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张叶 CPA CGA

张叶 CPA CGA

Bankruptcy Analyst

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location of 张叶 CPA CGAShenzhen, Guangdong, China

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  • Timeline

  • About me

    PwC,Advisory-Valuations

  • Education

    • University of Toronto

      2004 - 2008
      Bachelor of Commerce (B.Com.) Specialized in Accounting and Finance, majored in Economics

      Major Courses: Financial Accounting Fundamentals, Micro & Macro Economics, Asian Economic History, Business Law I & II, Financial Accounting: Assets, Business Quantitative Analysis, Management Accounting Fundamentals, Business Communication, Financial Accounting Liabilities & Equities, Real Estate and Mortgages, Corporate Finance Fundamentals, Managing Information Systems, Financial Accounting:Consolidations & Advanced Issues, External Auditing, Personal & Corporate Taxation, Advanced… Show more Major Courses: Financial Accounting Fundamentals, Micro & Macro Economics, Asian Economic History, Business Law I & II, Financial Accounting: Assets, Business Quantitative Analysis, Management Accounting Fundamentals, Business Communication, Financial Accounting Liabilities & Equities, Real Estate and Mortgages, Corporate Finance Fundamentals, Managing Information Systems, Financial Accounting:Consolidations & Advanced Issues, External Auditing, Personal & Corporate Taxation, Advanced Management Accounting, Information Systems Strategy, Advanced Corporate Finance, Advanced External Auditing, Internal Auditing & Controls.Minor Courses: Astronomy I & II, Geology, Physics, Biology. Show less

  • Experience

    • Kunjar Sharma & Associates Inc. (Trustee in Bankruptcy)

      Nov 2008 - May 2010
      Bankruptcy Analyst

      Provided bankruptcy / proposal services to clients based on their financial status.

    • OANDA

      May 2010 - Feb 2013
      Fund Management Associate / Trade Investigator

      Allocated funds for clients to avoid margin calls by collaborating with banks globally; conducted investigation for trades closed by spikes during news release.

    • Onrise Limited(Wire Harness Company)

      May 2013 - Jul 2014
      Executive Assistant

      Responsible for business daily operation and oversea business development; established and maintained good relationship with domestic auto makers i.e. BYD, Zoomlion, SANY.

    • Kyocera International – Communications Equipment Group

      Aug 2014 - Dec 2015
      Financial Analyst

      Performed cost forecasts / budgets for monthly procurement, improved the accuracy of operation forecast by 8% and reduced the monthly administration costs by 25%.

    • PwC

      Jan 2016 - Mar 2021
      M&A Advisory Manager

      Provide M&A advisory and valuation modelling, with a focus on New E-commerce, Healthcare, Logistics industries:- Discover financial and business issues through interviewing management/customers/competitors/key opinion leaders/experts and analyzing industry and company operation and financial data.- Build valuation models through analysing quality of earning, debt and debt like profile, working capital and capital expenditure.- Draft and review Share Purchase Agreement through reviewing closing mechanisms, laying out calculation adjustment etc.- Propose post-deal integration suggestions. Show less

    • Haoyue Capital

      Mar 2021 - now
      Investment Manager

      HaoYue Capital is a leading boutique investment bank in Shanghai. It works with the best entrepreneurs in healthcare sector providing private placement, M&A advisory, research and financial services.

  • Licenses & Certifications

    • Series 3 National Commodity Futures

      Financial Industry Regulatory Authority (FINRA)

    • Series 34 Retail Off-exchange Forex

      Financial Industry Regulatory Authority (FINRA)

    • CPA Canada

      Chartered Professional Accountants of Canada (CPA Canada)