Highlights:
Expert Financial and accounting skills with a strategic and operational orientation:
Deep experience solving unique, challenging business issues, that not only involve financial, accounting and regulatory complexities, but also such issues that impact the Co’s business model, strategic focus, operations, marketing and legal. Through my experience on 100s of deals, US National office on site experience/decades of interaction as well as other financial reporting, SEC, valuation, treasury, corporate finance, HR management, forensic accounting, internal control review and other projects I have deep practical and technical expertise in these areas.
Extensive financial strategy and hands-on experience with capital-raising:
Extensive experience across the entire capital raising cycle, from VC, PE, Corporate investments, Pre-IPO stage, IPO process, Post IPO secondary debt or equity deals, spin-offs, divestitures and carve-outs.
Leading high-functioning and motivating Partners and Staff:
Decades of experience growing and working with exceptional staff from Seniors to the Partner level, having lead the growth of both our London and HK/China Capital Markets Accounting Advisory teams from 2 to 150+ staff through internal and external hires. I have been called a natural leader, decisive and able to drive consensus through collaboration, empowerment and listening; allowing me to make well informed decisions; all of which ensures leadership performance.
Companies I like:
Pre IPO, Large Cap Public Companies, PE portfolio Co's across various industries e.g., Health care, Technology
Growth oriented, energetic financial executive serving Private Equity Portfolio Companies, Multi-National and Mid-size Pubic Companies with extensive experience in U.S., global and cross border deals, including, pre IPO readiness, IPOs, debt, equity fund raisings, mergers & acquisitions, due diligence and divestures driving successful deal value aggregating more than US$30 billion.
During my 27+ years with PricewaterhouseCoopers US/UK/HK (PwC), my partner-owner role involved integrating, developing and managing finance teams, including systems & controls design, sourcing and implementation, board & audit committee activities, C-suite, regulators and other stakeholder interactions.
In my advisory role I constantly stepped into the shoes of CFOs, Controllers and other Executives to advise and solve complex SEC regulatory, multi-GAAP financial reporting regulations and practices, treasury, deal valuation, risk management and human resource advisory issues.