Ying Tang

销售支持专员 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
Languages
  • Chinese Native or bilingual proficiency
  • English Professional working proficiency
  • Spanish Elementary proficiency

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Credentials

  • Chartered Financial Analyst (CFA) Level I (Level II candidate)
    CFA Institute
    Aug, 2019
    - Nov, 2024

Experience

    • China
    • Financial Services
    • 1 - 100 Employee
    • 销售支持专员
      • Nov 2021 - Present

      • Responsible for the full process of incentive plan, specifically included developing the balance scorecard and performance target, held training sessions with the sales to introduce the plan, constructing the calculation logic using computer language, communicate with business analysts to assist coding, validating the calculation result, communicating with both sales about their performance and regional management team for the reported process • Utilized Excel, Tableau to efficiently track and analyze data for daily sales, seasonal campaigns, and products to assist management team adjusting or developing sales strategies • Fulfilled non-BAU request from manager and initiated new templates and prepared deliverables • Tracked and analyzed detailed headcount records for ~200 sales, for the usage of incentive, regulations requirements, and data support to different departments Show less

    • Hong Kong
    • Financial Services
    • 700 & Above Employee
    • 审计
      • Oct 2020 - Nov 2021

      • Assessed creditworthiness of multiple high-risk bank loans by evaluating the post loan reports and public information, and draft suggestions to the bank’s management team • Led the tests of internal control for 4 engagements which covered the process of client’s key operating business and the internal processes including investments, loan, etc. • Completed various working papers relating to 15+ accounting subjects and able to make adjustment regarding to different accounting standards • Participated in audit reports in both Chinese and English and was able to communicate with overseas audit teams during group reporting • Good at using internet and professional tools (like tianyancha, Wolters Kluwer) to investigate targeted companies about their negative news or sign of fraudulent practices Show less

    • United States
    • Insurance
    • 700 & Above Employee
    • Universal intern
      • Mar 2020 - Jun 2020

      Rotated in 3 different departments: Sales & Marketing, Finance, and Talent Acquisition. Rotated in 3 different departments: Sales & Marketing, Finance, and Talent Acquisition.

    • Hong Kong
    • Financial Services
    • 700 & Above Employee
    • Financial Service Audit Intern
      • Jun 2018 - Jul 2018

      • Assessed the creditworthiness of four bank loans by analyzing the company’s historical financial reports; surveyed two Loan Officers on potential risks for the loans and wrote complete deliverables for the manager to review • Audited the bank’s business transactions, checked Letters of Credit and Letters of Guarantee for over 20 branches; worked with the bank’s Credit Officers and justified the discrepancies found; drafted notes for further discussions • Researched and learned how to use Wind to sort, download and process past-10-years’ financial data Show less

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Data Analyst Associate
      • May 2017 - Jul 2017

      • Utilized business intelligence tool ThoughtSpot to manage database; used Tableau to visualize internal members’ activity data, analyzed active users’ behavior patterns, and improved organizational efficiency by 50% • Collaborated with the Marketing department and analyzed website data to optimize future event planning • Trained two new interns on how to guide the participants during NECINA Annual Conventions • Utilized business intelligence tool ThoughtSpot to manage database; used Tableau to visualize internal members’ activity data, analyzed active users’ behavior patterns, and improved organizational efficiency by 50% • Collaborated with the Marketing department and analyzed website data to optimize future event planning • Trained two new interns on how to guide the participants during NECINA Annual Conventions

    • Professional Services
    • 700 & Above Employee
    • Summer Intern, Transaction Service, Advisory Department
      • Jun 2016 - Jul 2016

      • Conducted initial commercial due diligence process for a client interested in investing in the educational business. • Collected financial information and provided market research analysis based on published industry reports • Reduced a client’s investment risk on an acquisition project; conducted comprehensive due diligence by analyzing major financial accounts and by evaluating the completeness and accuracy of the data • Conducted initial commercial due diligence process for a client interested in investing in the educational business. • Collected financial information and provided market research analysis based on published industry reports • Reduced a client’s investment risk on an acquisition project; conducted comprehensive due diligence by analyzing major financial accounts and by evaluating the completeness and accuracy of the data

Education

  • Columbia University Graduate School of Arts and Sciences
    Master of Arts - MA, Statistics
    2018 - 2019
  • Brandeis University
    Bachelor’s Degree, Economics; Business
    2015 - 2018

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