Tzu-Yi Wu

Tzu-Yi Wu

Intern

Followers of Tzu-Yi Wu63 followers
location of Tzu-Yi WuNew Taipei City, New Taipei City, Taiwan

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  • Timeline

  • About me

    Manager | EY Transaction Advisory Services

  • Education

    • National Chengchi University

      2013 - 2016
      Master's degree Finance, General
    • National Chengchi University

      2009 - 2013
      Bachelor's degree Business Administration and Management, General
  • Experience

    • Taiwan Excellent Brand Association

      Jun 2013 - Nov 2013
      Intern

      • Conduct thorough analysis of special industries and economic trends and led the 24th issuance of B-paper for members of TEBA• Editor of “Branding100”(Through visiting the CEOs of well-known companies and extracting their branding experience, we edit a reference book of branding for our members.)

    • TransGlobe Life Insurance Inc.

      Jul 2016 - Jul 2017
      Specialized Staff

      • Analyze financial and productivity MIS report to find insight of operating efficiency• Participate in the IFRS 9 implementation project to analyze the effect of financial asset reclassification• Participate in the projects of product and process administration (Project of product for maturity payment beneficiaries has been launched and claim process optimization is in progress.)

    • EY

      Aug 2017 - now
      Manager

      Valuation, Modeling and Economics• Orchestrate valuation projects of equity investments to assist clients in evaluating proposed M&A transactions and for post-transaction financial-reporting purpose- Develop valuation models based on financial report analysis, scenario and sensitivity analyses for business valuation, intangible assets valuation, complex securities valuation, and feasibility analysis- Industry exposure: automotive, financial services, manufacturing, technology, E-commerce, solar module manufacturing, utilities, pharmaceuticals, etc.• Guide Taiwan-listed financial holding companies on the implementation of the IFRS 9 reporting standard and evaluate the fair value of the financial instruments held by clients- Apply the appropriate valuation methodology, including income approach, market approach, or asset-based approach for each investment, and customize the valuation model for clients- The investment instruments cover common shares, preferred shares, government bonds, company bonds, convertible bonds, and employee stock options Show less

  • Licenses & Certifications

    • CFA Level I

      CFA Institute