Yifan Chen

BP analyst at 花旗银行(中国)有限公司
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Contact Information
us****@****om
(386) 825-5501
Location
Shanghai, China, CN

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Experience

    • China
    • Financial Services
    • 1 - 100 Employee
    • BP analyst
      • Nov 2018 - Present

      -providing Business planning, analysis and reporting to support decision. -assist in the timely preparation of periodically management reports to assist management in understanding and/or driving business performance • Drive Monthly financial forecasting and actual performance management. Responsible for collection, consolidation, analysis and reporting of monthly financial actual and forecasting performance reporting. This includes driving efforts to understanding root causes of variances. • Conduct ad-hoc financial analysis/special projects (regional business review deck) Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • CCB EB specialist
      • Jun 2017 - Present

      1.Client onboarding : Liase with client to Prepare EB onboarding document and review the document before submitting to EB team 2.Providing training to newly onboard client and solve EB issue client raised to ensure client experience throughout onboarding to training.3. Act as a contact point for EB issue for all CCB clients and relationship manager. Provide timely support for all EB issue including payments,reports,entitlement set-up etc.4.Payment analysis: Responsible for monthly payment analysis for CCB.Monitor the penetration rate of client usage of EB Show less

    • Operations Specialist
      • Sep 2016 - Jun 2017

    • United Kingdom
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • treasury intern
      • Feb 2016 - Aug 2016

      1. check documents provided by dealers 2.Prepare daily bank snapshot & weekly actual bank balance report, monthly report 3.Assist Treasury team members on daily payment transactions and e-bank system management 4.Assist Treasury team members on bank account management 5.Assist Treasury team members on Corporate Card Application 6.Assist Treasury team members on Dealer deposit master date maintenance 7.Assist Treasury team members on vehicle payment collection 8.Foreign currency prepayment registration and verification by SAFE on-line system 9.Tracking and recording custom paper to reconcile with the actual goods prepayment and verification with banks. Show less

Education

  • 英国巴斯大学
    硕士, Innovation and Technlogy Management
    2014 - 2016
  • 英国南安普顿大学
    Management
    2011 - 2014

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