Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Jianan Sun

Shanghai

Summary

Expert Risk Management Officer with 3 years of experience. Skilled in analyzing complex financial data and regulatory requirements to develop effective risk management strategies. Proficient in conducting comprehensive risk assessments, and committed to maintaining a proactive and forward-thinking approach to risk management to ensure the organization's long-term success and sustainability. Brings great presentation and interpersonal communication skills.

Overview

6
6
years of professional experience

Work History

Risk Management Officer

Huatai Great Wall International Trade Co., Ltd.
2021.06 - Current
  • Responsible for conducting credit assessments of clients, regularly analyzing client risks and business performance, and generating special inspection reports.
  • Conducted credit risk assessments of warehousing enterprises; develop inventory inspection plans quarterly based on inventory status and submit risk analysis assessment reports.
  • Reduced company losses by implementing effective risk control strategies tailored to specific client needs.
  • Streamlined risk assessment processes for increased efficiency and effectiveness in identifying vulnerabilities.

Accountant

Huatai Great Wall International Trade Co., Ltd.
2019.05 - 2021.05
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.

Business Development Assistant

Cornerstone Bank
2018.09 - 2019.02
  • Analyzed and reviewed various documents of clients to ensure the completeness and accuracy of information.
  • Assisted in formulating and implementing business plans, as well as developing new business savings accounts.
  • Enhanced business program quality by developing and implementing innovative initiatives.
  • Established brand awareness through public relations and marketing activities.


Financial Analyst Intern

Living Advantage, Inc.
2018.02 - 2018.08
  • Analyzed and monitored statistical data trends.
  • Used Excel to calculate profitability, solvency and liquidity of specific companies.
  • Participated in conference calls and meetings and interacted with key leaders.

Education

MBA -

Chapman University
Orange, CA
01.2018

Bachelor of Science - Accounting

University of Kentucky
Lexington, KY
05.2015

Skills

  • Performance Assessment
  • Analytical Skills
  • Team Collaboration
  • Incident Reports
  • Adaptability and Flexibility

Accomplishments

  • Certifications: Securities Qualification Certificate, Futures Qualification Certificate, Bloomberg Certificate
  • Core Skills: Financial Modeling and Valuations, Equity Analysis, Financial Modeling, Valuations, Market Research
  • Technical Skills: Advanced Excel, PowerPoint, Word, Bloomberg, Wind
  • Languages: IELTS: 6.5, GMAT: 650


Timeline

Risk Management Officer

Huatai Great Wall International Trade Co., Ltd.
2021.06 - Current

Accountant

Huatai Great Wall International Trade Co., Ltd.
2019.05 - 2021.05

Business Development Assistant

Cornerstone Bank
2018.09 - 2019.02

Financial Analyst Intern

Living Advantage, Inc.
2018.02 - 2018.08

MBA -

Chapman University

Bachelor of Science - Accounting

University of Kentucky
Jianan Sun