Business Analyst Intern

• Oct 2022 - Present

Business Systems Analyst

• May 2023 - Aug 2023

Treasury Analyst

• Mar 2022 - Jun 2022

• Built an Excel database for 8,000 investors and performed data cleaning and data structuring, improving accounting and client relationship efficiencies, and reducing the customer feedback queries by 2-3 days • Developed and advanced reconciliation and cash application processes in a startup atmosphere, increasing the accredited investors’ payment accuracy and proofreading effectiveness by 23% in NetSuite system • Built an Excel database for 8,000 investors and performed data cleaning and data structuring, improving accounting and client relationship efficiencies, and reducing the customer feedback queries by 2-3 days • Developed and advanced reconciliation and cash application processes in a startup atmosphere, increasing the accredited investors’ payment accuracy and proofreading effectiveness by 23% in NetSuite system

Student Success Guide

• Aug 2021 - Dec 2021

• Direct over 20 freshman students and provide them with helpful resources and experiences to succeed on the first year • Strategize and optimize this new initiative with Student Success Coordinator based on students’ feedbacks and behaviors • Direct over 20 freshman students and provide them with helpful resources and experiences to succeed on the first year • Strategize and optimize this new initiative with Student Success Coordinator based on students’ feedbacks and behaviors

Operating Assistant and Data Analyst Assistant

• Jan 2021 - Sep 2021

• Tracked daily online user’s activities on company’s social media platform, stream channel, and official article account • Formulated and implemented growth strategies through analysis based on users’ tastes and preferences • Boosted the user group from 500 to 6,000 subscribers and the play volume reached 50,000 views in 3 months • Assisted to facilitate an online streaming project deal with EP group (Adidas supplier) • Tracked daily online user’s activities on company’s social media platform, stream channel, and official article account • Formulated and implemented growth strategies through analysis based on users’ tastes and preferences • Boosted the user group from 500 to 6,000 subscribers and the play volume reached 50,000 views in 3 months • Assisted to facilitate an online streaming project deal with EP group (Adidas supplier)

Cash Management and Treasury Finance

• Jan 2020 - Jun 2020

• Recorded and reviewed employee Stock Option Exercises and daily corporate cash positioning report • Maintained schedules on a $350+ million portfolio and the related corporate hedge portfolio • Participated in projects to improve processes and ensured the macro and formula functions are performed efficiently • Assisted with gathering Sell-side Analysts models of the Company’s earnings and inputted data into model analysis • Recorded and reviewed employee Stock Option Exercises and daily corporate cash positioning report • Maintained schedules on a $350+ million portfolio and the related corporate hedge portfolio • Participated in projects to improve processes and ensured the macro and formula functions are performed efficiently • Assisted with gathering Sell-side Analysts models of the Company’s earnings and inputted data into model analysis

Research Assistant

• Sep 2019 - Dec 2019

• Researched, identified, and organized financial articles and journals for upcoming research uses • Assisted Finance Professor in cleaning and analyzing Excel datasets related to Stock Market Volatility and Sharpe Ratio Analysis • Researched, identified, and organized financial articles and journals for upcoming research uses • Assisted Finance Professor in cleaning and analyzing Excel datasets related to Stock Market Volatility and Sharpe Ratio Analysis

Lawyer Assistant

• Jun 2019 - Aug 2019

• Gathered and summarized legal cases to ensure proper record keeping of past trials • Designed business-related legal counsel contracts as well as translated Chinese documents to English • Gathered and summarized legal cases to ensure proper record keeping of past trials • Designed business-related legal counsel contracts as well as translated Chinese documents to English