KEJIA ZHANG
Mansfield Center,CT
Summary
Detail-oriented professional with a strong background in financial operations and data analysis. Proven track record in processing transactions, optimizing data management, and preparing financial reports. Bilingual in Mandarin and English, effectively facilitating communication and ensuring clarity across diverse teams.
Overview
2
2
Languages
1
1
year of professional experience
Work History
Securities Operations Service Specialist
Shanghai Optech Science and Technology Co.,Ltd
Shanghai
05.2025 - 08.2025
- Processed and reconciled over 500 financial transactions using Excel and financial software.
- Analyzed expense data, investigated account discrepancies, and prepared financial statements and budget reports; optimized data management processes with automated Excel templates and reporting tools.
- Reviewed and revised shareholder equity disclosures and annual reports for transparency and clarity.
- Documented key points from strategic discussions with corporate clients and potential partners during business negotiations.
Financial Data Analyst Intern
LIANCHU SECURITIES CO.,LTD
Shanghai
05.2024 - 08.2024
- Maintained and optimized a client information management system, applying data validation rules to screen for anomalies and achieving client data accuracy exceeding 99%.
- Conducted classification and summary analysis of account opening data, identifying client composition and growth trends across channels to support channel performance evaluation reports.
- Reviewed and archived client account opening documents, establishing a client information database in Excel and processing over 500 client files for streamlined access.
Education
Bachelor of Science (B.S.) - Analytics And Information Mangement
University of Connecticut
Storrs, CT, US12-2027
Skills
- Data analysis tools
- Statistical analysis
- Data Visualization: Matplotlib
- Databases: MySQL, PostgreSQL
- Programming Languages: Python, SQL
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Securities Operations Service Specialist
Shanghai Optech Science and Technology Co.,Ltd
05.2025 - 08.2025
Financial Data Analyst Intern
LIANCHU SECURITIES CO.,LTD
05.2024 - 08.2024
Bachelor of Science (B.S.) - Analytics And Information Mangement
University of Connecticut