Experience

FY International LLC

• United States
• Computers and Electronics Manufacturing
• 1 - 100 Employee

• Accounting

  • Apr 2023 - Present

  Conducted SQL calculations to determine real net values for each order and conducted detailed comparisons with corresponding Quickbook records to analyze discrepancies in amounts. Utilized SQL to establish table associations and implement permissions settings for streamlined data management and controlled access within the company. Organized and managed account authority within the accounting department, effectively assigning and overseeing the responsibilities of accounting personnel. Verified and categorized transactions for company bank cards in QuickBooks Banking, ensuring accuracy by confirming valid purchases and establishing clear relationships with individual stores. Played a vital role in entering and reviewing transactions for company stores in Quickbooks, ensuring the accuracy and integrity of financial records. Analyzed financial data, identifying areas for improvement and cost-saving opportunities, and generated comprehensive reports. Show less



Orient Securities

• China
• Capital Markets
• 100 - 200 Employee

• Stock Market Analysis Intern

  • Jul 2020 - Aug 2020

  Supported the post-epidemic Market Advisory Project Team and collected, collated, wrote, and completed other stock market data analysis of relevant industry information, documents, and reports. Developed portfolio solutions for retail investors and provided investment risk advice on equity products. Supported the post-epidemic Market Advisory Project Team and collected, collated, wrote, and completed other stock market data analysis of relevant industry information, documents, and reports. Developed portfolio solutions for retail investors and provided investment risk advice on equity products.



GUOTUO INTERNATIONAL INVESTMENT MANAGEMENT

• Intern, Assistant to Chairman

  • Jun 2019 - Aug 2019

  Investigated the primary industry, upstream and downstream supply chain, sales status, and the financial risks of the invested company. Obtained the last three years’ financial statements of the portfolio company and calculated data such as return on net assets, return on assets, and quick ratio using Excel. Provided due diligence advice: put forward investment suggestions and opinions according to the due diligence structure. Investigated the primary industry, upstream and downstream supply chain, sales status, and the financial risks of the invested company. Obtained the last three years’ financial statements of the portfolio company and calculated data such as return on net assets, return on assets, and quick ratio using Excel. Provided due diligence advice: put forward investment suggestions and opinions according to the due diligence structure.



China Construction Bank (Asia)

• Hong Kong
• Banking
• 700 & Above Employee

• Bank Credit Intern

  • Jul 2018 - Aug 2018

  Monitored compliance and covenants for the team’s loan portfolio. Created and prepared Excel, PowerPoint, and models for easy analysis of new and existing credits. Completed reconciliation of financial data and timely delivery of documents; eliminated the risk of rework. Improved overall work efficiency for the time. Monitored compliance and covenants for the team’s loan portfolio. Created and prepared Excel, PowerPoint, and models for easy analysis of new and existing credits. Completed reconciliation of financial data and timely delivery of documents; eliminated the risk of rework. Improved overall work efficiency for the time.