Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
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Yaolin Liu

Summary

A Dynamic, innovative and driven individual with basic financial knowledge relevant to banking. Participated in strategic transformation, digitization, sustainable development, risk management and other projects, with strong execution and adaptability. Accustomed to using critical thinking to help clients solve problems, able to confidently handle complex situations, and an efficient and insightful executive.

Overview

7
7
years of professional experience
1
1
Certification

Work History

ESG Consultant

PWC
12.2022 - 09.2023
  • Lead ESG projects for two different business lines, aligning strategic goals and metrics with changing sustainability priorities.
  • Manage and compile corporate ESG data to conduct and analyze GRESB rating indicators and TCFD climate change-related risks and opportunities. (Carbon emission data, social responsibility reporting and corporate governance structure)
  • Communicate effectively with commercial banking clients to develop green finance projects, renewable energy projects and support large-scale wind and solar power generation.
  • Results: Helped real estate client achieve LEED green building certification, annual GRESB 5-star rating, and improve MSCI rating to A.

Risk Consultant

KPMG
05.2022 - 08.2022
  • Collaborated with other collogues to oversee over 300 risk events’ investigation.
  • Supported department leaders to enhance system optimization and ensure compliance, significantly improving accuracy of internal control tools.
  • Conducted risk analysis and successfully completed optimization of 40 branch compliance drafts.
  • Took on responsibility for project compliance and monitoring, conduct daily/ monthly risk assessments.
  • Identified and rectified mapping and risk structure gaps in internal systems, resulting in revisions to over 30 business process specifications.

Strategy Consultant

Grant Thornton LLP
11.2021 - 02.2022
  • Analyzed and monitored Balance Sheets, Income Statements, and Cash Flow Statements, including CFI, CFO, CFF data.
  • Conducted comprehensive financial statement research and analysis for over 40 companies, including banking customers.
  • Participated in due diligence and interviews, collaborating with team members to produce audit and financial analysis reports.
  • Developed and delivered audit analysis and financial reports to management teams and institutional clients.
  • Participated in 5 roadshow and ensured successfully deliver of presentation results.

M&A Consultant

Deloitte
09.2021 - 11.2021
  • Conduct comprehensive research on target insurance companies to identify potential M&A opportunities within insurance industry.
  • Study company's business model and financial status, evaluate financial statements and forecast performance to assist in M&A analysis.
  • Transform complex financial data into clear and informative strategic reports with data visualization tool Tableau.
  • Created corporate profit analysis mind map to help simplify financial analysis and decision-making process.
  • Completed preparation of two M&A reports, gained customer recognition, and increased work goals by 10%.

Intern of International Cooperation Office China

China Development Bank
07.2016 - 02.2017
  • Participate in International Business Cooperation Office, provide sustainable development investment and financing solutions to international customers.
  • Completed international financial cooperation between Barclays Bank and Lloyds Bank in UK and signed cooperation agreement; provided support for CGN’s “Belt and Road” renewable energy project; Supported Volvo’s strategic cooperation and electric vehicle development.

Education

Master of Science - MSc Accounting Finance& Strategic Investment

Newcastle University
UK
10.2021

Bachelor of Science - Bachelor of Science Investment

Zhongnan University of Economics And Law
China
07.2020

Skills

  • CSR
  • MS Office
  • Data Visualization
  • Strategy Transformation
  • Leadership Development
  • Planning and Coordination
  • Decision-Making
  • Problem-Solving
  • Teamwork and Collaboration
  • Analytical and Critical Thinking
  • Service consultant assistance

Certification

  • CFA-ESG / CFI-ESG / UNCC-ESG
  • Part Qualify ACCA
  • LinkedIn: Data Analysis
  • Power BI Essential Training
  • LinkedIn: Critical Thinking
  • Tableau Essential Training

Languages

Chinese (Cantonese)
Bilingual or Proficient (C2)
English
Advanced (C1)

Timeline

ESG Consultant

PWC
12.2022 - 09.2023

Risk Consultant

KPMG
05.2022 - 08.2022

Strategy Consultant

Grant Thornton LLP
11.2021 - 02.2022

M&A Consultant

Deloitte
09.2021 - 11.2021

Intern of International Cooperation Office China

China Development Bank
07.2016 - 02.2017

Master of Science - MSc Accounting Finance& Strategic Investment

Newcastle University

Bachelor of Science - Bachelor of Science Investment

Zhongnan University of Economics And Law
Yaolin Liu