Functional Skills

M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Forecasting / Projections

Software Skills

Microsoft Excel
Microsoft PowerPoint
WordPress
PowerBI
SAP
SAP S/4HANA
AWS
Cloud computing

Sector Experience

Business Services
Consumer Goods
Financial Services
Healthcare
Technology

Languages

English
Mandarin
Cantonese

Experience

Haverhill Family Office Corporate Strategy & Development
Partner
1/2020 - Present
-Acquired a 7-figure EBITDA healthcare business from owner who retired
-Met over 150% of revenue goal in 2020. On track for 175% in 2021
-Launched new Chronic Care Management service offering, increasing revenue by 11%
-Negotiated long term contract with medical billing company and achieved 95% collection rate (industry high)

National Grid Corporate Strategy & Development
Global Lead Business Partner
5/2020 - 5/2021
-Strategic partner and trusted advisor to senior executives including the Chief Strategy Officer and Chief HR Officer.
-Build and maintain strong relationships with C-suite in M&A, Corporate Venture Capital, Strategy & External Affairs, Talent Acquisition, Compensation & Benefits, Inclusion & Diversity, Labor & Employee Relations
-Full cycle budgeting and P&L responsibility
-Finance business partnering

Instacam, Inc. Start-Up
CEO
5/2018 - 4/2020
-Founded a privately funded live video streaming company and finalist at the MIT $100K Pitch Competition
-Built relationships with top VC investors in Boston and China and offered a $7.7M Series A term sheet

Constitution Capital Partners Finance
Investment Professional
8/2016 - 5/2018
-Evaluated and executed investments for a top performing sector specialist in healthcare, consumer and business services
-Closed on $315M buyout of Vee Pak, a family owned personal care product manufacturer
-Closed on $450M buyout of Corelle Brands, manufacturer of brands including Corelle, Corningware and Pyrex
-Closed on $225M buyout of Nonni’s, the largest Biscotti producer in North America

Ares Management Finance
Investment Professional
7/2015 - 7/2016
-Evaluated investment opportunities by conducting company due diligence, industry research, interviewing fund sponsors and preparing financial models using extensive valuation analysis, including LBO modeling and public/transaction comps

Various Start-Up
Various
1/2012 - 5/2015
Various roles held