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FINANCE | RESEARCH | ADVISORY

Turning Analysis Into Practical Business Insight


From financial modelling to industry research,

I build structured insight that supports clearer business decisions.

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About me

Finance, Research and Commercial Thinking

My background brings together finance study, analytical training and practical exposure across advisory, audit and research-based work. I am interested in using structured thinking and financial analysis to support clearer business and investment decisions.

Experience

Professional Journey

A track record developed across banking, advisory, audit and financial analysis, with exposure to financial modeling, business research, client-facing work and commercial execution.

Corporate Banking

ICBC

Present

Business Advisor

Forever Yang

2026

Trainnee

China Everbright Bank

2025

Auditor

EY

2024

Financial Analyst

TaiPing CO., LTD.

2023

Corporate Banking

ICBC

Present

Business Advisor

Forever Yang

2026

Trainnee

China Everbright Bank

2025

Auditor

EY

2024

Financial Analyst

TaiPing CO., LTD.

2023

What I worked on

Athlete Foundation Structuring Project

Supported the development of a foundation concept for a prominent Australian sporting figure, including mission framing, governance considerations, operating model design and funding pathway thinking.

ASX IPO Structuring Framework

Contributed to an IPO preparation framework for an Australian healthcare business, with focus on listing logic, transaction structure, investor narrative and readiness considerations.

Virtual CFO Advisory Project

Supported a retail and hospitality business through Virtual CFO-style analysis, including cash flow thinking, operating performance review, commercial planning and decision support.

Revenue Forecasting & Business Analysis

Built revenue forecasts, analysed operating performance and supported pricing decisions, expansion planning and brand valuation work for new store discussions.

Experience

Professional Journey

A track record developed across banking, advisory, audit and financial analysis, with exposure to financial modeling, business research, client-facing work and commercial execution.

Corporate Banking

ICBC

Present

Business Advisor

Forever Yang

2026

Trainnee

China Everbright Bank

2025

Auditor

EY

2024

Financial Analyst

TaiPing CO., LTD.

2023

Corporate Banking

ICBC

Present

Business Advisor

Forever Yang

2026

Trainnee

China Everbright Bank

2025

Auditor

EY

2024

Financial Analyst

TaiPing CO., LTD.

2023

What I worked on

Athlete Foundation Structuring Project

Supported the development of a foundation concept for a prominent Australian sporting figure, including mission framing, governance considerations, operating model design and funding pathway thinking.

ASX IPO Structuring Framework

Contributed to an IPO preparation framework for an Australian healthcare business, with focus on listing logic, transaction structure, investor narrative and readiness considerations.

Virtual CFO Advisory Project

Supported a retail and hospitality business through Virtual CFO-style analysis, including cash flow thinking, operating performance review, commercial planning and decision support.

Revenue Forecasting & Business Analysis

Built revenue forecasts, analysed operating performance and supported pricing decisions, expansion planning and brand valuation work for new store discussions.

Experience

Professional Journey

A track record developed across banking, advisory, audit and financial analysis, with exposure to financial modeling, business research, client-facing work and commercial execution.

Corporate Banking

ICBC

Present

Business Advisor

Forever Yang

2026

Trainnee

China Everbright Bank

2025

Auditor

EY

2024

Financial Analyst

TaiPing CO., LTD.

2023

Corporate Banking

ICBC

Present

Business Advisor

Forever Yang

2026

Trainnee

China Everbright Bank

2025

Auditor

EY

2024

Financial Analyst

TaiPing CO., LTD.

2023

What I worked on

Athlete Foundation Structuring Project

Supported the development of a foundation concept for a prominent Australian sporting figure, including mission framing, governance considerations, operating model design and funding pathway thinking.

ASX IPO Structuring Framework

Contributed to an IPO preparation framework for an Australian healthcare business, with focus on listing logic, transaction structure, investor narrative and readiness considerations.

Virtual CFO Advisory Project

Supported a retail and hospitality business through Virtual CFO-style analysis, including cash flow thinking, operating performance review, commercial planning and decision support.

Revenue Forecasting & Business Analysis

Built revenue forecasts, analysed operating performance and supported pricing decisions, expansion planning and brand valuation work for new store discussions.

Approach

A few principles behind how I work.

How do I approach a new business or analytical problem?

What kinds of work am I most interested in?

What do I focus on in analysis?

How do I communicate my work?

What am I building toward?

Contact

Let’s Get in Touch

Feel free to reach out regarding internships, projects, collaboration or professional networking.

Contact

Let’s Get in Touch

Feel free to reach out regarding internships, projects, collaboration or professional networking.

Contact

Let’s Get in Touch

Feel free to reach out regarding internships, projects, collaboration or professional networking.