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Work experience

Sep 2006Jul 2008

Senior Associate


Senior Associate

•Audited annual tax reports and corporate tax documents from clients and applied tax regulations to increase client savings.

•Applied special tax regulations to save $50,000 for publicly listed company.

•Increased audit fee by 10% during the second year due to internal control advice and tax savings.

•Analyzed the probability of initial public offering for bio-tech company; stock price rose from $0.75 to $2.15 and revenue increased 160% since offering.

•Organized annual audit schedule and delegated work to 1 team members; executed audit procedures ahead of schedule.

Junior Associate

• Evaluated quarterly, semi-annual and annual financial reports of investment companies for publicly traded manufacturing, science, and technology corporations in Taiwan, Hong Kong and Mainland China.

•Analyzed clients’ financial statements and presented audit results weekly to senior managers and clients.

•Recommended to clients proper methods for applying internal control and recording accounting ledgers.

•Answered clients’ questions about new accounting policies and corporate tax regulations.

•Conducted a fraud investigation regarding compliance with government and financial regulations.

May 2005Jun 2005


National Tax Administration, Ministry of Finance

•Assisted expatriates, primarily from the United States, with the completion of income tax forms.

•Consulted with managers about specific tax issues.

Jun 2004May 2005

Travel Guide

China Youth Travel Service Co.,Ltd.

•Planned tour itineraries, applying knowledge of travel routes and destination sites around Taiwan.

•Resolved any problems with itineraries, service, or accommodations, and arranged for tour or expedition details such as communicating with bus drivers, restaurants and hotels.

•Led individuals or student and company groups to tour site locations and described points of interest on the bus and at

    the tour site as well as provided activities and shows to student group.

•Verified amounts and quality of equipment prior to expeditions or tours.


May 2009May 2010

Master of Science in Finance

University of Illinois at Urbana Champaign

Specialization in Corporate Finance

Summer: Corporate Finance, Quantitative Method                                                                   

Fall: Investment, Financial Economics, Advanced Corporate Finance, Communication skills                             

Spring: Fixed Income, Financial Derivatives, Merger and Aquisition, Financial Statement Analysis

Sep 2002Jun 2006

Bachelor of Business Administration

National Taiwan University

Relevant Coursework: Financial Management, Intermediate Accounting, Tax Regulation, Advanced Accounting


Analytical Skills
Qualitative Analysis � Quality of Product   - Monopoly power and magnitude of competition   - Price elasticity and consumer loyalty   - Additional capital expenditure to sustain growth   � Quality of Management   - Integrity of management   - Past performance   - Capital allocation decisions     Quatitative Analysis � Financial Statement Analysis   - Balance Sheet (current assets, Interest bearing debts, treasury stocks)   - Income Statement (Profit margins, 10 year earning performance)   - Cash Flow Statement (Depreciation and capital expenditure, financing activities)   - Financial ratios (P/E, debt to equity, profit margins)   � Valuation   - Relative ratios with competitors   - Discounted Cash Flow   - Tornado and Monte Carlo analysis using Crystal Ball