Experience

Halverson & Company, Certified Public Accountants

• United States
• Accounting
• 1 - 100 Employee

• Accounting Intern

  • Jun 2023 - Present

  •Delivered accounting services, tax planning, and payroll processing for 9 businesses using QuickBooks; Assisted in the preparation of budgets and financial forecasts; Prepared financial statements, reconciled accounts, managed accounts payable and receivable •Performed in-depth financial data analysis, generating monthly reports on profit forecasts, cost of sales, and key financial metrics •Utilized Excel to develop cash-flow model and data visualizations. Effectively communicate complex financial insights with clients •Achieved a 20% reduction in an e-commerce client's cost of sales through financial analysis, implementing cost-saving strategies Show less



Ernst & Young Global Consulting Services

• Bahamas
• Business Consulting and Services
• 700 & Above Employee

• Consulting（Actuarial and Risk Management Group）

  • Feb 2023 - Apr 2023

  •Developed proficiency in insurance company solvency assessment, with a focus on market risk, credit risk management, and risk exposure assessments in penetration measurement methods. Conducted weekly meetings for risk assessment findings with clients •Presented 4 comprehensive risk assessment findings to senior management, delivering key insights and strategic recommendations •Used Python in PyCharm IDE to automate the scraping of 197 insurance solvency reports, increasing data collection speed by 30% •Utilize Python for calculating solvency capital requirements (SCR), optimizing the process to reduce the calculation time by 15% •Delivered a data-driven solvency assessment presentation to AIA Group, integrating macroeconomic trends and industry analysis Show less



Salary.com

• Software Development
• 500 - 600 Employee

• Data Analyst

  • Jan 2023 - Feb 2023

  •Assisted in executive compensation management by providing data-driven insights on compensation benchmarks, job cost analysis, and individual compensation reports. Generated visualizations (dynamic bar plots, heat map) in Tableau for easier comprehension •Prepared financial data from over 200 listed companies, including annual reports, Form 10-K’s, and EPS. Utilizing SQL for data wrangling and transformation to build efficient data processing pipelines, achieving robust performance on large scale data •Led a four-member team as Scrum Master, managing daily scrum meetings, task scoping, and synchronization across time zones •Analyzed equity dilution anomalies, produced 6 equity award analysis reports, and delivered actionable insights and 3 presentations Show less



UC San Diego

• United States
• Higher Education
• 700 & Above Employee

• Founder of UCSD Photography Club

  • Dec 2021 - Dec 2022

  •Found UCSD photography club, constructed the official website, recruited 146 members, and organized events and competitions •Secured commercial shoots for prestigious events such as the San Diego Annual Supply Chain Gala and CBS conference •Found UCSD photography club, constructed the official website, recruited 146 members, and organized events and competitions •Secured commercial shoots for prestigious events such as the San Diego Annual Supply Chain Gala and CBS conference



Zhongtai Financial International Limited

• Hong Kong
• Investment Banking
• 1 - 100 Employee

• Equity Research Analyst

  • Jun 2022 - Sep 2022

  •Drafted two PV sector-specific reports and one BIPV company report, encompassing products cost structures, market penetration, policy tailwinds, projected capacity expansion, growth prospects, and financial metrics such as payback period, IRR, and DCF •Conducted 11 on-site research visits and interviews with 15 prominent PV companies, evaluating competitive standing, financial performance, and technological progress, producing 15 research summaries. Presented findings weekly to large investment funds •Used WIND database to optimize financial models for perovskite solar cell manufacturers, integrating operational data and annual reports for advanced performance analysis and profit projections, uncovering investment opportunities in high-potential equities Show less



SILK’n ESSENCE

• Co-Founder and CEO

  • Dec 2020 - Apr 2021

  •Established a stable supply chain from Hong Kong to Shanghai, successfully launching Silk'n beauty devices and skincare products on four major e-commerce platforms as sales agent, generating a revenue of $18,000 with an impressive profit margin of 27.53% •Led a ten-person team and implement data-driven strategies for optimal product pricing, promotional planning, and online platform optimization to ensure maximum product exposure and profitability, with a positive feedback rate of 97% (ranked in Top 3) •Developed expertise in business data analysis, marketing, product positioning, and sales and negotiation skills through e-commerce Show less


Orient Securities
• China
• Capital Markets
• 100 - 200 Employee
• Equity Research Analyst

  • Nov 2020 - Jan 2021