XINYU JIA

 Supported due diligence and transaction management across 5 deals valued at €10M+
 Prepared detailed financial models for valuation, including DCF, Multiples, and LBO analysis, supporting the structuring and execution of M&A investment projects in EU auto and material industries
 Conducted market analysis and M&A portfolio monitoring for a €20M+ portfolio, using proprietary and third-party data to ensure strategic alignment and optimize outcomes, leading to a 10% increase in investment returns
 Collaborated with cross-functional teams to structure transactions and develop 20+ M&A commercial proposals, enhancing client relationships and securing 3 new partnerships

• Utilized proprietary and third-party data sources to conduct market analysis, new investment research, and portfolio monitoring
• Evaluated investment opportunities through financial statements analysis, business and operation model assessment, and financial modeling
• Assisted with monthly financial close including budgets, forecasts, and cash flows
• Analyzed the results and deviations from forecasts
• Prepared and presented for regular business and sales manager meetings
• Implemented cost center framework with driver analysis and overhead allocation models
• Developed and maintained OpEx, CapEx and funding allocation models to business activities
• Implemented best financial and accounting practices and benchmark internal operations
• Planned, organized, and coordinated the liquidity, working capital, tax credit and audit process
• Collaborated with cross-functional teams to facilitate due diligence and structure transactions

 Monitored and analyzed portfolio performance for 30+ investment opportunities in B2B industry totaling over €30M, implementing data quality controls that improved data accuracy by 20%
 Developed financial models and valuation reports by analyzing financial statements for €5M+ in assets, supporting strategic investment decisions that boosted portfolio returns by 12%
 Created 30+ static and interactive data visualizations to communicate business insights, leading to a 25% increase in decision-making efficiency for directors and stakeholders
 Organized 20+ investment committee meetings and presented new SaaS and Fintech opportunities that contributed to a €20M expansion in the APAC investment portfolio
 Managed due diligence procedures and streamlined transaction processes, supporting successful deal closures and enhancing operational efficiency

• Cooperated with investment department on market and sector studies across 3 counties to identify financing and investment opportunities, appraise financing operations and draft reports
• Utilized proprietary and third-party data sources to conduct market analysis, new investment research, and portfolio monitoring
• Ensured timely collection of information and executed data quality controls including debt metrics, portfolio performance, valuation research, and investment memoranda
• Organized investment committee meetings by presenting new investment opportunities
• Interacted with IBD, auditors, and sales to reconcile cash, tax and manage deal executions
• Analyzed financial statements and prospective financial information to develop valuation reports
• Developed and maintained relationships with senior individuals within the business partners
• Devised the APAC market expansion strategy in collaboration with legal advisors and corporate service providers by conducting operational risk analysis and preparing client proposals
• Collaborated with the auditors and senior managers to reconcile cash and transactions for tax and subsidy purposes
• Collaborated with the sales and senior managers to conduct supplier mapping and pitch the B2B service to premium suppliers and increase product sales volume by 120%
• Conducted 3 industry reports (CN，IN，SG) involving value chain, sustainability trends, regulation, and corporate practices to depict local e-commerce market

- Organized merge deal (Hitachi, Keihin, Showa and Nissin) processes based on Merge Strategy, M&A Search Criteria, Acquisition Planning, Valuation Analysis and Purchase & Sale Contract
- Evaluated target & potential synergies of the deal, and delivered marketing pitches to 5+ C-suite members

- Conducted a thorough marketing proposal for P&G's new flagship products as a team leader, winning 2nd place among 100+ teams
- Performed STP model and built statistical models from 3 different segments targeting the Gen-Z with PESTLE and value chain analysis
- Provided consultations by collecting, analysing, and translating quantitative consumer & market insights of Female depilatory market

• Contributed to all aspects of deal structuring and execution, including comprehensive market research, financial statements analysis and financial projections
• Assisted with designing and processing of technical cooperation assistance, including preparation of internal approval documentation and regulatory investigation
• Undertook assigned projects, including compliance with project agreements and bank disbursement procedures, assessing evolving risk factors and covenant compliance
• Developed models to monitor and analyze the performance of existing investments and assisted in structuring, negotiation, and execution of investment transactions
• Developed and maintained deal database, encompassing debt structuring, bonds, operational metrics, risk factors and asset pool distribution, for credit enhancement purposes
• Conducted financial due diligence and prepared consolidation reports for SocGen and Fitch Ratings’ KYC business to better understand clients’ ownership structure and ESG Scopes

 Conducted detailed financial analysis of potential acquisitions, evaluating key financial metrics, historical performance, and projected growth, leading to informed investment decisions for deals worth over €50M
 Developed and maintained deal databases for a portfolio of over $50M, monitoring and analyzing the performance of M&A investments, which resulted in a 20% reduction in risk exposure
 Conducted market research and financial projections that identified opportunities leading to a 15% growth in the investment portfolio, enhancing corporate governance practices
 Assisted in the structuring, negotiation, and execution of investment transactions worth $3M, ensuring regulatory compliance and improving overall portfolio management
 Proactively established and cultivated relationships with industry experts, stakeholders, and startup founders to gather market intelligence and evaluate investment prospects

• Developed Bloomberg linked excel models to automatically project financial metrics for reporting
• Built customized financial statements and forecasts using Bloomberg and Capital IQ to analyze targets including financial performance, market trends, and potential synergies
• Developed financial models including DCF, CCA and LBOs to value the targets and determine acquisition purchase prices that incorporated earnout and intangible assets adjustments
• Collaborated with cross-functional teams to facilitate due diligence and supported presentations and materials preparation for internal and external stakeholders

• Built customized financial statements and forecasts using Bloomberg and Capital IQ to analyze targets including financial performance, market trends, and potential synergies
• Developed financial models including DCF, CCA and LBOs to value the targets and determine acquisition purchase prices that incorporated earnout and intangible assets adjustments
• Collaborated with cross-functional teams to facilitate due diligence and supported presentations and materials preparation for internal and external stakeholders
• Collaborated with legal and structuring department to structure transactions and negotiate terms to support deal execution