Los Angeles Metropolitan Area
I am a recent graduate from Boston University holding a master's degree in Management Studies and a bachelor's degree in Mathematics (Statistics track). With solid quantitative background and analytical skills, I have also gained business knowledge including accounting, finance, and marketing. I believe that my diverse background will benefit myself with future professional career.
Recorded sales data of bird nest products with Excel to ensure the accuracy of income and cost data. Predicted sales trend for each quarter by generating graphics and conducting analysis with Excel and R. Provided sales strategies such as price change and KOL cooperation for near futures from previous sales data. Conducted market research on competitor’s performance and copywriting work on social media posts. Negotiated with organizations and individual KOL for collaborations from platforms (Instagram & Red).
Prepared various audit lead summary reports that document audit testing purposes。 Assisted with audit risk assessments documentation on various accounting subjects, such as accounts payable, fixed assets and intangibles. Assisted with audit work paper prior year documentation roll forward and updated various tick marks based on current year changes. Engaged in organizing and attending team meetings and setting up schedules for daily routines. Demonstrated strong communication skill by coordinating with internal and external team meeting and timely brought up potential issues/open items with team through initial audit work paper roll forward. Recorded the data of all interns from onboarding, including basic information and performance during the internship. Tracked down the performance of all interns based on feedbacks from project managers and reported to HR department. Organized all intern onboarding files and wrote monthly report for senior associates to refer to.
Assisted clients to inform purchase decisions by showing graphics generated with Excel and R. Conducted complex data analysis with programming language and implemented predictions of fund benefits. Utilized data and graphics to write reports on optimizing new fund portfolios for clients’ future purchases. Worked as a team to check the accuracy of data predictions and purchase solutions. Cooperated with other departments on improving better customer experience.