Experience

J. Arthur Greenfield & Co. LLP, CPA's

• United States
• Accounting
• 1 - 100 Employee

• Tax Accountant

  • Jul 2023 - Present

  Los Angeles County, California, United States



LXL Capital

• United States
• Investment Banking
• 1 - 100 Employee

• Research Analyst

  • May 2022 - Sep 2022

  New York, New York, United States Set consulting strategy in Cloud Management industry with over 1 billion market capitalization and suggested investing opportunities to investors Built Python models to batch-process millions of data, increasing data processing speed by over 100 times Operated Excel models to value companies based upon financing rounds and amount, providing reliable assessments directly used by investors Developed competitive landscape and roadmap by analyzing companies use of fund, guiding customers… Show more Set consulting strategy in Cloud Management industry with over 1 billion market capitalization and suggested investing opportunities to investors Built Python models to batch-process millions of data, increasing data processing speed by over 100 times Operated Excel models to value companies based upon financing rounds and amount, providing reliable assessments directly used by investors Developed competitive landscape and roadmap by analyzing companies use of fund, guiding customers through investment strategies, to help decision Designed patent applications and an entrust shareholding agreement, as core part of releasing a contactless pregnant woman management platform Show less



Peterson Projects and Solutions (Malaysia)

• Malaysia
• Environmental Services
• 1 - 100 Employee

• Consultant

  • Jan 2022 - Apr 2022

  United States Launched product 'Thinking in sustainability' to highlight market expectation of sustainable economy to customers and achieved their sustainability goals Persuaded economic and political benefits of sustainability thinking to attract over 10 potential investors Organized two-day webinar of over 100 attendees with teammates, in charge of communicating with supervisor and other teams as a representative



BDO China-SHU LUN PAN Certified Public Accountants LLP

• China
• Accounting
• 200 - 300 Employee

• Auditor

  • Mar 2021 - Apr 2021

  Chongqing, China Collaborated with senior auditors to establish 70 million IPO of Yuxin Electronic and year-end audit of Chinese state-owned companies Investigated and assessed credit rating of more than 20 banks for flowing audit evaluation to address an IPO audit question and prepared financial statements required for IPO filing Overhauled companies' assets, identified and corrected unreported projects in construction worth over 1 million to increase accuracy of audit conclusions Built financial… Show more Collaborated with senior auditors to establish 70 million IPO of Yuxin Electronic and year-end audit of Chinese state-owned companies Investigated and assessed credit rating of more than 20 banks for flowing audit evaluation to address an IPO audit question and prepared financial statements required for IPO filing Overhauled companies' assets, identified and corrected unreported projects in construction worth over 1 million to increase accuracy of audit conclusions Built financial reports, salary reports and audited working papers through Excel, as foundation directly used by year-end audit Conducted field investigation and checked accounting and original vouchers and handled bank confirmations Show less



China Securities Company Limited

• China
• Investment Banking
• 1 - 100 Employee

• Business Consultant

  • Nov 2020 - Dec 2020

  Chongqing, China Advised customers of asset allocation and portfolio arrangement strategies by running regression analysis to draw efficient frontier Conducted fundamental analysis and collected everyday news of underlying assets to measured overall trend of securities market Designed a portfolio strategy by operating a mean-variance optimization model to join in Option Simulation Trading Competition and received 5% profit Discovered an incentive policy on chemical materials option, generating over… Show more Advised customers of asset allocation and portfolio arrangement strategies by running regression analysis to draw efficient frontier Conducted fundamental analysis and collected everyday news of underlying assets to measured overall trend of securities market Designed a portfolio strategy by operating a mean-variance optimization model to join in Option Simulation Trading Competition and received 5% profit Discovered an incentive policy on chemical materials option, generating over 100000 net profit, by researching real-time policies of major trading markets Show less