Tokyo, Tokyo, Japan
- Led the end-to-end acquisition process—including valuation analysis, financial and strategic due diligence, and deal execution—for a UK-based AI chipmaker and a U.S.-based solar energy developer. - Supported the successful exit of a South Asia-based subsidiary, contributing to contract reviews, project coordination, and internal investment committee approvals. - Managed a fund-of-funds portfolio across the U.S. and Asia, overseeing the full investment lifecycle: IC approvals, fund due diligence, performance monitoring, financial reporting, and liquidation. Actively engaged with General Partners to source new investment opportunities. - Implemented business planning and budget control frameworks for a U.S.-based subsidiary, resulting in improved quarterly and annual performance tracking. - Acted as a middle-office bridge, facilitating coordination between finance, legal, accounting, and tax functions across the Tokyo headquarters and U.S./UK subsidiaries.
Overseas Business Group
BNI Life Insurance (Affiliate of Sumitomo Life, Japan) - Analyzed operational workflows (underwriting, claims, premium collection) and proposed process improvements. - Delivered monthly reports in Japanese to Tokyo HQ and supported communication between local and Japan-based leadership. - Researched KPI frameworks and telemarketing channel strategy, contributing to performance tracking and business planning. - Benchmarked competitor operations using industry data to support strategic decisions. - Provided daily translation (EN-JP-ID) and acted as interpreter in management meetings.
- Supported overseas expansion strategy across Vietnam and Indonesia, with a focus on life insurance market research, regulatory analysis, and bancassurance/employee benefits. - Conducted due diligence for the investment into an Indonesian life insurance affiliate, covering market dynamics, legal, business, and tax considerations. - Provided ongoing strategic and operational support to the Indonesian affiliate, leveraging Sumitomo Life’s internal expertise. - Delivered trilingual translations (Japanese-English-Indonesian) of legal, financial, and internal audit materials to facilitate cross-border alignment.