Experience

华鑫证券有限责任公司

• China
• 1 - 100 Employee

• Intern at Assets Management Department

  • Mar 2023 - Present

  • Update and maintain weekly return data for private equity FOFs • Prepare subscription materials for private equity funds and interface with private equity firms to ensure that the subscription process is properly implemented • Complete due diligence on the private equity firm to ensure that the target company's risk rating is within acceptable limits • Update and maintain weekly return data for private equity FOFs • Prepare subscription materials for private equity funds and interface with private equity firms to ensure that the subscription process is properly implemented • Complete due diligence on the private equity firm to ensure that the target company's risk rating is within acceptable limits



Treasury Payment Center

• Shenzhen, China

• Intern at No. 5 Payment Center

  • Jul 2022 - Aug 2022

  • Collated, sorted, and compiled 1 K+ documents. • Entered 1K+ financial expenditure vouchers and double-checked the attached documents and contracts for accuracy. • Checked the accuracy of financial statements according to the balance reconciliation statements at the end of each month and successfully adjusted the difference using the detailed account. • Collated, sorted, and compiled 1 K+ documents. • Entered 1K+ financial expenditure vouchers and double-checked the attached documents and contracts for accuracy. • Checked the accuracy of financial statements according to the balance reconciliation statements at the end of each month and successfully adjusted the difference using the detailed account.



MaloneBailey, LLP

• United States
• Accounting
• 1 - 100 Employee

• Audit Intern

  • Jan 2022 - Feb 2022

  • Translated bank confirmations, lease contracts, and board meeting minutes. • Verified the consistency in the account balance sheet and the subsidiary account amounts and filled in the trial balance sheet. • Selected the sample cash account, completed the working papers, and prepared the bank confirmation letter. • Calculated the closing balance of construction in progress, fixed assets, and depreciation, selected a sample according to the item amount in the detailed list, and filled… Show more • Translated bank confirmations, lease contracts, and board meeting minutes. • Verified the consistency in the account balance sheet and the subsidiary account amounts and filled in the trial balance sheet. • Selected the sample cash account, completed the working papers, and prepared the bank confirmation letter. • Calculated the closing balance of construction in progress, fixed assets, and depreciation, selected a sample according to the item amount in the detailed list, and filled in the working papers. Show less • Translated bank confirmations, lease contracts, and board meeting minutes. • Verified the consistency in the account balance sheet and the subsidiary account amounts and filled in the trial balance sheet. • Selected the sample cash account, completed the working papers, and prepared the bank confirmation letter. • Calculated the closing balance of construction in progress, fixed assets, and depreciation, selected a sample according to the item amount in the detailed list, and filled… Show more • Translated bank confirmations, lease contracts, and board meeting minutes. • Verified the consistency in the account balance sheet and the subsidiary account amounts and filled in the trial balance sheet. • Selected the sample cash account, completed the working papers, and prepared the bank confirmation letter. • Calculated the closing balance of construction in progress, fixed assets, and depreciation, selected a sample according to the item amount in the detailed list, and filled in the working papers. Show less



China Guangfa Bank

• Financial Services
• 200 - 300 Employee

• Intern at Credit Card Department

  • Jul 2021 - Aug 2021

  • Summarized and visualized the credit card activating status of 30+ sub-branches using the V-LOOKUP and assisted in writing a 1K+ word business management weekly report. • Participated in the business negotiation between China Guangfa Bank and Shenzhen Baoan District Volunteer Federation, completed the meeting minutes, and proposed including the distinctive features of the China Guangfa Bank credit card in the co-branded card, which was recognized and implemented. • Summarized and visualized the credit card activating status of 30+ sub-branches using the V-LOOKUP and assisted in writing a 1K+ word business management weekly report. • Participated in the business negotiation between China Guangfa Bank and Shenzhen Baoan District Volunteer Federation, completed the meeting minutes, and proposed including the distinctive features of the China Guangfa Bank credit card in the co-branded card, which was recognized and implemented.