XINRUI WENDY FU
SAN DIEGO,CALIFORNIA
Overview
2
2
years of professional experience
Work History
Accountant intern
Jinshi Accounting Consultancy
Harbin, CHN
05.2022 - 08.2022
- Coordinated with team of two on account maintenance, assessing adherence to GAAP, conducted annual audit of financial records, personally went to the site company to conduct inventory and fixed assets inspection
- Assisted in preparing monthly financial reports, including balance sheets and income statements; analyzed financial data and trends to identify discrepancies and reported findings to supervisor
Wealth Management Intern
BOC International
Harbin, CHN
05.2023 - 08.2023
- Maintained database of clients to timely ensure customer outreach and new product pages, while updating client profiles and tracking engagement metrics; collaborated with senior advisers to enhance cilent engagement strategies and provided customized wealth management solutions; finally achieved KPIs
- Conducted sector analysis by evaluating Sharpe ratios and P/E ratios for investment recommendations, attained customer satisfaction; utilized Bloomberg to analyze historical financial data valuation metrics
Tax Intern
Bakertilly
Macau SAR&Zhuhai, CHN
05.2024 - 08.2024
- Analyzed and reviewed tax tables for 60 companies within a three-month period to ensure that the tax standards are consistent with the Macau government, utilized RPA to populate tax returns with data, resulting in a 15% reduction in processing time and improved data accuracy
- Utilized Excel to build comprehensive conditional formatting and data validation options with worksheets to streamline the process speed of noncompliant data in real-time
Timeline
Tax Intern
Bakertilly
05.2024 - 08.2024
Wealth Management Intern
BOC International
05.2023 - 08.2023
Accountant intern
Jinshi Accounting Consultancy
05.2022 - 08.2022
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