Haocheng Qin
Fremont,CA
Summary
I'm an Accounting student at San José State University (BS, May 2026). I focus on financial accounting, tax, and business law. At Lions Financial, I'm responsible for posting, invoicing, and cash reconciliation. Prior to that, I created quick Excel dashboards at a moving company and introduced data modeling to optimize work distribution, helping the team improve efficiency. In 2022, I worked as a research assistant at a private equity firm, creating company and industry reports by delving into 10-K reports. Strengths: Excel (PivotTables, VLOOKUP), journal entry, accounts payable, and reconciliation. I speak English and Mandarin. I prioritize clean books and clear communication. Internships in audit, tax, or corporate accounting are welcome.
Overview
4
4
years of professional experience
Work History
Financial Analysis Internship
Lions Financial
Remote, NY
08.2025 - 12.2025
- Complete 200-page trucking industry research report. Reviewed the financial statements of industry leader including Isuzu, JSL and UPS. Reviewed the major assets to assess profitability, economic stability and cash flow. Established a model for estimating the intrinsic value of the company.
- Applied a qualitative SWOT analysis to evaluate JSL S.A., identifying key strengths such as highly integrated service portfolio and extensive geographic coverage.
- Leverage the background in accounting to predict the impact of compliance risks and changes in regulatory environments.
- Analyzing industry leaders like JSL’s revenue recognition practices and bad debt accounting methods through review of financial statements and receivables policies.
- Skilled in using Excel to import the company's financial data, built the data pivot table to summarize the overall data trends over the past 5 years and created clear visual tables for independent reports and project presentations.
Full-time Business Analyst
Brother Mover LLC
Fremont, CA
07.2024 - 02.2025
- Identified the pain point for new customers was difficulty in understanding the service content during the first phone conversation. By creating a standardized graphic and textual introduction process, communication efficiency was improved, and the monthly sales volume increased by 3.12 times.
- Introduced data-driven route planning and workload prediction, the non-work commuting time of the team was reduced by 10.18%, directly boosting the profitability.
- It has generated over 1,400 orders for the company and consistently provides a quarter of the revenue every month.
- Utilized Excel sheets to manage orders and set the shift schedules for workers. Every week, used the PivotTable and Chart functions to generate a weekly report, visually presenting the trend of order volume, revenue fluctuations, and important positive and negative reviews.
Full-time Stock Research Assistant
Jiangsu Henghui Taixinhui Private Securities Investment
Guiyang, Guizhou
04.2022 - 10.2022
- Used quantitative analysis method conducted research on 5 major enterprises and 30 small enterprises on the livestock industry.
- Analyzed the five years financial statements of the top companies with a value of over $50M in the industry.
Education
Business Administration, BS - Accounting
San Jose State University
San Jose, CA05-2026
Skills
- Language: Mandarin (native), English
- Communication: Business email writing course with A grade
- Microsoft Excel: Utilized Excel functions (SUMIF, VLOOKUP) to filter and clean data, and build charts to summarize findings
Websites
Languages
English
Professional Working
Timeline
Financial Analysis Internship
Lions Financial
08.2025 - 12.2025
Full-time Business Analyst
Brother Mover LLC
07.2024 - 02.2025
Full-time Stock Research Assistant
Jiangsu Henghui Taixinhui Private Securities Investment
04.2022 - 10.2022
Business Administration, BS - Accounting
San Jose State University