Experience

TIGRESS FINANCIAL PARTNERS

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Analyst

  • Sep 2019 - Present

  • Developed sell-side pitch materials, including market positioning, growth opportunities, potential buyers, valuation elements, and sale process considerations • Generated and prepared due diligence report and pitch deck for financial institutions/investors to raise capital • Successful case examples: a. Gas It Up, Inc: Got the deal done with SFO&DFW International Airports to use the GasItUp App to refuel their vehicles b. Mediseen Hospital&Health Care: Successfully raised $12 million by Equity financing



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• Accounting Associate

  • Oct 2017 - Present

  • Reconsolidated and established a new version of quality assurance and online reporting tool, coordinated cross financial team and led domestic training sessions for District Managers resulting in a 20% reduction in cost of process • Responsible for month-end reporting process, collaborated with analyst team to conduct regional and comparable analysis of Farmers Insurance, presented the current performance of combined operating earnings to manager team • Prepared weekly briefings for team members on status of ongoing projects, new business development initiatives and feedback from end users, delivering real-time transparency into business progress • Generated and evaluated end-to-end test cases for a new policy system two weeks prior to the deadline, awarded for outstanding case generation and work efficiency by Head of Finance Department



Chang Wan Nian Usa Co.,Inc

• Real Estate

• Financial Analyst

  • Jan 2017 - Oct 2017



Bank of China

• Banking
• 700 & Above Employee

• Summer Intern

  • May 2015 - Aug 2015

  • Analyzed securities portfolios using quantitative models to optimize balance between risk taking and rate of return realized • Reinforced client relationships by frequent client communications on topics including investment advice and new financial products, improving sales target by approximately 10% within 2 months • Developed research reports and gained experience within the bank’s finance, credit risk, commercial lending, consumer lending, mortgage lending, operations and strategy department



Baosteel Group Co.

• China
• Industrial Machinery Manufacturing
• 300 - 400 Employee

• Summer Internship

  • May 2014 - Aug 2014

  Produced detailed reports for general accounting, cost accounting and detailed financial analysis with supervisor. Checked the balance between available cash flow with the needed supply chain. Produced detailed reports for general accounting, cost accounting and detailed financial analysis with supervisor. Checked the balance between available cash flow with the needed supply chain.