Functional Skills

Accounting
Financial Planning & Analysis (FP&A)
Financial Modeling
Financial Statement Preparation
Forecasting / Projections
Technical Accounting
Benchmarking
Business Analysis
Business Analytics
Business Development
Corporate Finance
Financial Due Diligence
Hedge Accounting
Leadership Development
Private Equity Investing

Software Skills

Microsoft Excel

Sector Experience

Business Services
Financial Services
Social & Public Sector
Technology

Languages

English
Mandarin
Big 4 Accounting
Top Consulting Firms

Experience

DePaul University Accounting
Adjunct Faculty
3/2024 - Present
Teach undergraduate students accounting
CP Partners Start-Up
Partner
8/2014 - Present
Build and manage start-up accounting practice for churches and non-profits - providing attest, tax, and business valuation/modeling services.
University of Illinois Chicago Accounting
Visiting Lecturer
1/2024 - Present
Teach undergraduate and graduate students accounting
College of DuPage Accounting
Adjunct Faculty
9/2023 - 12/2023
Teach undergraduate students Financial Accounting
Judson University Accounting
Assistant Professor
8/2015 - 7/2023
Teach accounting and finance courses at the undergraduate and graduate level.
Goodcity Accounting
Director of Finance and Accounting
3/2015 - 7/2017
Oversee finance and accounting for $2.0mm not-for-profit
McGladrey Management Consulting
Manager
1/2012 - 8/2014
Perform valuation and consulting services for financial reporting and litigation support purposes.
• Value enterprise, debt, and equity positions of portfolio companies for business development companies
• Build leveraged buyout models in Excel to evaluate subject company viability
• Review third-party and management prepared valuations to assist middle market audit teams
• Develop Option Pricing Methodology (OPM) Excel models for the Valuation group
Ernst & Young (EY) Finance
Manager
9/2003 - 7/2011
Identify, quantify, and manage risk through the valuation of private companies, derivative instruments, and other complex securities for financial reporting, tax, and management planning purposes.
• Value equity derivatives under ASC 718, ASC 815, and ASC 820, including employee stock options, restricted stock units, warrants, and convertible notes
• Model complex securities using stochastic and probabilistic modeling techniques, including Monte Carlo simulations and lattice models
Deloitte Accounting
Senior
6/2002 - 8/2003
Perform and oversee audit and consulting assignments in the financial services and government industries.
Arthur Andersen Accounting
Associate Auditor
8/1999 - 5/2002
Complete audit and consulting assignments in the financial services and government industries.