Jason Y.

🔹Please refer to the model samples in the portfolio. 🔹Over 10 years of experience in PE / Real Estate / Hedge Fund. 🔹Expertise in Financial Modelling and projection | 3 Statements Pro-forma | LBO/M&A Analysis | Fund Operating and NAV Calculation. 🔹Various Sectors including PE | Hedge Fund | Alternative Fund | SaaS | Real Estate | Tech Startups | Professional Services. I am a CFA, CPA (Aust.), and FRM with over 10 years of experience in financial modelling and accounting, primarily in the private equity and real estate sectors. Currently, I serve as a Responsible Officer, regulated by the Securities and Futures Commission of Hong Kong, overseeing the financial reporting and fund operations for a financial asset management company. I have worked for both closed-end PE funds and evergreen open-market funds, giving me extensive expertise in fund operations, financial modelling and analysis, valuation, and due diligence for M&A and LBO across various industries. Please refer to the portfolio and the attachments in the cover letter for model samples in various categories and feel free to request more samples and templates. Your satisfaction is my top priority. I am happy to make adjustments to meet your expectations, aiming to support my commitment to providing excellent service with a positive rating.