Functional Skills
Financial Planning & Analysis (FP&A)
Valuation
Financial Due Diligence
Financial Modeling
Cost Accounting
Corporate Finance
Financial Statement Preparation
Certifications
CPACertified Public Accountant
Sector Experience
Financial Services
Manufacturing
Technology
Case Study
Case Studies
Strategic Investment to Overcome Supply Chain & GTM Barriers
Technology
Business Planning
Financial Due Diligence
Forecasting / Projections
Big 4 Accounting
Top Consulting Firms
Experience
Irixi Technologies, Inc.
Start-Up
Co-Founder & Chief Financial Officer
1/2013 - 12/2024
• Co-founded a photonics integrated circuit startup focused on telecom and datacenter applications.
• Raised $50M+ in venture and strategic capital.
• Built and scaled manufacturing operations in China.
• Developed full financial and HR infrastructure from the ground up.
• Led investor communications, cap table management, and board reporting.
• Developed and administered ESOP programs, including equity modeling, cap table management, and legal structuring in coordination with counsel.
• Oversaw legal, regulatory, and compliance documentation.
• Company operations ceased in 2024 due to pandemic-related disruptions.
• Raised $50M+ in venture and strategic capital.
• Built and scaled manufacturing operations in China.
• Developed full financial and HR infrastructure from the ground up.
• Led investor communications, cap table management, and board reporting.
• Developed and administered ESOP programs, including equity modeling, cap table management, and legal structuring in coordination with counsel.
• Oversaw legal, regulatory, and compliance documentation.
• Company operations ceased in 2024 due to pandemic-related disruptions.
Enablence Technologies Inc. (TSX: ENA)
Corporate Strategy & Development
Chief Financial Officer & Board Member
1/2013 - 1/2019
• CFO of a TSX-listed company with major U.S. operations.
• Facilitated investor-led acquisition of a 43% stake to support strategic integration.
• Managed public company financial reporting and investor relations.
• Maintained banking and supplier relationships during financial restructuring.
• Supported CEO in turnaround planning and execution.
• Facilitated investor-led acquisition of a 43% stake to support strategic integration.
• Managed public company financial reporting and investor relations.
• Maintained banking and supplier relationships during financial restructuring.
• Supported CEO in turnaround planning and execution.
China TriComm Ltd.
Finance
Chief Financial Officer
1/2010 - 1/2013
• Led IPO process from strategy through execution.
• Coordinated underwriters, legal teams, and internal functions.
• Designed valuation and budgeting models for decision-making.
• Structured and managed ESOP program in collaboration with legal advisors to support IPO-readiness and executive incentive alignment.
• Negotiated $35M convertible note restructuring to enable IPO.
• Built internal controls and long-term incentive plans.
• Coordinated underwriters, legal teams, and internal functions.
• Designed valuation and budgeting models for decision-making.
• Structured and managed ESOP program in collaboration with legal advisors to support IPO-readiness and executive incentive alignment.
• Negotiated $35M convertible note restructuring to enable IPO.
• Built internal controls and long-term incentive plans.
China Sports Interactive Media
Accounting
Chief Financial Officer
1/2009 - 1/2010
• Stabilized financial operations during a liquidity crisis.
• Improved reporting, tax planning, and investor communications.
• Redesigned revenue recognition and financial statements post-restructuring.
• Improved reporting, tax planning, and investor communications.
• Redesigned revenue recognition and financial statements post-restructuring.
China BioSolutions Group (Warburg Pincus Portfolio)
Finance
Chief Financial Officer & Executive Director
1/2006 - 1/2008
• Led IPO preparation and syndicated loan compliance.
• Delivered GAAP/IFRS reporting and built internal control systems.
• Managed M&A analysis and debt covenant compliance.
• Delivered GAAP/IFRS reporting and built internal control systems.
• Managed M&A analysis and debt covenant compliance.
PricewaterhouseCoopers (PwC)
Accounting
Senior Manager
1/1994 - 1/2006
• Led IPO audits for large clients including PetroChina (NYSE) and COSCO (HKEX).
• Managed a portfolio of 30+ clients, including Fortune 500 companies.
• Member of China practice risk management team.
• Managed a portfolio of 30+ clients, including Fortune 500 companies.
• Member of China practice risk management team.