World Financial Group, Sales Representative, New York, United States

2024.07 - Currently

• Engage with the clients to customize a holistic financial plan, which includes investment, tax strategies, asset allocation, various insurance needs, college education funds, retirement planning, cash flow projection

​

 

Ernst & Young, Consultant, FSO, FSRM, Shanghai China

2021.12 - 2022.07

• Conducted Credit Rating Method System and Models in various industries, developed the financial screening system to

check the hundreds of thousands of financial statement

• Provided data mining, quantitative analysis services to large financial institutions

​

 

Accenture, Business Integration Arch Analyst, Beijing, China

2021.06-2021.11

• Responsible for the discussion, analysis, organization and configuration of the projects, wrote the use case, use story,

functional speculation, and requirement speculation

• Defined the high-level business processes, made the requirement management and task prioritizations

​​​​

​

Bank of China, Intern, Research Department

Beijing, China

2020.09-2020.11

• Joined Global Economics Team and analyzed the global monetary policy, fiscal policy, and trade policy

• Collected and translated the research reports from PIIE, CFR, CSIS, CATO, etc. Assisted the leader to edit the Global Economic and Financial Outlook

​​

​

Vida Private Wealth, Financial Analyst Intern

Los Angeles, CA

​2019.11 - 2019.12

• Attended meeting with high-net-worth clients, conducted produce due diligence, the development of corporate infrastructure, financial analysis, and client interactions

​​

​

City of Montebello, Intern, Financial Department

Los Angeles, CA

​2018.09 - 2018.12

 

• Used Microsoft BI platform to analyze the historical financial data from different account structures to make budgeting, forecasting, and evaluate operational efficiency and effectiveness

• Built an analytical tool so that management could identify weak areas for improvements, detect fraud

 

 

CreditSpectrum Corp, Intern, ABS Department

New York, NY

​2017.07 - 2017.08

 

• Acquired knowledge about different Asset-Backed Securities structures and cash flow characteristics

• Analyzed cash flow of a sequential pay ABS sample deal and calculated the loss-adjusted yield and duration

• Designed a VBA code to translate the accounts and to clean data of over 200 financial reports

​

​

Ernst & Young, Intern, Audit Department

Beijing, China

​2016.01 - 2016.02

 

• Assisted senior members in writing annual audit reports, collected financial dealings information from various parties, and organized into the company’s central data repository

• Reviewed and improved the analytic procedures of the auditing process