Consulting, Interim CFO, Fractional CFO Services

Strategy consulting, including small business consulting:
o Connect people/businesses between the US and China.
o Advise organizations on high-level decisions objectively, using deep industry and country knowledge to deliver the best results.
o Board director

Management and operations consulting:
o Advise ways to increase profits, reduce waste, streamline operations, and improve performance.
o Transformation and simplification: Design, develop, and implement more effective and efficient processes for productivity and cost optimization.
o Turnaround.
o Development of Business Continuity Process

Financial consulting:
o Merger and Acquisition (M&A) end-to-end (sell and buy side): Due diligence, valuation, deal making / contract negotiations, restructuring, business combination accounting and disclosure.
o Financial budgeting, forecasting, planning, US GAAP and IFRS financial reporting, and SEC, HK, PRC listing reporting.
o Data analytical to support business and operations decisions.
o Internal controls: process design, development, implementation to meet all financial reporting regulatory requirements.
o Preparing company for public listing: governance, processes, and controls, preparation of listing documents with company’s bankers

Risk and compliance consulting:
o Legal entities, organization, governance, and policy design, development, and implementation.
o Business, functional, and contractual level process design and development to mitigate companies’ risks while maximizing business opportunities.

IT consulting:
o Computer programming, data, and analysis
o Variety of subspecialties, including software development, network architecture, computer systems analysis, social medical platform design and development.

Result-driven and proven CFO with complementary general management and operational background. Uncommon blend of industry experience in automotive, biotech / healthcare / pharmaceutical, education, and public accounting providing unique and valuable perspectives. A leader anticipating and leading changes by developing innovative solutions to finance and business challenges.
Key Qualifications:
• Strategic initiatives and risk management.
• General financial management, including budgeting, forecasting, financial planning and analysis (FP&A), and related business controls.
• Corporate treasury management, including hedging transactions.
• Capital market, debt and equity financing, and banking relationships.
• International legal entity structuring and restructuring, cross-border transactions, and taxation.
• Corporate due diligence, carve out, turnaround, mergers and acquisitions (M&A). Structuring and streamlining processes to reduce costs and improve efficiency.
• Contracting, procurement, manufacturing, and supply chain management.
• Policies, processes and procedures design, implementation, and improvement.
• Internal controls and audit.
• Accounting and Financial Reporting under US, IFRS, PRC (China) GAAP. SEC filing and reporting.

Companies served:
• Hasten Biopharmaceutical Co., Ltd., a start-up biopharma
• Avenues, The World School
• Bristol Myers Squibb Company
• General Motors

Major clients serviced:
• Acorda Therapeutics
• Celgene Corporation
• L’Oreal
• Panasonic
• Ricoh
• Roche
• Siemens Healthcare
• Viro Pharma