Joyce Huang
Jersey City,NJ
Summary
Self-motivated Operations Analyst with a solid educational background in finance and risk management, focused on enhancing operational efficiency. With experience in accounting, combined with in-depth knowledge of financial reporting and auditing processes. Upholds the highest ethical standards in handling confidential information, thriving in fast-paced environments. Exceptional communication, problem-solving, and teamwork skills ensure seamless operations and effective cross-departmental collaboration.
Overview
4
4
years of professional experience
Work History
Operation Analyst
Social Holdings-Anti Capital
New York, NY
02.2024 - Current
- Prepared comprehensive financial statements and reports with Generally Accepted Accounting Principles (GAAP), ensuring accuracy and clarity for management and stakeholders.
- Assisted in the preparation of budgeting, financial tracking, and forecasting, providing valuable insights to support strategic decision-making and financial planning.
- Conducted regular reviews and validations of the internal trading team's Profit and Loss statements, and managed the external invoicing cycle, including issuing invoices, booking, and tracking client deposits, and maintaining accurate records to support cash flow management and financial integrity.
- Led the organization and consolidation of historical financial statements across multiple entities, meticulously identifying discrepancies and ensuring final financials were accurate.
- Reviewed and ensured accuracy of past year's financial documents, identified discrepancies, and consolidated final financials across entities during company separation.
- Provided operational support by conducting due diligence and proposal preparation, and executing comprehensive KYB/KYC processes for clients, thorough documentation to support compliance and risk management.
Intern, External Audit & Assurance, Co-wealth Group IPO program
KPMG
Shanghai, China
07.2021 - 08.2021
- Performed internal controls to prevent and detect misstatement by performing audit sampling procedures on the cash balances and solicited bank statements from banks as alternative tests
- Tested the accuracy of booked expenses and receivable and payable balances through checking with confirmation letters to obtain independent verification of certain financial information from third parties
- Drafted the audit reports checking the accuracy of the figures to match the ones on the working papers
- Conducted on-site interviews with 4 different clients' suppliers and customers to gather additional information about the client's business operations, transactions and relationships between the client and its business partners
- Verified the accuracy and completeness of the reported financial statements, to identify potential fraud evidence or errors in the financial statements
Intern, Finance & Business Control
Walter Co., Ltd
Wuxi, China
07.2020 - 08.2020
- Analyzed KPIs in profitability, cost, working capital, and sales productivity using data visualization tools like Excel to conduct a gap analysis and identified opportunities to improve operational efficiencies
- Optimized the company's safety stock computation method by historical sales data identify the main drivers of demand in seasonality, product promotions, or market trends to develop accurate demand forecasts, resulting in a reduction in excess inventory levels
- Studied determinants of company's drill product sales and customers' sensitivity in different markets using 'Baidu Heatmap Analytics' and improved the year-on-year sales
Education
Master of Science - Enterprise Risk Management (STEM-Eligible Program)
Columbia University in The City of New York
New York, NY01-2024
Bachelor of Science - Finance
Rutgers University
New Brunswick, NJ01.2022
Skills
- Financial Skills: Financial Accounting Principles, Value-Based Enterprise Risk Assessment
- Technical Skills: Microsoft Office (Word, Excel, PowerPoint), Python, Tableau, Figma
- Languages: English (Fluent), Chinese (Fluent)
Timeline
Operation Analyst
Social Holdings-Anti Capital
02.2024 - Current
Intern, External Audit & Assurance, Co-wealth Group IPO program
KPMG
07.2021 - 08.2021
Intern, Finance & Business Control
Walter Co., Ltd
07.2020 - 08.2020
Master of Science - Enterprise Risk Management (STEM-Eligible Program)
Columbia University in The City of New York
Bachelor of Science - Finance
Rutgers University