Reviewed general ledger entries for accuracy and completeness.
Compiled information necessary for statutory filings such as 10Ks and 10Qs.
Worked with spreadsheets, cloud-based accounting software, and bank account statements.
Assisted in the preparation of audit programs and risk assessments for various engagements.
Prevented accounting errors (over $10,000) through close attention to detail and willingness to carefully check work to ensure client satisfaction.
Derivatives Analyst Intern
Tianfeng Securities Co., Ltd.
Beijing, China
06.2021 - 08.2021
Illustrated concepts with charts and graphs showing historical data and interpreted data on prices and yield future investment-risk trends of China's Snowball market in 2021; collaborated with Quantitative Analysts to construct models predicting the trading price of Snowball of the company.
Evaluated performances of 10+ securities companies' Fixed Income Securities in China to determine possible remedies in the Fixed-Income Market.
Investigated financial resources and creditworthiness of the company to assist the Derivatives Traders.
Researched current Snowball market to identify information needed for sales presentations.
Developed financial analysis reports for more than 50 Snowball products sold in by applying acquired financial principles.
Assistant Accountant Intern
The Institute of Nano-Structured functional Materials
Zhengzhou, China
03.2021 - 05.2021
Processed staff expenses of the institute and determined accuracy of claims; save $20,000 by fixing a error occurred payroll preparation
Collaborated with other accountants to significantly improve the bookkeeping efficiency by more than 15%
Produced information and analytics in support of management's business decisions, which contribute to $5,000 reduction in the institute's year-end operating costs.
Purchased quality raw materials at lower prices and correct amounts to decrease purchase costs by around 5%
Education
Bachelor of Science - Business Management And Economics
Case Western Reserve University
Cleveland
08-2024
Skills
Languages: English and Chinese
Technical Skills: Python, R, and Stata
Budgeting and Forecasting
Evidence-Based Decision Making
Financial Recordkeeping
Quantitative and Qualitative Analysis
Accomplishments
Novice Rower in the CWRU Crew from August 2021 to May 2022
Second Place for Mens Open Novice 8+ and Third Place for Mixed Open Novice 8+in the 2021 Speakmon Regatta
Affiliations
Membership in the CWRU Financial Information Society (CWRU Beta Alpha Psi Pi Chapter)
Member of CWRU Chinese Student and Scholar Union
Timeline
Assistant Auditor Intern
Beijing Yatai International CPA - Henan Branch
06.2023 - 08.2023
Derivatives Analyst Intern
Tianfeng Securities Co., Ltd.
06.2021 - 08.2021
Assistant Accountant Intern
The Institute of Nano-Structured functional Materials
03.2021 - 05.2021
Bachelor of Science - Business Management And Economics