Senior Quantitative Analyst

• Aug 2018 - Present

Quantitative Risk Management Supervisor

• Jul 2015 - Jul 2018

Data Analyst

• Mar 2015 - Jun 2015

Analyzed, tracked and maintained enrollment data through real time processing of submissions, enrollment application to ensure accuracy of sales submissions and to link agent and policy to lead and commission. Responsible for accurate and prompt processing of plan issuance and enrollment applications. Reviewed, researched and communicated submission discrepancies, issues and findings to the appropriate parties. Analyzed, tracked and maintained enrollment data through real time processing of submissions, enrollment application to ensure accuracy of sales submissions and to link agent and policy to lead and commission. Responsible for accurate and prompt processing of plan issuance and enrollment applications. Reviewed, researched and communicated submission discrepancies, issues and findings to the appropriate parties.

Tax Intern

• Feb 2015 - Mar 2015

Prepared and filed tax returns and assisted in other tax compliance matters, such as replying to Tax bureaus and client's Revenue enquiries Provided tax advice in tax consulting (including indirect taxes and compliance); and assisted Senior Manager in dealing with tax compliance issues for clients Prepared and filed tax returns and assisted in other tax compliance matters, such as replying to Tax bureaus and client's Revenue enquiries Provided tax advice in tax consulting (including indirect taxes and compliance); and assisted Senior Manager in dealing with tax compliance issues for clients

Finance Intern

• Jun 2014 - Aug 2014

Assisted with reconciliations, financial planning and analysis, and historical review of costs as part of the month-end close process Compiled and organized financial data into voucher packets to be submitted to key public/government funders Streamlined auditing processes by preparing and gathering information related to audit requests stemming from external auditor and public funders requesting on-site visits Assisted with reconciliations, financial planning and analysis, and historical review of costs as part of the month-end close process Compiled and organized financial data into voucher packets to be submitted to key public/government funders Streamlined auditing processes by preparing and gathering information related to audit requests stemming from external auditor and public funders requesting on-site visits

Consultant

• Mar 2014 - May 2014

Performed an operational assessment of the donor process for a multi-million dollar non-profit agency serving the St. Louis community and recommended next steps to reengineer the organizational processes Performed an operational assessment of the donor process for a multi-million dollar non-profit agency serving the St. Louis community and recommended next steps to reengineer the organizational processes

Tax Preparer

• Jan 2014 - Apr 2014

Provided income tax return preparation with electronic filing to low income citizens in local communities. Provided income tax return preparation with electronic filing to low income citizens in local communities.

Summer Business Analyst

• Jul 2012 - Sep 2012

Conducted a commercial bank risk assessment and developed recommendations for improvement to ensure adherence to the new requirements of China Banking Regulatory Commission (CBRC) Conducted a commercial bank risk assessment and developed recommendations for improvement to ensure adherence to the new requirements of China Banking Regulatory Commission (CBRC)

Business Loan Intern

• Dec 2011 - Feb 2012

Evaluated client companies’ creditworthiness for business loan with qualitative and quantitative valuation to help determine the probability of default Confirmed the facts and conditions that might affect the value of client companies through reviewing leases, confirming expenses, performing inspections, examining legal documents and verifying compliance Evaluated client companies’ creditworthiness for business loan with qualitative and quantitative valuation to help determine the probability of default Confirmed the facts and conditions that might affect the value of client companies through reviewing leases, confirming expenses, performing inspections, examining legal documents and verifying compliance

Summer Intern

• Jun 2011 - Sep 2011

Research competitors self-service payment machines through on-the-spot investigation to identify possible improvement to Bank of Beijing machines Research competitors self-service payment machines through on-the-spot investigation to identify possible improvement to Bank of Beijing machines