Wake Forest University School of Business

Fudan University

M&A Transaction Services Senior Consultant at Deloitte

Deloitte

M&A Transaction Services Manager

M&A Transaction Services Intern

•	Worked in 5-person team to develop a preventive healthcare campaign for young people and presented the complete commercial plan to the senior management teams in Cigna for their marketing decisions
•	Built financial models and utilized scenario analysis to forecast Cigna's income and cash flow on the project to determine the marketing and operating budget for the commercial plan

CIGNA

Graduate Business Consultant

•	Analyzed cash portfolio for 100+ multinational conglomerates by monitoring clients’ cash flow and conducting daily foreign currency conversions to determine potential revenue opportunities
•	Collaborated with clients’ treasury departments to analyze working capital, cash utilization, and balance of accounts and to create projections for the product team that provides debts

HSBC

Intern for Department of Payment and Cash Management

•	Collaborated with a 6-person team to provide working capital and accounts payable loans to technology companies that are invested by private equity and venture capital firms and are launching new products and/or expanding in China 
•	Analyzed financial ratios including accounts payable, accounts receivable and inventory turnover rates for 10+ prospective client companies and presented credit reports to senior management to evaluate potential revenue opportunities
•	Performed industry analysis, evaluated the strength of client senior management teams, and performed risk assessment of current loans as part of due diligence process to determine transaction loan rates

East West Bank

Analyst Intern/Technology Banking

•	Analyzed and drafted a 2-page report of financial events based on both domestic and overseas daily financial news and presented qualitative and quantitative data to a 5-person research team to make investment suggestions for clients
•	Reviewed reports written by different securities companies and summarized information in daily meetings to update and educate investment analysts on potential investment opportunities

Karen Tan