounting
Associate Auditor
8/1999 - 5/2002
Complete audit and consulting assignments in the financial services and government industries.