Joanna Zhou
Vancouver
Summary
Dynamic global finance executive with over 16 years of experience in financial strategy, managing cross-border operations, and executing M&A transactions across Asia and North America. Proven track record in scaling technology-driven businesses, establishing compliance-ready financial systems, and strategically positioning organizations for acquisition. As a CFA Charterholder, possesses extensive knowledge in international capital markets, risk management, and corporate structuring to effectively mitigate tax exposure and currency risks. Fluency in both Mandarin and English enhances communication across diverse markets.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Founder & CEO
Camille Elisa Jewelry
01.2024 - Current
- Founded and scaled luxury e-commerce brand targeting U.S. and Asia markets.
- Built and managed a fully remote, international team across 5 countries.
- Gained first-hand experience in digital commerce, brand positioning, and cross-border sales — directly relevant to WPIC’s e-commerce ecosystem.
Senior Manager – Global Innovation, Investment & Incentives
Deloitte
01.2023 - 01.2024
- Advised multinationals on cross-border financing, incentive structures, and compliance.
- Structured $20M+ in transactions aligning with government programs, ensuring long-term growth financing.
- Built governance frameworks for client reporting and investor transparency — key for M&A positioning.
Vice President, Product & Director of Sales
Easly
01.2020 - 01.2023
- Acted as functional COO for Canada’s largest tax credit financing platform, overseeing P&L, financial operations, and compliance.
- Scaled financing to $150M+ deployed capital, building investor confidence through transparent reporting and audit-ready systems.
- Partnered with engineering to embed compliance into product lifecycle, cutting onboarding by 65% and saving $500K in operational costs.
- Positioned business for strategic partnerships and investor readiness by developing scalable finance and risk models.
Senior Account Manager – Technology Growth Capital
BDC
01.2018 - 01.2020
- Managed portfolio of 30+ high-growth technology companies, providing growth financing and strategic referrals.
- Received Highest National Referrals Award from EDC for co-managing export-driven client relationships.
- Built structured account plans to prepare companies for international expansion and investor diligence.
M&A Manager – Corporate Finance (Financial Services)
PwC
01.2010 - 01.2017
- Led cross-border M&A transactions in banking and insurance sectors, advising multinational clients entering China.
- Delivered market intelligence on regulatory and financial risks, helping structure deals aligned with Chinese law.
- Designed corporate structures for multi-country operations to optimize tax efficiency and mitigate FX losses.
- Collaborated with investors and local regulators to ensure smooth transaction approvals.
Education
Bachelor of Commerce - Accounting
UBC Sauder School of Business
CFA Charterholder - undefined
CFA Institute
01.2013
Skills
- Cross-Border Finance & M&A
- Multi-Country Corporate Structuring (Tax Optimization & FX Risk Management)
- P&L Management & FP&A
- Team leadership
- Strategic thinking
- Exit strategy development
- Strategic Partnerships (EDC, BDC, global funds)
- Debt and equity financing
- Fluent in Mandarin & English
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Certification
- Exercising Leadership, Harvard Extension School - 2022
- ESG Certificate, CFA Institute - 2023
- Certified Product Manager, Product School - 2021
Timeline
Founder & CEO
Camille Elisa Jewelry
01.2024 - Current
Senior Manager – Global Innovation, Investment & Incentives
Deloitte
01.2023 - 01.2024
Vice President, Product & Director of Sales
Easly
01.2020 - 01.2023
Senior Account Manager – Technology Growth Capital
BDC
01.2018 - 01.2020
M&A Manager – Corporate Finance (Financial Services)
PwC
01.2010 - 01.2017
CFA Charterholder - undefined
CFA Institute
Bachelor of Commerce - Accounting
UBC Sauder School of Business
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