Open to opportunities

Patrick Liu

@patrickliu

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Finance professional specializing in M&A, financial modeling, and due diligence.

United States

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What I'm looking for

I seek M&A or transaction roles where I can lead due diligence, build valuation models, drive deal execution, and contribute to high-impact investment decisions in collaborative, fast-paced teams.

I am an analytical, execution-oriented finance professional with hands-on experience in financial due diligence, quality-of-earnings analysis, and M&A transaction support across infrastructure, energy, healthcare, real estate, and consumer sectors. I build full-cycle financial models (DCF, LBO, merger models), perform working-capital normalization and cash-flow scenario analysis, and synthesize financial and operational findings into actionable investment recommendations for private equity and corporate clients.

I have led and managed cross-functional diligence processes, directed management interviews, and collaborated with legal and tax advisors to support deal execution under tight timelines. My experience includes designing dynamic Excel-SQL dashboards, developing stress-tested scenarios, and translating quantitative research into client-ready reports and decision-focused presentations.

Experience

Work history, roles, and key accomplishments

Financial Research Associate

Hepta Associate LLC

May 2024 - Jun 2025 (1 year 1 month)

Designed pricing simulation models and ROI dashboards for U.S. retail product launches and conducted sensitivity analyses to optimize gross margin and sourcing decisions.

Pricing Models ROI Analysis BI Tools Sensitivity Analysis Excel Dashboarding

Macroeconomic Analyst Intern

International Monetary Fund

Aug 2023 - May 2024 (9 months)

Built GARCH-family time-series models to analyze currency volatility and performed macro stress testing to inform policy recommendations and surveillance deliverables.

GARCH Time Series Analysis R Econometrics Excel Policy Analysis Data Visualization

Student Research Lead

Johns Hopkins University

Feb 2023 - May 2023 (3 months)

Led a team valuation project on U.S. enterprise software, building integrated 3-statement models and scenario-based DCFs to produce an investment recommendation memo reviewed by faculty and practitioners.

Valuation Pitchbook Presentation

Investment Manager

China Resource Capital

Feb 2021 - Dec 2021 (10 months)

Led full-cycle M&A and investment executions across infrastructure, energy, and healthcare, delivering valuation models and scenario analyses to support deal structuring and capital allocation decisions.

Quality Of Earnings Excel SQL Valuation

M&A Consulting Manager

EY Consulting

Jul 2019 - Jan 2021 (1 year 6 months)

Managed over 15 M&A engagements, led buy-side and sell-side due diligence and developed valuation models to support private equity and banking clients' investment decisions.

Due Diligence Trading Comps QofE Stakeholder Management Financial Modeling

Senior Consultant

PwC

Sep 2015 - Jun 2019 (3 years 9 months)

Executed 40+ financial due diligence projects across real estate, energy, and consumer sectors supporting over $500M in deal value and producing valuation-impacting insights for buyers.

Due Diligence QofE SQL Excel

Education

Degrees, certifications, and relevant coursework

Johns Hopkins University, Krieger School of Arts & Sciences

Master of Science, Mathematics and Economics: Financial Econometrics

2022 - 2023

Grade: 3.6/4.0

Activities and societies: Coursework included Financial Econometrics, Time-Series Analysis, Econometrics, Data Science, Machine Learning; Applied Investment Research project participation.

Completed an MSc in Mathematics and Economics with emphasis on Financial Econometrics, covering time-series econometrics, financial econometrics, and data science.

University of Shanghai for Science and Technology, Business School

Bachelor of Science, Business Administration: Accounting

2010 - 2014

Grade: 3.3/4.0

Activities and societies: Coursework included Accounting, Corporate Finance, Enterprise Resource Planning, Supply Chain Analysis, and Financial Analysis.

Earned a Bachelor of Science in Business Administration with a focus on Accounting, completing coursework in accounting, corporate finance, and financial analysis.