Rochester, New York, United States
Young cross-functional, creative, ambitious with a passion for finance and a desire to work in a promising firm. I am a believer that data and logic should drive decisions, but with fresh creativity to support them. I got my bachelor's degree in International Business and turned to Finance major after I participated in a series of internships and projects in a securities firm, an accounting firm, a communication group, a bank, and so on. Meanwhile, these hands-on experience helps me gain plenty of valuable professional and interpersonal skills, that I can apply to future opportunities. I am currently seeking an entry-level role or internship and would love to work for a promising firm with great integrity, that respects and values their employees, clients and serve their community well, and where I can find accountability buddies. I would appreciate the opportunities for any networking, and career advice. I can be reached at (585) 530-0437 or via email at [email protected].
- Reviewed and evaluated AstraZeneca company's client's policies to determine its compliance status and identified problems and risks that could jeopardize their financial standing; - Consolidated, synthesized, and analyzed client data from 400+ operating applications utilizing Excel, which led to higher efficiency in avoiding risks and regulating behaviors; - Organized and conducted 250+ client interviews with application owners and resolved each client’s specific concerns about the application classification rationale and cyber security compliance requirements.
- Negotiated Repayment with 4000+ overdue customers by using regulations, making 98%+ people repay timely; - Standardized behaviors of repayment customers and urged 4000 customers to develop good habits. - Developed information repairing channels to find lost customers and helped recover over 700 million yuan.
- Connected with 40 partner enterprises and 10 banks of targeted enterprises by confirmations. - Examined 3 IPO projects and physical supervised inventories, financial vouching, and field confirmation.
• Collected data and used trend analysis on different metrics (for instance profit, raw material) from 10-K's to perform formal research on public companies in the car industry about forecasting future growth trends at several levels: macro, industry, and individual companies, analyzing what lead to past performance occurrence, and how to enter the new energy vehicle industry. • Assisted the project analyst by using the DCF model to forecast companies' future cash flow statements and use Wind (like Morningstar) to find resources for the final report Maintained constant coverage of industry-related news, trends, and developments in the internal daily summary reports. • Interacted with over 300 institutional and high-net-worth individual investors in the Client Group Chat by publishing 2-3 weekly reports related to the latest company forecasts and recent market events.
Intern in the Credit Department and Corporate Banking Department - Took charge of house mortgage-related service including mortgage, guarantee, credit survey; assisted the clients to balance debt payment date, amount of payment, and monthly income - Helped the client manager input clients’ files into the ICBC system for risk management - Got a series of training in corporate banking and risk management; checked accounts and conducted transfer accounts every day together with the accounting including the check, promissory note, money order, provident fund, and so on