Haoyang (Gary) Zhang

Managed 10+ high-value client accounts, including top-tier revenue contributors, delivering consistent service excellence. Drove $1M+ in managed revenue by optimizing fulfillment workflows and strengthening client partnerships. Acted as a liaison between clients and internal teams, ensuring alignment on operational execution and business objectives. Led end-to-end issue resolution across logistics, system integration, and fulfillment processes, reducing operational disruptions. Delivered data-driven insights and tailored solutions to improve client supply chain efficiency and scalability.

Participated in a M&A project in which a listed tourism company intend to acquire 5 target companies, the main work include due diligence and company valuation. • The M&A project involved 162 million RMB and the payment method was to purchase assets by issuing shares. Due diligence included checking financial data (drawing 3,000 items), checking nearly 30,000 bank statements of five target companies, visiting 8 large contract suppliers and 15 customers, confirming nearly 100 small contract amounts by sending letters and calculating the return rate, the goal was to verify the authenticity of transactions during the reporting period. • Executed detailed company valuations using Discounted Cash Flow (DCF) and Comparable Company Analysis (Comps) to prepare sensitivity and scenario analyses. • Evaluated the performance of each target company and their progress in meeting annual performance commitments. Analyzed factors such as outstanding orders/projects, sales realizability, and seasonal revenue/performance fluctuations. • Drafted relevant sections of pitch books, memoranda, and other client presentations by contributing insights and analysis. • Researched cases involving share issuance for the purchase of assets by a listed company without performance commitments, cases of accounting error correction by target companies, and cases of significant asset restructuring in the tourism industry.

• Summarized data of comparable companies and financial data statements, analyzed industry market and competitive landscape, IPO audit attention, IPO inquiry question analysis. • Conducted research on companies who have the potential to go through IPO thus determine possible investments. • Utilized big data platforms such as Microsoft Azure and Tableau to analyze research in terms of market potential, target group, estimated income with respect to money invested on a quarterly/yearly basis, and risk components. • Managed a team of 8 using the OKR(HR) management system. • Analyzed competitor’s strategies on investment habits, software development, platform choices and market strategy.

• Examined the difference between IPO requirements on NYSE and NASDAQ for a high-tech company with an IPO potential, identifying the pros and cons and providing recommendations on the optimal way to IPO • Conducted qualitative and quantitative research on the gaming industry and specifically on the stock fluctuation of GameStop, using R and Python to clean and analyse the stock price data • Gained a comprehensive understanding of primary investment banking practices (e.g., IPO, portfolio management, options) through on-the-job training

• Prepared the sales pitch for electronic toll collection (ETC); assisted the branch manager in making a marketing strategy to expand businesses • Provided research support for the underwriting department of commercial loans with the development of a dataset including the company-specific information of all current corporate clients financing from CCB • Operated procedures for public and private business loans and information maintenance such as updating client information and maintaining client-company relation