Designed and conducted 20+ expert interviews and performed customer segmentation and competition analysis
Populated complex info. from lit research, in a visualised way to 500+ pages deliverables deck, and designed a process strategy, reducing redundancy in team work by 50%
Assisted the team to identify relevant industry information to be collected, and created scenarios and strategies to perform 40+ overseas cold calls, increasing efficiency by 100%
Performed trend/correlation analysis on school size, fees, expansions, international level and graduate placements, and produced 60+ reports and 100+ pages ppt, under the complexity and data difficulty of the HK pre-school industry
Analyzed business scenarios (e.g. insourcing/outsourcing) for each transformation solution, and performed gap analysis by mapping contextual processes and interviewing external vendors
Collected gap data from the client through interviews, and performed cost/benefit analysis and NPV/IRR computations
Tracked and conducted fundamentals decomposition and financial modelling (including sensitivity analysis) for 15+ companies
Led a 5-member team to deep research on key sector topics, including value chain specifics and dynamics, regulation frameworks and MSCI-added A-shares to the US comparables benchmarkings
Drafted regular industrial & 3+ deep company research reports, and prepared for roadshow pitches with research directors
Led a 3-member team to report credit status of subsidiaries based on ratio analysis and liability management, and assisted the manager in advising on the corresponding financing risks and financial controls to the subsidiaries
Improved daily reconciliations and bank acceptance bills processing, increasing volumes processed per day by 20%
Assisted the account manager prepare AR aging analysis, reducing AR 30-day overdue by 15%
Initiated and established a communication strategy for the Foreign Currency office to collaborate efficiently with correspondent banks in different time zones, reducing 1-day delay of SWIFT message processing by 20%
Initiated a database on financial sanctions (e.g. OFAC and FATF) to maintain real-time compliance for operations division
Performed KYC due diligence on Iranian companies, including historical transactions screening and ownership investigations
Drafted the business plan with cofounders, led a 5-member team to pitch to potential sponsors, and managed to guarantee AUD 20k annual sponsorship from an Australian real estate agency, and achieved AUD 30k and 40k profit in 2014 and 2015
Led a team to negotiate partnerships and organized 8+ marketing events, each contributing to 5+ instant tutorial bookings
Developed the reward system and pricing policy to solve tutor bypassing issues and hereby strengthened revenue flows
