Automated AR/AP tracking using VBA macros and SQL reconciliation improving reporting accuracy and reducing monthly close cycle time.
Conducted variance analysis using Pivot Tables, XLOOKUP, and scenario modelling to improve cost control and forecasting accuracy.
Validated settlement entries against regulatory and audit frameworks ensuring accurate financial documentation across reporting periods.
Processed over 1000 invoices monthly while maintaining full compliance and documentation accuracy across finance operations.
Developed DCF, comparable, and precedent valuation models supporting mergers and acquisitions advisory engagements.
Executed daily securities settlements and reconciliations for over 200 transactions ensuring accurate position management.
Conducted financial due diligence across private equity acquisitions reviewing accounting records and operational performance indicators.
Assisted investment teams by improving investment screening accuracy through detailed valuation and financial analysis models.
Investigated trade settlement discrepancies and resolved failed trades ensuring smooth operational transaction processing.
Streamlined investor reporting through NAV validation, hurdle rate assessment, and bank reconciliation processes.
Developed financial analytics reports using AUM and risk metrics for PMS funds improving investor engagement.
Generated performance insights and investment research reports supporting improved investor lead conversion and platform growth.
Financial Modelling, Valuation Analysis, Financial Auditing, Due Diligence, Financial Reporting
Built comparable and precedent valuation models improving acquisition screening accuracy across evaluation processes.
Conducted financial and accounting audits generating multiple compliance reports supporting negotiation validation stages.
Performed onsite due diligence reviewing operational performance metrics to evaluate acquisition feasibility and scalability.
Analyzed operational and financial metrics supporting strategic acquisition decision making during the evaluation phase.
DCF Valuation, Financial Ratio Analysis, Portfolio Analysis, Financial Research, Data Visualization
Developed a discounted cash flow valuation model to assess company value and portfolio allocation strategies.
Evaluated financial ratios and cash flow drivers to strengthen investment thesis validation across sectors.
Designed portfolio performance analytics dashboards improving efficiency in investment review and reporting.
Conducted detailed financial research supporting data-driven investment decision making for portfolio evaluation.
Available for financial advisory, modelling, investment analysis, and finance automation discussions.
Copyright © Jae-Hyun Park 2025. All rights reserved.