出版
财务预测 When Modeling With Missing Data
http://9atn.technestng.com/finance/financial-forecasting/granular-financial-forecasting
肖恩 is 可用 租用
雇佣 肖恩肖恩 Kae Siang Lim
验证专家 in 金融
金融专家
位置
Sydney, New South Wales, 澳大利亚
至今成员总数
2019年5月7日
作为一名熟练的CFA持证人, 肖恩 specializes in commercial modeling and growth strategy for startups and corporate innovations. With over five years of experience working in venture capitals, 加速器, 和CVC, he has helped 20+ startups to develop their growth strategies, 商业计划, 以及金融模型. 目前, 肖恩 is working with the largest insurer in 澳大利亚 to create an incubation ecosystem for insurtech, 包括工业, VC, 学术, 以及政府部门.
案例研究
行业专业知识
其他专业知识
工作经验
商业架构师
2022年至今
Firemark集体
- Discovered and validated eight new business opportunities with over $10 million value to the business using the Desirability, 可行性, 和可行性框架.
- Designed new business models using a human-centered approach with a focus on sustainability and profitability.
- Created new measurement methods to help monitor our innovation effort by synthesizing insights from diverse data sources and engaging with key stakeholders to gain a comprehensive understanding of the issue at hand.
- Supported external startups in exploring the feasibility and viability of their use case within a corporate setting.
重点领域:商业计划, Commercials, 金融建模, 创业公司, 预测, 收入 & 费用预测, 商业模式, 风险资本, 球场上甲板, 策略, 市场研究, 商业计划咨询, Pitch Deck顾问, 早期的创业公司, Three-statement建模, Excel VBA, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 金融服务, 澳大利亚, 商业策略, 创业咨询, Startup Growth 策略 Development, 货币化, 商业研究, 写作 & 编辑, 技术, 竞争分析, 竞争研究, SaaS, 预估财务报表, 人工智能(AI), 机器学习, 软件
企业构建器
2019 - 2022
汉普顿加速
- 制定了20多个产品策略, 路线图, 商业计划, and 5-year pro forma financial models and raised close to $9 million in pre-seed funding combined.
- Originated and investigated 60+ product ideas which turned into 20+ development approvals through in-depth research of existing problems and potential technology solutions.
- Conducted commercial due diligence for 20+ startups, including assessing industry trends, 市场大小, 竞争格局.
重点领域:商业计划, 早期风险投资, 筹款, 创业公司, 预测, 收入 & 费用预测, 商业模式, 球场上甲板, 策略, 市场研究, 商业计划咨询, Pitch Deck顾问, 早期的创业公司, Three-statement建模, Excel VBA, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 金融服务, 澳大利亚, 商业策略, 创业咨询, Startup Growth 策略 Development, 货币化, 商业研究, 写作 & 编辑, 英汉翻译, 技术, 竞争分析, 竞争研究, SaaS, 预估财务报表, 人工智能(AI), 机器学习, 融资顾问, 软件, 高科技创业公司, 贴现现金流(DCF)
投资分析师
2018 - 2021
汉普顿资本
- 进行尽职调查, evaluated investment opportunities, and negotiated deals with startups and other stakeholders.
- Performed a market scan to gain a deep understanding of emerging technologies, focusing on artificial intelligence, 机器人, 和神往.
- Collaborated with universities and research institutions to commercialize patents and other intellectual property.
- Developed positive relationships with investors and secured over $20 million of capital commitments.
重点领域:Pitch deck, 策略, 创业公司, 业务规划, 估值, 金融建模, 创业融资, 业务咨询, 协议分析, 筹款, 收入 & 费用预测, 风险资本, 市场研究, 商业计划咨询, Pitch Deck顾问, 早期的创业公司, 种子筹款, Three-statement建模, 财务规划 & 分析(FP&A), Excel VBA, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 金融服务, 澳大利亚, 创业咨询, Startup Growth 策略 Development, 技术, 竞争分析, 竞争研究, 基金管理, SaaS, 预估财务报表, 投资意向书咨询, 贴现现金流(DCF)
高级副
2017 - 2018
Netrove
- Increased sales by 100% for an F&B startup through user testing and product prioritization to reduce waste.
- Prepared and reviewed legal documents, 包括投资意向书, 股东协议, 备忘录, 销售协议, 以及经销商协议.
- Originated new deals through networking and events and screened through over 100 deals.
- 进行尽职调查 on new investments and advisory projects.
- 扭转了一个没有产品的局面, no-cash startup by helping them fundraise, 雇佣, 实现流程, and open up stores in prime areas, such as airports and one of 马来西亚's largest and most popular shopping malls.
- Executed a merger of a portfolio company with AirAsia and represented Netrove in negotiating the terms of the deal.
重点领域:策略, 创业公司, 创业融资, 投资备忘录, 球场上甲板, 尽职调查, 定价策略, 投资组合管理, 金融建模, 协议分析, 筹款, 收入 & 费用预测, 风险资本, 市场研究, 商业计划咨询, Pitch Deck顾问, 早期的创业公司, 种子筹款, Three-statement建模, 财务规划 & 分析(FP&A), Excel VBA, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 金融服务, 商业策略, 创业咨询, Startup Growth 策略 Development, 货币化, 食物 & 饮料, 特许经营, 马来西亚, 技术, 竞争分析, 竞争研究, 预估财务报表, 投资意向书咨询, 贴现现金流(DCF)
高级投资分析师
2015 - 2017
NAB资产管理
- Managed the portfolio exposures of funds with over AUD 170 billion funds under management.
- Rebalanced currency exposures of the portfolio.
- Created macro to automated processes and brought down execution time from an hour to 15 minutes.
- Planned and executed financial restructuring of the portfolio to demerge the life insurance portfolios in preparation for its acquisition by Nippon Life.
Focus areas: 投资组合管理, Excel VBA, Microsoft Excel, 微软文字处理软件, 金融服务, 澳大利亚, 资产管理, 基金管理, 现金管理, 财富管理
对冲基金经理
2008 - 2015
交易活动
- Co-managed a boutique hedge fund using a macro top-down and quantitative approach.
- Backtested strategies based on technical and fundamental analyses.
- Developed stock and option picking screeners based on quantitative models.
- Automated the portfolio risk report to calculate VAR, performances and sensitivity analysis.
- Prepared weekly and monthly reporting to investors.
重点领域:风险分析, 投资组合管理, 投资组合分析, 投资监控, Excel VBA, Microsoft Excel, 微软文字处理软件, 金融服务, 澳大利亚, 资产管理, 基金管理, 项目组合管理, 现金管理
其他的经验
教育
2008 - 2010
硕士学位 in Quantitative 金融
悉尼科技大学 - Sydney, 澳大利亚
2004 - 2007
学士学位 in Actuary and 金融
新南威尔士大学 - Sydney, 澳大利亚
认证
2015年6月至今
Chartered Financial Analyst (CFA)
CFA协会
有效的合作
如何使用Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
1
分享你的需求
Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2
选择你的才能
Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3
Start your risk-free talent trial
Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to 雇佣 them.
对顶尖人才的需求很大.
开始招聘