销售交易经理

• Nov 2020 - Present

Senior Financial Analyst

• Mar 2017 - Sep 2020

• Increased ROA and Revenue by applying data analysis and strategic planning on sales/margin of product lines and key customers/suppliers to span both functions and levels to ensure effort, focus and alignment is achieved. • Improved cash availability and cash conversion cycle by providing budgeting and planning, by finding effective models to forecast and refine company’s revision and strategy. • Built valuation models and consulting to lead company’s acquisition in Turkey and Colombia, directed and oversaw foreign entities to be smoothly integrated with core business and scope. • Developed quantitative analysis to define and optimize KPIs, providing visualized reports and actionable insights through NetSuite and Tableau. • Improve inventory turnover by forecasting demand/supply and optimal inventory levels, preferred suppliers for over 400 items and six warehouses. • Streamline operation processes, SIOP management, and risk control to benefit company financial performances. Show less

Financial Advisor

• May 2016 - Mar 2017

• Practiced as the underwriters for three new Closed-End Fund IPOs: JHB from Nuveen Investments, OPP from DoubleLine Capital Management, FIV from First Trust Advisors. • Independently managed ten clients' portfolios of USD 1 Million assets, and 10 Million assets under management with 4-person team. • Deployed positive high net worth individual clients relationship with successful 401K, IRA retirement plans opening and management. • Carried out stock, fund and option trading based on consummate analysis from custodian Royal Bank of Canada to manage current clients' personalized investment portfolios. • Lead a consultant team with four trainees to reach out potential clients within 17 registered states in U.S. via cold call. Show less

Master in Information Systems and Operation Management

• Aug 2014 - May 2016

Activities and Societies: AIS Graduate Master Student (GPA: 3.7) Activities and Societies: Capital Market Lab in Warrington College of Business Administration Participate in Capital Markets Lab at Warrington College of Business supervised by Dr. Takeda-Brown Activities and Societies: AIS Graduate Master Student (GPA: 3.7) Activities and Societies: Capital Market Lab in Warrington College of Business Administration Participate in Capital Markets Lab at Warrington College of Business supervised by Dr. Takeda-Brown

Research Assistant & Teaching Assistant

• Jan 2012 - Jun 2014

Research Assistant Supervised by Professor Xiaoping Yang, Information System Engineering Lab• Participated in the core project: A Web Usability Evaluation Based on Semantic Analysis• Built Energy regulation & Data Analysis System for Zhongneng Xingke Energy Efficiency Technology Co., LtdTeaching Assistant • Supervised by Professor Deng Hu• General Course for Mental Health, Emotional Psychology

Bachelor Student in Information Management and Information System

• Sep 2010 - Jun 2014

•Graduate summa cum laude •Research Assistant, Supervised by Professor Xiaoping Yang, Information System Engineering Lab•Participated in the core project: A Web Usability Evaluation Based on Semantic Analysis•Built Energy regulation & Data Analysis System for Zhongneng Xingke Energy Efficiency Technology Co., Ltd•Teaching Assistant, General Course for Mental Health, Emotional Psychology

IT Development Intern & Logistics Management Intern

• Jul 2013 - Dec 2013

•Joined the Upgrade project for Information Systems of Convenience Stores (CVS) managed by the company •Optimized business IT system process, including supply chain and retail store management •Designed API for information management systems, containing logistics, data warehouse and supply chain •Compiled operation manual for CVS information System and debugged coding & system in simulation •Planned and organized the overall reform of logistics system and organizational structure management •Took charge of strategies analysis and business operation of the distribution center using WMS and CALS •Collaborate with Departments such as Customer Service, Transportation to finish daily logistic management Show less

Automobile Financial Intern

• Mar 2013 - Aug 2013

•Conducted credit rating jobs and recommended credit rating for over 3000 retail dealer •Assisted with loan evaluation by conducting financial statement analysis and operation assessment •Participated in management of the marketing supply system including over 100 automobile suppliers •Conducted credit rating jobs and recommended credit rating for over 3000 retail dealer •Assisted with loan evaluation by conducting financial statement analysis and operation assessment •Participated in management of the marketing supply system including over 100 automobile suppliers