Chief Financial Officer at American Chengyi Investment Management Group (2025)
- Led financial management, planning, and capital strategy across multiple investment and operating entities
- Built financial models and forecasting frameworks to support strategic decision-making and capital allocation
- Partnered with leadership and external stakeholders (banks, investors, legal advisors) to support financing and business growth
- Developed reporting and analysis to improve transparency, performance tracking, and investment evaluation
- Managed financial operations, budgeting, and financial reporting processes across the organization
Chief Financial Officer at ModWash (2023 – 2024)
- Led finance and accounting organization for a high-growth, multi-location operating business (100+ locations)
- Owned budgeting, forecasting, and performance management processes, improving visibility into operational and financial drivers
- Developed and automated executive reporting packages including KPI dashboards and variance analysis
- Drove operational efficiency by restructuring finance organization, reducing costs by $640K+
- Partnered with operations, HR, and external advisors to align financial strategy with business execution
- Strengthened financial controls, tax compliance, and reporting processes across the organization
Chief Investment Officer at StoryBuilt (2021 – 2023)
- Led strategic planning, capital allocation, and financial decision-making across a $3B+ development pipeline
- Built portfolio-level financial reporting and forecasting systems to support executive decision-making
- Standardized financial models and reporting frameworks across multiple business units
- Partnered with leadership and cross-functional teams to drive growth strategy and investment execution
- Oversaw financial performance tracking, risk management, and capital deployment strategies
Chief Financial Officer at Eastone Equities (2014 – 2021)
- Manage the financials, debt and equity financing, accounting, and controlling reporting with heavy involvement in administrative operations for the firm.
- Built and led finance and accounting function for a $500M+ portfolio, including FP&A, reporting, and treasury
- Owned budgeting, forecasting, and variance analysis processes to support operational and investment decisions
- Developed financial reporting and performance tracking systems to improve organizational transparency
- Managed banking relationships, liquidity planning, and capital structure decisions
- Partnered with leadership on cost optimization, operational improvements, and strategic initiatives
- Led financial due diligence, M&A activities, and investment execution
Sr. Associate, Advisory/Valuation at Deloitte Financial Advisory Services (2007 – 2014)
- Provided financial advisory, valuation, and consulting services to investment banks and private equity firms
- Worked with complex financial structures, asset portfolios, and reporting frameworks
- Developed analytical models and financial insights to support investment and strategic decisions
- Collaborated with audit, advisory, and client teams in a professional services environment
Asset Manager at Related Companies (2005 – 2007)
- Supported CFO and executive leadership with financial reporting, budgeting, and performance analysis
- Built reporting systems and operational dashboards across a large portfolio
- Partnered with cross-functional teams to improve financial visibility and decision-making
