Fei Li, CPA, CFA
Senior Associate @ Crowe
About
Aspiring investment banking professional with hands-on experience in M&A transaction services, financial due diligence, and capital markets. Proven ability to drive value for private equity clients through financial analysis, valuation adjustments, and operational insights. CPA and CFA charterholder with experience across Top 7 advisory and institutional finance.
United States
San Francisco
Accounting
Portfolio Management, Private Equity, Equity Research, Alternative Investments, Financial Planning, Spoken English, Quantitative Data, Project Management, Interpersonal Communication, Income Statements, Balance Sheet Review, Memos, Transaction Experience, Business Acquisition, Technical Accounting, Public Access, Public Sector Accounting, M&A Support, Transaction Advisory Services, Front Office Operations
Experience
Senior Associate
Crowe
San Francisco, California, United States
• Conducted comprehensive financial due diligence for M&A transactions ranging from $15M to $50M in the tech, healthcare, and manufacturing sectors, identifying key EBITDA adjustments and uncovering deal-critical financial risks. • Designed and maintained complex Excel databooks integrating client financials, key KPIs, and normalization adjustments to support investor presentations and quality of earnings (QoE) analyses. • Prepared and presented client-facing PowerPoint deliverables detailing working capital, indebtedness, and normalized EBITDA, helping clients better understand valuation implications and facilitating negotiation leverage. • Collaborated cross-functionally with clients' finance and operations teams, as well as senior executives, to gather qualitative insights and perform deep dives into business drivers affecting valuation and investment decisions.
Associate Transaction Services
Crowe
San Francisco Bay Area
Audit Associate
Crowe
San Francisco Bay Area
Fixed Income Analyst
BNP Paribas
Montreal, Quebec, Canada
• Constructed trade confirmations on derivative transactions, including forwards and swaps • Provided tailored contract formats and maintained client relationships through regular calls and emails • Complied with ISDA standard and applied technical skills learned as a CFA level III candidate
Data Analyst
Confluence
Montreal, Quebec, Canada
• Sourced consolidated pricing and corporate actions data to price complex fixed income securities. • Normalized benchmark data across vendors to provide clients with integrated, easily assessible, quality benchmarks used for investment performance and risk analysis.
Financial Reporting Analyst
CN
Montreal, Quebec, Canada
• Liaised with internal and external stakeholders from drafting to press release. • Developed quantitative skills by building financial models and conducting pro-forma P&L analysis.
Education
University of Michigan - Stephen M. Ross School of Business
Accounting
McGill University
Accounting and Finance
Columbia International College
Business/Commerce, General
Top subject awards in Calculus (full mark)
Qingdao No. 2 High School
Fei Li, CPA, CFA's Contact Information
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