Bank Teller

• Aug 2019 - Present

Equity Research Intern

• Dec 2018 - Mar 2019

Finance and investment intern

• Aug 2018 - Oct 2018

Consulting Project Team leader(School Project)

• Jan 2018 - May 2018

• Managed client interactions, including setting up routinely meeting, updating project process timely to the client, drafting strategy memos, and presenting recommendations to management. • Used Bloomberg and Marketline to conduct market research on main competitors like UberEATS to develop a necessity & feasibility report for RDS part of OrderSnapp, leading to cost saving of $50,000. • Collected and analyzed over sixty restaurants’ usage conditions of POS system in Rochester through cold calls and field research, along with the competitive reports in POS industry to provide improvement suggestions regarding pricing, sales channel, and product functions. Show less

Tax Intern

• Aug 2016 - Sep 2016

• Engaged in tax advisory project of CMEC, conducting in-depth market research on electronic industry in seven middle east countries, and assisted to provide clients with specific investment recommendation. • Researched, analyzed and translated 11 pages tax system in Saudi Arabia and Mongolia from English into Chinese. • Organized over 200 pages M&A report, highlighting important parts according to requirements, also assisted in drafting presentation materials. • Summarized VAT research and analysis on various regions to facilitate fulfillment of tax report, reviewing tax return forms. Show less

Audit intern

• Jan 2016 - Feb 2016

• Gathered, organized and analyzed spreadsheet data, company accounts, and financial control system, preparing worksheet statements on cash and payables parts. • Examined large amount cash, vouchered receivables and equipment purchase receipts, performed substantive procedures on revenues, conducted the cut-off test on sales, also did inventory-taking on fixed assets. • Drafted and updated five companies’ financial reporting notes according to worksheet statements. • Gathered, organized and analyzed spreadsheet data, company accounts, and financial control system, preparing worksheet statements on cash and payables parts. • Examined large amount cash, vouchered receivables and equipment purchase receipts, performed substantive procedures on revenues, conducted the cut-off test on sales, also did inventory-taking on fixed assets. • Drafted and updated five companies’ financial reporting notes according to worksheet statements.