Experience

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  Tiger Pacific Capital LP

  • New York, New York, United States

  • Financial Reporting Analyst

    • Aug 2023 - Sep 2023
    • New York, New York, United States

    •Utilizes pivot tables and advanced formulas to analyze a quarter's investment data, calculating profit/loss ratios and identifying high-return stocks based on total income/loss, average holding period, and transaction frequency, equipping management with essential financial insights.•Processed and analyzed over 500 stock transactions using Excel (VLOOKUP), significantly boosting efficiency and accuracy, reducing data typing errors by 20%, and reinforcing the reliability of financial reporting.•Enhanced financial reporting efficiency by 30% through reimbursement expense categorization, significantly reducing accounting reporting errors.•Assisted the fund's controller in optimizing financial workflows and audits, enhancing fund accounting accuracy, and facilitating strategic communication for effective decision-making.

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  Overseas Student Service (OSSC)

  • New York, New York, United States

  • Marketing & Sales Team Lead

    • Jul 2021 - Dec 2021
    • New York, New York, United States

    • Recognized for expanding OSSC's market to colleges in the Northeast Region through social media outreach, sponsoring college clubs, and hosting promotional events at universities.• Assembled a team of 10+ sales reps to expand the sales and promotional reach, increase the source and number of leads, and boost conversion rates efficiency.• Elevated OSSC’s marketplace profile by forging partnerships with five diverse college clubs, co-creating and executing targeted events that enhanced brand visibility and engaged the student community effectively.• Played a pivotal role in performing local market research by conducting 20 student interviews to develop educational products that meet current and future student needs.