Experience

JDT

• China
• IT Services and IT Consulting
• 300 - 400 Employee

• 战略顾问

  • Jan 2020 - Present



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Consultant

  • Jul 2018 - Jan 2020



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Business Risk Advisory Intern

  • Jul 2017 - Sep 2017



Huarong Securities

• Asset Management Intern

  • Jun 2017 - Jul 2017



ClusterTech Limited

• Hong Kong
• Information Technology & Services
• 1 - 100 Employee

• Strategy Analyst

  • Jun 2016 - Aug 2016

  Provided consulting and data analysis services for Tianjin People’s Procuratorate (Chinese Federal Court) to enable effective judicial decision making by 81% ➢Assessed management strategy of clients through historical case data collection, manipulation(SQL) and analysis(Python) ➢Built data analysis algorithm, tested using data size of 5000, and accordingly solved for sample data metrics ➢Communicated with engineers and developed an analytics solution to judicial case duration relative to its case type ➢Implemented a decision-making platform, in collaboration with client team members, through monitoring existing metrics and automated reporting to enable expedited case process in the court system



Thaxton & Associates

• Insurance
• 1 - 100 Employee

• Consulting Analyst

  • Jul 2015 - Jun 2016

  Coordinated Marketing, Sales, Accounting & Customer Services through the implementation of the customized Client Relationship Management , improving the efficiency of company’s financial revenue and expenditures due to data processing and manipulation➢Converted outdated paperwork-based system into CRM-based system by applying fields and logic of data association, which was later used throughout the firm and became an efficient internal tool for task auto-tracking and monitoring➢Independently developed innovative answers to complex Accounting records by implementing an Accounting module to achieve automated data processing and reporting solutions, saving 67% manual logging time➢Presented CRM implementation demos, diagnosed implementation process, collected feedback from engineers and lead weekly touch-base meeting with power users- Accounting & Sales Department, along with training and troubleshooting➢Applied data cleaning for account-level information in CRM database, consolidated parent-children hierarchy for data integrity, and created insightful dashboards for upcoming renewal business by regions, which was used as the guidebook of territory assignments for Sales Manager



ClusterTech Limited

• Hong Kong
• Information Technology & Services
• 1 - 100 Employee

• Data Analyst

  • Jul 2015 - Dec 2015

  Contributed in a project of the bank balance forecast for Chinese Postal Savings Bank (Guizhou Province) for the next 24 months ➢Drove approach to extract key factors over 100 different levels based on financial, economic, and statistical analyses➢Analyzed data - Withdrawal and Deposit respectively in the context of multiple regression models to solve for maximum net Saving rates➢Facilitated establishing Consumer Behavior Model for large transaction clients through Clustering Analysis, Logistic Model and Decision Tree in SPSS



UCLA

• United States
• Higher Education
• 700 & Above Employee

• Management Trainee

  • Jul 2014 - Aug 2015

  ➢ Developed training manuals and conducted training sessions for new employees➢ Analyzed daily and monthly financial and sales data in comparison with historical trends through internal system and Microsoft Excel

• Office Manager Administrative Assistant

  • Mar 2014 - Jul 2015

  ➢ Answer phone calls, place orders with outside vendors, data entry, create sales and labor reports, process invoices, interact directly with managers and area employees, respond to emails, running errands, and general office/clerical duties.



China Construction Bank

• Banking
• 700 & Above Employee

• Summer Business Analyst

  • Jul 2014 - Oct 2014

  Estimated proposed investment projects, using various financial models and accounting methods➢Tracked and Analyzed Bank major clients’ daily activities, including cash flows➢Evaluated multiple investment projects, using DCF analysis, in Real Estate industry to advise on funding decisions➢Conducted Credit Analysis on potential client, compiling financial statements and other public data Estimated proposed investment projects, using various financial models and accounting methods➢Tracked and Analyzed Bank major clients’ daily activities, including cash flows➢Evaluated multiple investment projects, using DCF analysis, in Real Estate industry to advise on funding decisions➢Conducted Credit Analysis on potential client, compiling financial statements and other public data



Ucla Daily Bruin

• Marketing Intern

  • Mar 2014 - Jun 2014

  ➢Provided Clients with advertising-based marketing solutions for local merchants ➢Provided Clients with advertising-based marketing solutions for local merchants



Sina Com Technology (China) Co. LTD

• China
• Technology, Information and Internet
• 700 & Above Employee

• Event Planner

  • Jun 2013 - Aug 2013

  ➢ Successfully Hosted a Salon called "A Close Look to the High School Life in the United States" towards 50 audience, who are interested in studying abroad--- Independently planned and carried out this whole event --- Invited specialists and professors regarding this topic through personal network--- Communicated between Sina Corp. and the salon guests on the content of this panel--- Propagated this event through multiple social media including Sina weibo--- Hosted the entire salon➢ Updated Sina Education web & weibo on a daily basis



FEAST at Rieber- UCLA

• Student Staff

  • Feb 2013 - Jul 2013



Eduise Internaltional Education Consulting co. (艾得睿智国际教育)

• Tutor for SAT and TOEFL

  • Jun 2012 - Aug 2012