Joan L.N. Wong
Vancouver,BC
Summary
Valuation professional with strong background in financial modeling. Excellent data analysis and communication skills enabled to complete work in a timely manner with accuracy and attention to details. Proven ability to learn quickly and adapt to new situations.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Analyst
BC Investment Management Corporation
2023.01 - Current
- Develop financial models to analyze complex private equity investments.
- Review valuations prepared by fund managers or external consultants.
- Identifying key valuation issues and prepare insightful summary report.
- Research macroeconomic, industry and company-specific data, analyzing impact on investments.
- Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
Director
Kroll
2008.02 - 2021.07
- Prepare financial models to estimate market values of business, assets, liabilities, debts, financial instruments and derivatives
- Develop comprehensive valuation reports that effectively communicated findings and conclusions.
- Prepare analysis in M&A, business transactions to advise valuation scope and methodology.
- Evaluate impact of various economic scenarios on asset values, aiding clients in risk management efforts.
- Enhance valuation accuracy by conducting thorough research and analysis on market trends, comparable assets, and financial data.
- Review legal documents to identify key terms of investments, rights and obligations of financial instruments.
- Liaise with clients, auditors, investment advisors and lawyers to explain details and progress of engagement.
- Maintain up-to-date knowledge on industry trends, regulations, and best practices to ensure accurate and compliant valuations
- Manage and provide guidance to less experienced team members.
Manager
Jones Lang LaSalle (f.k.a. Sallmanns)
2006.02 - 2007.11
- Prepare financial models to estimate market values of business, assets, liabilities, debts, financial instruments and derivatives.
- Prepare formal valuation reports or memorandums.
- Improved client satisfaction with thorough market research and detailed analysis of relevant data.
- Increased valuation accuracy by implementing advanced financial modeling techniques.
Education
BA (Hons) in Accountancy -
Hong Kong Polytechnic University
Skills
- Discounted cash flow analysis
- Guideline Company Method
- Guideline Transaction Method
- Purchase Price Allocation
- Intangible Assets Valuation
- Goodwill Impairment Test
- Contingent Consideration Valuation
- Black Scholes Model
- Binominal Model
- Option Price Allocation
- Credit Yield Analysis
- Extensive Research Skill
- Due diligence
- Prioritization and Time Management
- Excel proficiency
Certification
- CFA
- CPA (HKICPA)
Timeline
Senior Analyst
BC Investment Management Corporation
2023.01 - Current
Director
Kroll
2008.02 - 2021.07
Manager
Jones Lang LaSalle (f.k.a. Sallmanns)
2006.02 - 2007.11
BA (Hons) in Accountancy -
Hong Kong Polytechnic University
- CFA
- CPA (HKICPA)
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