Honor: Merit Scholarship Recipient (2018)

Honor: Outstanding Student Scholarship (2014-2018)

• Prepared the quarterly ROI reports to evaluate marketing, media, sales and promotions spend
• Conducted statistical analysis to analyze customer patterns and purchase behaviors across 5 regions
• Integrated data from multiple data bases to draw insights on product pricing, sales forecasts and marketing budgets
• Provided technical recommendations to optimize data base management by 30%
• Assisted the Senior Manager in improving financial policies and developing new accounting protocols
  

• Analyzed the financial performance of 20+ companies by computing liquidity, solvency and profitability ratios
• Summarized the loan details of 50+ default accounts and provided recommendations on mitigating credit risks by 3%
• Performed due diligence on clients’ financial statements and used a risk control framework to assess their market/credit risks
• Drafted a report on the polices and regulations governing financial securities, taxes and foreign investments
• Improved understanding of strategic, compliance risk, audit risk and cyber risk assessments

• Ensured cash disbursements, purchasing card transactions and travel expense reports complied with company policies
• Completed audit manuscripts and provided confirmations to clients and banks.
• Documented test findings and reported results to the Department of Audits Leadership Team.
• Performed thorough bank reconciliation to ensure 100% accuracy on the financial statements and negotiated with clients to solve problems in time
• Recommended new metrics, financial controls and KPI’s to reduce costs and to improve business practice

• Investigated economic trends in equity markets and identified industry drivers for the TMT sectors
• Provided analysis support in the IPO worth $25M of Tangshan Sunfar Silicon Industry Co
• Used the DCF, the NPV and the Ratio Valuation method to assess the company’s value
• Provided research on investment trends, capital markets and consumer markets for the firms group managers

• Performed due diligence for target companies, such as Costco, Facebook and AT&T, using multiple resources (e.g. Bloomberg, Yahoo Finance and annual reports)
• Evaluated the companies using the DCF, comparable companies and precedent transactions methods
• Developed equity reports in an easily understandable way and prepared the presentation decks
• Built an equity portfolio in a virtual trading account and achieved an annual return as of 23% from 2017-2019