Experience

China Telecom Americas

• United States
• Telecommunications
• 200 - 300 Employee

• Business Analyst

  • Jul 2018 - Present

  • Created a million-dollar investment evaluation in an emerging market: validating assumptions based on data analysis and research, building a 10-year integrated 3 statement financial projection model, creating an executive presentation with a detailed business plan and risk assessment. • Led 3 corporate expansion project: conducting location analysis, building business plans and financial models, cooperating with consulting firms to improve market and risk assessment.• Prepared 9 internal financial reports for the Director of Finance: analyzing profitability and risks.

• Business Analyst

  • Jul 2018 - Present



Duke University

• United States
• Higher Education
• 700 & Above Employee

• Forensics Track Chair

  • Jul 2017 - Jul 2018



BMO Harris Bank

• United States
• Banking
• 700 & Above Employee

• Commercial Banking Intern

  • Jun 2016 - Aug 2016

  • Conducted credit due diligence and prospect research on 50+ local companies’ credit agreements and stock repurchase programs: prioritizing and acquiring new clients for relationship managers.• Drafted credit underwriting for credit administration: evaluating leverage ratio, liquidity ratio, and analyzing revenue trends, profitability, and debt service coverage• Compiled annual credit analysis: drafting 10+ industry and business overviews and achieving zero past-due annual reviews during the months of June and July.



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Audit Summer Intern

  • Jun 2015 - Aug 2015

  • Contributed to 2 audit engagements and volunteered to join an IPO project: employing accounting knowledge and familiarizing with audit practices as well the IPO process• Conducted operational and financial audits to assure financial statements are fairly presented in alignment with HKFRS (Hong Kong Financial Reporting Standards)• Tested the internal control, communicated findings to supervisors and generated detailed reports: ensuring effectiveness of clients’ internal control and enhancing organizational efficiency• Applied Monetary Unit Sampling technique on transaction data: identifying material transactions to vouch and assessing risks of material misstatement due to fraud• Managed, confirmed and updated over 50 subsidiaries’ statuary records and journal entries• Led team and won championship in KPMG summer intern presentation competition



Microsoft

• United States
• Software Development
• 700 & Above Employee

• Technology Consulting Summer Intern

  • May 2014 - Aug 2014

  • Chaired a promotional committee to draft a targeted communication strategy, developing, planning and implementing detailed 20 multi-channel events for 180 client employees on a 6-month timeline.• Managed relationship between 6 Microsoft-based project programmers and 10 client Managing Director, together developing a portal website for Amway and restructuring its information system.• Conducted a need analysis by examining feedbacks and concerns from client, translating client’s specification, and presenting a reverse walkthrough with graphics to reach consensus.• Designed a promotional campaign featuring newsletters, outreach emails, and physical media.



Novartis

• Switzerland
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Clinical Trial Assistant Intern

  • Mar 2013 - Apr 2013

  • Assisted in data analytics with trial data entry and management • Communicated the clinical trial updates with relevant departments



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Medical Insurance Consulting Analyst Intern

  • Jun 2012 - Aug 2012

  • Created International Statistical Classification of Diseases, Related Health Problems and Critical Illness Comparison spreadsheets, attaining information about healthcare-related consulting services• Translated and updated annual medical insurance reports and daily emails



Bank of China

• Banking
• 700 & Above Employee

• Internal Control Intern

  • Jun 2011 - Aug 2011