Senior Consultant

• Feb 2021 - Present

Associate

• Jan 2020 - Feb 2021

● Developed RPA (Robotic Process Automation) projects for clients to retrieve data from multiple sources (web page, SQL Server, Snowflake Data Warehouse, etc.)● Designed operational and financial Tableau reports for clients to provide business insights of their organizations● Facilitated accounting monthly closing process (AR reconciliation, inventory reconciliation, GL consolidation, etc.) by using Alteryx and UiPath (RPA)● Automated the process of generating customized Excel reports for clients by using Python scripts

Summer Intern

• Jun 2019 - Aug 2019

● Designed loan amortization schedule over 48 months for client. Enhanced efficiency by improving calculation method of effective interest expense ● Verified 20,000+ outstanding check balances. Helped create automated procedure of oustanding check balance verification with Alteryx● Created Excel pivot tables for trend analysis of client's operating expense and production costs in May and June, 2019● Implemented internal audit tests with Wdesk on 200+ internal control procedures of the client

Audit Intern

• Jan 2018 - Apr 2018

● Participated in an audit project of an unlisted large-scale state-owned enterprise● Examined financial statements of 120 subsidiary companies and recommended revisions to the client● Completed audit working papers of five subsidiary companies and helped finalize the independent auditor’s reports● Helped prepare business contracts with 18 subsidiary companies of the client in one week

Trainee in Audit Department

• Jan 2017 - Jan 2017

● Joined an audit project of a state-owned enterprise listed in Hong Kong Stock Exchange ● Prepared bank confirmation letters and checked 20+ bank account balances of the client and its four subsidiary firms● Implemented walk-through tests on the client’s internal control system● Sampled and checked 120+ vouchers of the client’s selling and purchasing transactions

Surveyor

• Jul 2015 - Sep 2015

● Participated in the 2015 CHFS program aiming to collect financial data from 40K households in 29 provinces of China● Interviewed 36 randomly selected households from five neighborhoods. Enlarged the sample size of the survey program● Collected data of household demographic information, family income, expenditures, assets and debts● Received the Excellent Surveyor award