Los Angeles, California, United States
I am a proactive and driven Master’s degree student at USC, expected to graduate in May 2025, with a strong background in economics, finance, and data analysis. I have gained diverse professional experiences, including internships in financial analysis, as well as various consulting and auditing roles. I am currently seeking opportunities to leverage my expertise in analytics, data science, operations, assurance, banking, and risk management. Fluent in both English and Chinese, I am passionate about applying my strong analytical skills, econometric knowledge, and interest in financial markets to roles in analysis, consulting, or economic research. I also have a solid understanding of programming and data analysis tools such as Python and SQL, which I use to predict market trends and conduct financial assessments.
Assisting professors and students with administrative tasks and troubleshooting issues. Hands-on experience using Workday for data entry, scheduling, and resolving system-related queries.
•Assisted the audit team in conducting year-end financial statement audits for clients across various industries, ensuring compliance with accounting standards and regulations, utilizing Microsoft Excel for data analysis, CaseWare for audit documentation, and SAP to retrieve client financial data. •Verified financial data, performed substantive testing, and prepared audit work papers using Excel formulas and pivot tables to support audit conclusions and the accuracy of financial reporting. •Conducted detailed analysis of financial statements, reconciled discrepancies, and identified potential risks and irregularities, leveraging Power BI for data visualization to enhance audit quality and reliability. •Collaborated with senior auditors to assess clients’ internal controls and operational processes; participated in client meetings to gather essential information and discuss audit findings, using AuditBoard to document and track findings for improved audit efficiency.
Provided comprehensive financial services to over 50 clients, including account management, loan processing, and investment product recommendations, resulting in a 20% increase in cross-selling of banking products. Assisted in the preparation and analysis of financial data for loan applications, resulting in the approval of 30+ loans with a total value exceeding RMB 1 million. Conducted financial needs assessments and risk profiling for clients, which led to personalized financial planning and investment recommendations, achieving a 15% growth in client portfolio value.
•Conducted comprehensive evaluations of Geely Holding Group’s legal and financial eligibility for listing on the Shanghai Stock Exchange’s Main Board and the STAR Market. •Performed in-depth financial analysis using Stata and Excel, thoroughly comparing the company’s financial health and competitive positioning. •Employed SQL and Python for data extraction and management, and created visual reports with Tableau and Excel to highlight key financial trends. •Assisted in drafting the prospectus, covering the company overview, risk factors, business and technical details, and management’s discussion and analysis, ensuring information accuracy and comprehensiveness. •Provided robust data support, contributing to the smooth progress of the project.
➢ Conducted an in-depth audit of an automotive company, using Excel and SQL for data processing to recalculate depreciation and verify the accuracy of fixed asset annual reports. ➢ Analyzed the Chinese insurance industry’s response to vehicle insurance premium reforms with Python and Excel, identifying future trends and proposing strategic solutions, presented comprehensively in PowerPoint. ➢ Assisted in evaluating the feasibility of EY’s port optimization plan in Hong Kong, creating a detailed feasibility analysis report using Tableau and Excel to effectively visualize and communicate findings.