Bio

L: Leadership & Learning

C: Communicative & Cooperative

P: Persistence & Perfectionism

Education

2018.9 - 2022.6

CPA Canada (Accounting)

Bachelor of Management
Zhongnan University of Economics and Law

GPA: 3.80/4.00

Main Coursework: Statistics, Econometrics, Advanced Financial Accounting, Performance Management...

Other Achievements: Vice President of Fitness Club, The First Prize of Star of Outlook English Talent Competition, The Second Prize of Undergraduate Research Forum...

2022.7 - 2023.5

Master of Quantitative Management: Business Analytics (Risk Track)
Fuqua School of Business, Duke University

Main Coursework: Data Science for Business, Decision Analytics & Modeling, Data Visualization, Fraud Analytics...

Other Achievements: Captain of Blue Devils Badminton Team...

Professional History

Past Positions

Jul.-Aug. 2020

Assurance Assistant,
Zhongming Accounting Firm of Zhejiang

Assessed client transactions relative to eight other firms, establishing authenticity of Sonata project sales in preparation for IPO
Collaborated on team of three to deliver due diligence on Shanghai Yun’en Project within four days

Jan.-Apr. 2021

Strategic Consultant,
EY-Parthenon

Benchmarked financial performance and analyzed value chain; researched background of client REWE and EY port optimization solutions, charting novel organization and increasing bid rate by 5%
Collected, simplified and visualized data imported from financial statements or National Bureau of Statistics using Excel and Stata, generating insight into transactions between mainland China and Hongkong in the past decade
Transforming proposal and research into professional commercial PowerPoint, translating from English to Chinese in two days for EY Intelligence Port Optimization

Aug.2021-Jan. 2022

Data Service Analyst,
Sina Weibo

Engaged with three seniors and five customers per day, analyzing customer demand and identifying potential applications for Data Assistant and Commercial API
Managed 35 corporate and organization client portfolios; matched services to client needs, signing nine new clients in three months that added $70K+ in revenue
Established think tank to standardize general use process based on needs of different roles, improving overall department efficiency

Mar.2023-Jun. 2023

Modeling Project Manager,
Fifth Third Bank

Led team to brainstorm regularly about methodology of modeling based on clients’ needs
Collaborated to use API to get access to the environment index and manually download ESG and 10-K report of 100 public financial institutions so that we can conduct sentiment analysis for both sources, using Python and R and applying self-developed ESG dictionary
After calculating self-promotion score derived from sentiment analyses for each company, we used bootstrapping and linear regression to detect outliers as suspicious greenwashing companies

Jul.2023-Present

Staff Accountant,
Taos Global Group

Process payroll on QuickBooks and verify sales through statistical websites, compiling data and calculating and filing monthly EFTPS, withholding taxes, and sales tax for 30+ clients
Track client income and expenses, managing timely and accurate bookkeeping via QuickBooks
Collaborated with managers from other branch offices to charge 30+ fees receivable from clients through Single Point; summarized revenue using pivot tables, facilitating management review

My Sports Spirits

Apart from thriving academically and professionally, I also love all kinds of sports and I've been playing sports for my whole life! It is undeniable that my sports spirits have brought along some treasures, which benefit me in every area that I reach, including being: