Assistant To Chief Executive Officer

• Jun 2020 - Present

Energy trading Analyst

• Apr 2017 - Jun 2020

1. To help determine the purchase price of power plants, involve in the project analysis including CapEx investment ROI, costing and margin analysis, sort out financial forecasts and build financial models, identify key value drivers for sensitivity analysis, initiate valuations and investment analysis reports, verify the third-party valuation report. Projects include: - Acquisition of one ground power station in Guangdong with a total investment around four trillion Yuan - Acquisition of one PV project in Zhejiang with a total investment around two trillion Yuan - Acquisition of one PV power station in Shaoxing with total investment around two trillion Yuan - Undertake a power station EPC in Hebei with a total investment around one trillion Yuan - Undertake the government Golden-Sun Project EPC with a total investment around two trillion Yuan 2. Develop carbon emission reduction for self-sustaining power plants, build price forecasting models, and evaluate the emission reductions to assist customers in completing emission reduction transactions. Participating projects include: - Assist a government owned firm in Beijing to complete the implementation of 100,000 tons of carbon allowances; - Assist a carbon asset management company in Shanghai to complete the replacement of 145,000 tons of carbon emission reductions with a transaction amount of 4.3 million yuan 3. Conduct research on the electronic spot market and carbon trading market, including potential market capacity, macro benchmarks and competitive analysis 4. Compile the company's business development strategy and business plan, formulate the company's mid- and long-term strategic development plan; decompose monthly working tasks and integrate the monthly conference information to Company CEO. 5. Study the future policy guidance, help determine the investment model of the power station 6. Assist in building cost sharing and pricing models, tracking project risk monitoring and reporting on important issues Show less

Real Estate Department Budget Analyst

• Jul 2016 - Feb 2017

• Assist Finance Manager in preparing financial analysis, projecting costs and profits and checking status of property leases using Harbor Flex; • Analyze and evaluate current and past financial data; • Establish the budget for 150+ leased and owned properties, produce variance analysis and corrective action • Assist Finance Manager in preparing financial analysis, projecting costs and profits and checking status of property leases using Harbor Flex; • Analyze and evaluate current and past financial data; • Establish the budget for 150+ leased and owned properties, produce variance analysis and corrective action

Financial Assistant

• Jan 2016 - May 2016

• Assisted in reviewing monthly financial reports and project financial records for inconsistencies and ensured that all expenses are properly charged. Initiated transfers for discharged costs • Assisted in entering information into the financial tracking system by working with project managers • Performs general office task including photocopying, faxing, phone calls, and email • Assisted in reviewing monthly financial reports and project financial records for inconsistencies and ensured that all expenses are properly charged. Initiated transfers for discharged costs • Assisted in entering information into the financial tracking system by working with project managers • Performs general office task including photocopying, faxing, phone calls, and email

Institutional Banking Group Summer Analyst

• May 2015 - Aug 2015

• Analyzed clientele based on their income statements and balance sheets • Prepared the Road Show Presentation and meeting materials • Calculated relative ratios based on firms’ financial statements to make valuation • Evaluated overall risk of potential clients and generated Excel reports • Conducted research on selected industry and firms within it and initiated reports. • Provided assistance to program management in support of Global Client Intelligence goals • Performed research, financial analysis and modeling. • Contributed to writing executive summary, weekly reports, and financial analysis. Show less

Freeman Report

• Feb 2015 - May 2015

Enrolled in a team of four students selected to participate in sell-side analyst report on the E&P company Carrizo Interviewed top management, visited company sites, and conducted extensive industry and company analysis Produced DCF and relative valuation models using Excel and research on Bloomberg Published an investing research report and provided investors with investment advices based on the industry research, peer analysis and company valuation. . Enrolled in a team of four students selected to participate in sell-side analyst report on the E&P company Carrizo Interviewed top management, visited company sites, and conducted extensive industry and company analysis Produced DCF and relative valuation models using Excel and research on Bloomberg Published an investing research report and provided investors with investment advices based on the industry research, peer analysis and company valuation. .

Operations Management Summer Analyst

• Apr 2014 - Jun 2014

• Consulted related data, analyzed financial situation and stock trend of Listed Company in Baoding • Made market survey, investigated current situation of companies in Hebei Province • Performed extensive market research. • Determined brand perceptions and reputations. • Evaluated market penetration. • Developed groups and solicit customer feedback. • Consulted related data, analyzed financial situation and stock trend of Listed Company in Baoding • Made market survey, investigated current situation of companies in Hebei Province • Performed extensive market research. • Determined brand perceptions and reputations. • Evaluated market penetration. • Developed groups and solicit customer feedback.

Operations Management Summer Analyst

• Apr 2013 - Aug 2013

• Initiated credit risk reports based on research into the credit histories, liquidity, profitability, management quality, and guarantee of prospective borrowers • Made valuations among these companies by collecting relative indicators like EPS and margins • Created questionnaires and surveys. • Conducted secondary research, including finding information from industry associations, statisticians and marketing experts. • Generated reports monthly deliverables for management team. Show less