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Big-4-trained advisory.
SEC-defended rigor. Boutique speed.

Arthur Andersen audit alumnusBig-4 audit defense (KPMG · EY)NASDAQ-100 SEC reportingAI venture co-founderIFRS multi-jurisdiction

Jiesen Li Advisory delivers technical accounting, valuation, forensic finance, payments architecture, and finance leadership to operators, sponsors, and public-company issuers. Big-4-trained, SEC-defended, audit-tested. Attest and tax-return services sourced through licensed affiliate firms.

Career foundations

Direct employers and parent-company engagements.

Arthur Andersen
Big-5 audit
Intersil
NASDAQ-100 · now Renesas
NBCUniversal
Division finance
Comcast
Carve-out
Choice Hotels
Greater China
Fotile
JV parent · China

Division finance leadership at NBCUniversal Parks & Resorts through the GE-to-Comcast carve-out, and Fotile-backed Bodi Holdings Group launching Choice Hotels of Greater China.

By the numbers

Real deal value. Real audit defense.

100%
Audit defense record across recurring ASC 350 impairment testing reviewed by KPMG and EY on a $3–5B intangible base
$2.4B+
Aggregate M&A deal value as in-house valuations lead across five Intersil transactions ($50M–$1.4B)
$3–5B
Intangible base under annual ASC 350 impairment testing, reviewed by KPMG and Ernst & Young
$655M
Yangtze River integrated resort financial build (IFRS · CNY/USD/HKD)
$1.6M
Annual operating cash flow improvement delivered through a public-company carve-out
119
Person finance organization across a $2B+ media & entertainment carve-out
75
Locations under management at a national quick-service portfolio ($75M)
8
Public-company-readiness builds, M&A activity, and divestitures (Intersil post-IPO, NBCU carve-out, Spincast, 5 M&A transactions and divestitures)
425k
GL rows under production LLM forensic workflows, source-cited

The network

Built in the rooms that set the standard.

The principal at Jiesen Li Advisory has served, audited, banked, insured, or partnered with the institutions below — across NASDAQ-100 issuers, global media operators, cross-border hospitality platforms, and venture-stage technology.

Public-company issuers
  • Intersil Corporation (NASDAQ: ISIL)
  • NBCUniversal Parks & Resorts
  • Comcast (post-acquisition)
  • Disney Parks & Resorts
Global audit & advisory
  • Arthur Andersen (Big-5)
  • KPMG
  • Ernst & Young
  • Deloitte (counterparty)
Customers & distribution
  • Apple
  • Samsung
  • LG
  • Choice Hotels (Greater China)
Capital markets & lenders
  • Bank of America
  • SunTrust
  • T. Rowe Price
  • UCBI
Insurance & risk
  • FM Global
  • Chubb
  • Arthur J. Gallagher
  • Loews Hotels
Payments & systems
  • BAMS (Bank of America Merchant Services)
  • Accertify (American Express)
  • SAP · Oracle · PeopleSoft · NetSuite
  • Toast · Opera · M3 · R365

Listed for context, not as endorsements.

The bench

Principal-led execution. Affiliate firms engaged only for attest and tax sign-offs — independence and conflicts cleared in writing before scope.

Engagement-shaped teams. Independence and conflicts cleared in writing before scope. No staff bench billing for principal work.

JL

Jiesen Li, MBA

Founder & Principal
Arthur Andersen · Intersil (NASDAQ-100) · NBCUniversal · Spincast (co-founder) · Crummer MBA

Two decades across Arthur Andersen, Intersil (NASDAQ-100), NBCUniversal carve-out, Bodi Holdings (China), and a ten-year arc as co-founder and sole CFO at Spincast — a venture-stage AI media platform. Practice lead for technical accounting, valuation, and forensic engagements.

Engagement-aligned affiliate network

Tax compliance, attest, and audit-defense work is sourced per engagement through a vetted network of licensed CPA firms and independent reviewers. The lead affiliate is named on the engagement letter at scoping, with independence and conflicts cleared in writing before work begins.

What former colleagues say

“Jiesen did a superb job as a member of the Finance department and the Investor Relations manager at Intersil.”
Ross Seymore — Managing Director, Deutsche Bank

Practice

Six practice lines. One principal signature on every page.

Technical Accounting

Full ASC fluency, defended at audit.

ASC 606, 805, 350, 718, 815, 830, 842, 740 / FIN 48. Memos that survive Big-4 review because they were written by an Arthur Andersen audit alumnus with a 100% defense record to KPMG and EY.

8
ASC standards in active practice
$3–5B
intangible base defended annually
KPMG · EY
review firms
Valuation & M&A

$2.4B valuations lead, five transactions.

In-house valuations lead across a multi-year NASDAQ-100 M&A program. DCF, accretion/dilution, ASC 805 PPA, recurring ASC 350 impairment defense.

$2.4B
aggregate deal value
5
transactions led
$50M–$1.4B
deal range
Forensic & Turnaround

81 issues, $9.05M exposure, audit-ready.

Distressed finance rebuilds: forensic GL reconciliation, account remapping, POS-to-ERP routing, lender posture restored within two cycles.

81
documented issues
$9.05M
exposure tracked
800+
accounts remapped
Payments Architecture

Three-tier credential built across operators.

Enterprise card-present at theme-park scale (BAMS + Accertify), full B2B receivables/payables, all consumer card-not-present channels.

3
payment tiers built
BAMS
enterprise acquirer
Accertify
fraud platform
Cross-Border

IFRS, multi-jurisdiction, CNY · USD · HKD.

Captive Finance / IT / Operations built from the ground up for a Greater China launch and a $655M integrated resort. Transfer pricing live.

$655M
integrated resort build
IFRS
reporting standard
3
currency legs live
AI in the Engagement

RAG-grounded close, on 425k GL rows.

Production LLM workflows on transaction-level extracts — every output cites source rows. Operating reality, not slideware.

425k
GL rows indexed
100%
outputs source-cited
0
training on client data

Signature capability

Payments architecture, three operator contexts.

Most candidates have one tier. We have built or rebuilt three distinct payments stacks — and we have stood up the people-side ops in each, not just the tooling. The tooling is one thing; the analyst team is the harder thing.

Tier 1
Enterprise

Card-present + card-not-present at theme-park scale

Merchant acquiring through BAMS aggregating three POS environments — ticketing, F&B, merchandise. Sourced and implemented Accertify; built chargeback and online-fraud analyst teams from scratch.

Tier 2
B2B

Full receivables and payables stack

Built from blank page at an AI/SaaS venture — analogous to fintech and payroll-platform integration architecture. Embedded API integrations to distribution and sponsorship partners.

Tier 3
Consumer

All card-not-present channels to best practice

Online ordering, gift cards, loyalty, e-commerce, catering deposits — brought to best practice across a 9-unit operator group. POS-to-ERP routing fixed at the source.

Representative engagements

Anonymized cases. Real signatures.

Details modified where necessary to protect client confidentiality.

01
Distressed Finance Turnaround

Multi-entity restaurant operator · $23M · 14+ legal entities

Situation
Controller terminated; finance function broken across nine locations.
Action
Forensic audit produced 81 documented issues. Re-mapped 800+ uncontrolled accounts; remediated $5.9M user-access exposure; fixed POS-to-ERP routing at source.
Result
$9.05M exposure tracked and remediated; 40% closed within 30 days; audit-ready close and lender reporting restored within two cycles.
02
Co-Founder & Sole CFO · 10-year Arc

AI / SaaS technology platform · Patented agent technology

Situation
Blank-page accounting on a thesis of eventual IPO or sale.
Action
Sole CFO across the funding lifecycle. ASC 606 multi-element revenue, 409A valuations, cap-table waterfalls, full B2B payments stack, recurring external audit.
Result
Multi-round capital raised; major-platform distribution deals closed; audit-ready close discipline sustained through the entire arc.
03
Public-Company Carve-Out

$2B+ media & entertainment subsidiary

Situation
Theme-park division through a parent-to-parent ownership change with public-debt SEC reporting and new SOX 404 requirements.
Action
Led a 119-person finance org. Carve-out financial statements, standalone-entity reporting buildout, pre-sale and pre-IPO readiness, SOX 404 contribution.
Result
Headcount reduced 10%; annual operating cash flow improved ~$1.6M. Carve-out reporting delivered on cycle.

AI in the engagement model

Production workflows.
RAG-grounded, source-cited.

Every Jiesen Li Advisory engagement is delivered through production LLM workflows operating on transaction-level GL extracts — forensic reconciliation, accrual audits, close commentary, balance sheet memos, valuation modeling. Outputs cite back to source rows. Client information is never used to train models, retained beyond the engagement, or disclosed.

Compliance & ethics

Letters before scope.
Independence before invoice.

The firm operates under the AICPA Code of Professional Conduct and applicable state board rules, including Circular 230 for tax matters. Engagements run under written letters with defined scope, independence checks, and conflicts screening. Attest services and tax-return preparation are delivered through licensed affiliate firms under separate engagement letters.

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We respond within one business day.

We respond within one business day with independence-check status and a scoping call offer. Submissions go straight to the principal inbox.