SHUANGLONG HE

• Managed daily invoicing and cash receipt posting, ensuring accurate and timely revenue recognition in Microsoft Dynamics GP.

• Conducted weekly receivables reviews, prepared aging reports and proactively communicated with customers to ensure on-time payments and timely order releases.

• Assisted with monthly sales and use tax filing and contributed to month-end reporting by pulling, organizing, and archiving financial data across AR and AP departments.

• Reviewed and posted employee expense applications, ensuring compliance with internal policies and timely reimbursement.

• Maintained and updated customer pricing sheets, credit/debit notes, and item records in GP to support accurate billing and inventory control.

• Responsible for Moody’s data uploads, CPB bank payment tracking, and ad-hoc financial reporting, supporting both internal and external audits.

• Provided backup support for invoicing and cash applications when team members were out, demonstrating flexibility and cross-functional collaboration.

• Financial data processing: provide accurate insurance quotes for more than 100 customers per month, ensure that the quotes are correct and in compliance with company policies
• Customer management and data collation: maintain files of more than 200 customers, update information regularly, and ensure the integrity and security of customer information
• Coordination and communication skills: successfully contact more than 150 potential customers per month through telephone sales and door-to-door sales, establish good cooperative relationships and improve sales conversion rates

• Analyzed complex sets of financial instruments that are underperforming, and analysis revealed an overlooked opportunity in emerging markets, leading to a strategy overhaul that mitigated risks and improved the portfolio’s performance by 15%
• Assisted in operation data diagnosis and proposed improvement measures to meet operation requirements
• Involved in forming solutions to optimize data models

• Participated in the whole process of private equity investment business, assisted the project manager in project, development drafted and revised the contract; built financial valuation and regression analysis
• Engaged in projects talks, recorded meeting minutes and investigated the background of projects
• Inquired into the background and research of key enterprises, and wrote research reports

• Learned basic operations and processes for corporate businesses and individual business
• Served clients and maintained major customer relationships, introduced and sold 5 million Chinese Yuan of bank products
• Developed a diversified portfolio strategy that outperformed the market by 12%