Strong team and personal work ability, self-driven and pressure resistance, can easily adapt to environmental change and take multi-tasks at the same time.
Interested in financial industry, have a solid financial foundation, and have participated in the practice of several financial projects in the university, have certain data analysis and financial modeling skills.
Overview
7
7
years of professional experience
Work History
Finance Revenue Intern
Monarch And Monroe
08.2023 - 06.2024
Participated in monthly close activities, including reconciliations and variance analysis, ensuring accurate financial records.
Conducted thorough research on industry trends and competitors analysis to inform financial strategies.
Streamlined financial processes for improved efficiency and accuracy in reporting.
Investment Research Extern
Enhanced Healthcare Partners
07.2022 - 09.2022
Built industry maps and understood the scale and driving force of medspa industry.
Searched and sorted out information of medspa companies planning to go public in the US.
Assisted in writing the research report of a medspa firm, analyzed the industry competition.
Created market prospect research summaries for the top three acquisition candidates and delivered a presentation to manager.
Part-Time Assistant
Roland Berger
05.2022 - 07.2022
Assisted in the due diligence of the company's financial data, and conducted SWOT analysis.
Communicated project details with clients to help them develop complex strategies.
Conducted research on 10 leading companies in chip manufacturing, automotive semiconductor, analyzed the companies' performance, and predicted the industry scale and trend.
Cross-Functional Core Project
Boston University
01.2022 - 05.2022
Collaborated with a team of nine to innovate a unique product concept and develop a specific business model.
Led the finance team in forecasting balance sheets, income statements, and cash flows.
Utilized financial analysis tools such as WACC, NPV, IRR, and various financial ratios to evaluate data and project a five-year business plan.
Assisted the sub-teams in coordinating the development of a detailed 60-page business plan across various functional areas.
Summer Project
Citibank
07.2017 - 08.2017
Gathered and analyzed data on the financing and bicycle-sharing industries in China to inform market condition recommendations.
Conducted comparative analyses of two cycle-sharing companies, evaluating brand value, product strengths and weaknesses, business models, and profitability ratios to guide investment decisions.
Education
Master of Science - Finance
Johns Hopkins University
Baltimore, MD
08.2024
Bachelor of Science - Business Administration And Management
Boston University
Boston, MA
05.2023
Skills
Microsoft Office (Excel, Word, PowerPoint, Access, Teams)
Java
Python
Tableau
Google Analytics
Languages
Chinese (Mandarin)
Native or Bilingual
English
Full Professional
Timeline
Finance Revenue Intern
Monarch And Monroe
08.2023 - 06.2024
Investment Research Extern
Enhanced Healthcare Partners
07.2022 - 09.2022
Part-Time Assistant
Roland Berger
05.2022 - 07.2022
Cross-Functional Core Project
Boston University
01.2022 - 05.2022
Summer Project
Citibank
07.2017 - 08.2017
Master of Science - Finance
Johns Hopkins University
Bachelor of Science - Business Administration And Management