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Education Background


Bachelor of Accounting, ACCA

Shanghai International Studies University
  • GPA 3.4/4.0, Second-class Scholarship, Third-class Scholarship
  • TEM 8, TEM 4, CET 6, CET 4
  • 12 courses of ACCA passed (total 14), Certificate of Accounting Professional

Work History


Project Associate

Phoenixtree Capital
  • Phoenixtree Capital is a botique investment bank which provides financial advisory service founded in 2014. We focus on Pre-A to D round cases in  TMT/Enterprise service/ Fintech/ Entertainment industry
  • Build the business model based on the industry tendency analysis. Make list of recommended investment institutions, pitch book and road show material, including teaser, oral introduction, storyline and road show PowerPoint
  • Connect VC/PE investors and introduce projects to investment institution. Arrange founders make road shows and communicate with investors about their feedbacks to help improve toad show presentation. Follow up investors and prepare datapack, financial model, term sheet and other financial/ legal due diligence material
  • Successfully close 5 projects, whose total amount more than 200 million RMB. 

Knowledge Associate

Capvision Partners
  • Capvision is a world-leading primary research and business services platform that facilitates knowledge transfer between investors
  • Provide knowledge assistance to global investment clients, such as private equity, venture funds, mutual funds and hedge funds based on consultation with industry expert. Gather industry insights from expert to facilitate clients to make a better investment decisions
  • Analyze industry tendency regularly and maintain a close relationship with clients and experts

CEO Assistant

  • Help to finish industry analysis report of Business Intelligence and Artificial Intelligence, including industry history, competition pattern, the comparative analysis of top leading companies
  • Analyse the industry chain and make PPT on Wechat platform, which number of readers reach more than 10 thousands

Consultant Intern

  • Took part in SPI compliance project and DOW's internal control consulting project, assisted project manager to complete assigned work. Analyze client's work process, make interview with staff and comfirm Risk Control Matrix according to degree of impact
  • Check the implementation of control, decide the test plan by risk level. Complete Testing Paper of Treasury and Procument. Daily reprot of working status and eliminate questions made by senior team members and clients

Transaction Advisery Service Intern

Grant Thornton LLP
  • Took part in an M&A Due Diligence project in Beijing Hualian. Assisted the team to finish the Financial Due Diligence Report. Assisted to finish several reports, analyzed the financial performance through accounting data and made graphs
  • Worked on about 1000 lease contracts which constitute the major revenue of the acquired company to assure the authenticity and completeness of financial reports. Analyzed the change of unit revenue by area, floor and nature of business

Finance Intern

Detong Capital Investment Company
  • Learned the working process in private equity company. Recorded the accounting vouchers by Yongyou. Organized the accounting documents, bank statements and balance sheet
  • Assisted staff and the auditors to communicate and prepare relevant materials

Campus Activities


Team Member

National Excellent Entrepreneurial Project in Challenge Cup Competition
  • The purpose of Challenge Cup is to cultivate our business sense and simulate the entrepreneurial process. I took part in 2 competitions and the second project won the national program venture capital to start up the program
  • The program was to build up College Students Volunteer Platform in order to eliminate the commission from the exhibition agency and we collected operational data of 8 exhibitions. Our team worked out the whole set of business plan to demostrate the model. I was responsible for the finance part in the business plan

Start-up member

Mr. Finance
  • Mr. Finance is built up to help college students to better prepare for the finance career development and cultivate international business vision through Elite Campus Talks, Internship programs, Mock Trading Contests and various activities
  • Worked as Market Director and was responsible for the brand management. Started Mr. Finance Club of Songjiang University Town, organized Mock Trading Contests Training in 2013, many Elite Salons and Campus Talks. Run online publicity channels, like Wechat public platform (fans increase from 4000 to 16000+), Weibo and other new media platforms. Analysed the strategy to attract the target users and implement marketing plan
  • Good at designing and making publicity materials and project management. Took part in the FXCM Mock Trading Contests with margin of 23%


Annual Outstanding Volunteer

College of Economics and Finance, SISU/Shanghai Association for the Disabled
  • I like spending time to make friends and help others in need and joined a lot volunteer programs in spare time. I taught English to the whole class of chlidren for a year and did tutoring to 2 disabled children
  • Be awarded as "Annual Outstanding Volunteer" by College of Economics and Finance
  • Be awarded as "Outstanding Volunteer" by Shanghai Association for the Disabled