Bio
Credentials
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CFA level 1
CFA Institute
Experience
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Financial Management Program
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Jul 2023 - May 2024
1st Rotation-FP&A cash•Pacing: managing Asia NU cash dashboard by tracking billing, collection and disbursement status;•Planning: preparing ER, SII and OP plan in align with project progress;•Closing: reconcile actual cash collection and disbursement with HQ;2nd Rotation-FP&A Income Statement-China Service•Pacing: prepare China pacing consolidation and week over week variance analysis with operational drivers•Planning: cooperate with ITR finance and operation team to lead China 6Q review/TY refresh consolidation•Closing: prepare BAM TR report, closing daily pacing file and reporting deck to facilitate SOF’s work and smooth overall closing process
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Lombard International Group
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卢森堡 卢森堡
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Private Market Monitoring Intern
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Feb 2023 - Jun 2023
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卢森堡 卢森堡
• Assessed the NAV of unquoted investments as well as relevant risk factors related to that investment within a policy• Managed deposit requests for unquoted assets and ensured their accurate reflection in custodian banks• Coordinated with Investment Managers to ensure timely and accurate capital call payments. Followed up on outstanding payments and maintained cash balance on related accounts
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Education
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2021 - 2023法国南特经济管理学院
Master's degree, GE(Corporate Finance & Supply Chain) -
2016 - 2020武汉理工大学
Bachelor's degree, Financial Management
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