Experience

Shinenergy Technology(Shanghai) Co.,Ltd

• China
• Manufacturing
• 1 - 100 Employee

• Sales Engineer

  • Nov 2022 - Present



宜信财富控股有限公司

• China
• 1 - 100 Employee

• Private Wealth Manager

  • Oct 2021 - Nov 2022



PwC Youplus

• Pudong, Shanghai, China

• Trainee

  • Oct 2020 - Jun 2021

  C-Trip corporate sponsored project (market entry) - Yacht Oct 2020 – March 2021 Conducted marketing sizing, forecast and visualization with desk top research, first-hand data and assumptions (using Tableau, Excel and PPT) Conducted macro-environmental analysis on Yacht market with focus on regulation perspective Conducted 5 interviews, designed 2 questionnaires and produced 20+ slides of PPT to provide market-entry strategic insights based on analysis of industry, value chain, competitor and consumer C-Trip corporate sponsored project (market entry) - trip shoot Produced profit distribution analysis on trip shoot industry by conducting desktop research and making 3 cold call Worked with team to provide market entry strategic insights based on consumer analysis PwC Assurance (annual audit and IPO audit) April 2021 – Current Took charge in executive board bank statement review to identify, follow up and update 50+ uncertain transactions from 5 executives, clarified all uncertain transactions for pre-IPO Took charge in reporting and following up of 300+ confirmation letter, worked with PwC SDC department to produce 2 control sheets which was accepted for its clarity Supported the team in preparation of workbook on cash and cash equivalent, PPE, intangible assets, long-term expenses to be amortized, construction in process Carried out JE testing, inventory status test, purchase detail test and VAT-out test to support audit test, all adopted Participated in testing of digital filling tool to improve the efficiency of report number filling Translated and casted 10+ English and Chinese audit reports, with 100+ improvements and reports mostly adopted Worked closely with manager and filling team to take charge of file archiving for 2 companies on time Show less



BDO China-SHU LUN PAN Certified Public Accountants LLP

• China
• Accounting
• 200 - 300 Employee

• Tax Assistant

  • Dec 2019 - May 2020



PwC Australia

• Barangaroo, New South Wales, Australia

• PwC FBT consultant

  • Apr 2019 - Jul 2019



360 Investment group

• 83 York street

• Acounting Intern

  • Jan 2019 - Feb 2019



Rolling Monster

• Sydney, Australia

• Activity planning assistant

  • Mar 2018 - May 2018

  Event & Marketing Planning Agent Negotiated contract with key vendors/contractors, reducing relevant cost by 30%. Worked with 10 colleagues to plan, organize and manage 3 events with 500+ participants. Developed 3 marketing slide deck via PowerPoint for clients to promote brand awareness. Prepared Gnatt Chat and work breakdown in Excel to project progression management. Supported manager to develop project budget in procurement and human resource; managed and analyzed variance to ensure efficiency. Show less



LJ ACCOUNTING LTD

• United Kingdom
• Accounting
• 1 - 100 Employee

• Intern

  • Dec 2017 - Feb 2018

  Boutique accounting firm focusing on SME/private client taxation Prepared and lodged 5+ financial statements and BAS reports for institutional clients Collaborated with 10+ client contacts and stakeholders to identify items relevant to tax return/deduction, supporting preparation of documentation. Supported 5 SME clients to generate P&L report for tax purpose by processing 1000+ invoice/transaction data via Excel and Handiledger with 0 error. Identified 2 abnormal transaction in clients expense by perform periodical and historical trend analysis and comparison, contributing to correcting errors. Performed bank reconciliation for clients to validate transactions. Resolved data issues in transactions by communicating with clients’ finance managers. Supported engagement lead to advice client optimizing company structure for tax benefits. Show less



Wt Realty

• Sydney, Australia

• Intern

  • Jul 2017 - Oct 2017

  Real estate agent Advised 10+ clients to select property based on their preference, budget and finance condition, supporting manager to grow customer base. Communicated with 100+ clients to promote new releases. Supported to conduct market research, forecasting market growth by analyzing policy & regulations, economic trends and historical market data. Real estate agent Advised 10+ clients to select property based on their preference, budget and finance condition, supporting manager to grow customer base. Communicated with 100+ clients to promote new releases. Supported to conduct market research, forecasting market growth by analyzing policy & regulations, economic trends and historical market data.