- Developed an in-depth P&L projection from historical financials for a construction services company, highlighted key operating trends, calculated KPIs and profitability metrics, and identified areas of potential improvement- Supported a $70M portfolio company in reporting workstreams, updated sales splices, compiled board meeting materials, consolidated P&L statements, and automated the reporting dashboard to save 10+ man hours weekly

Barclays Travel Team

- Wrote an ESG report for an instrument sensor production company by analyzing various metrics includingcarbon footprint, waste and water management, environmental protection, workplace safety, and societal impacts- Utilized Excel techniques to analyze survey data from Cubic Sensor’s four company locations with 2000+ FTEs- Reviewed and summarized 100+ ESG reports from five companies (Bosch, JLR, Volvo, Tencent, and BMW)- Advised a skincare product company on a research project for their market expansion into the Greater China andSoutheast Asia markets, benchmarked against peers, and analyzed firm market positioning and success strategy- Arranged 5+ expert interviews, coordinated inquiry calls with direct sellers, and drafted detailed meeting minutes- Outlined macroeconomic performance indicators on target markets to inform analysis of TAM growth potential

Audit Winter Analyst Dec 2023 – Jan 2024- Participated in the quarterly audit for Dongfeng Nissan Auto Finance and examined the company’s accounts- Organized client financial statements, conducted financial due diligence, verified 1000+ contracts, invoices, and accounts to ensure working capital accuracy and reconciled discrepancies with the client finance department- Researched changes in financial regulations, reviewed 70+ journals and 90+ data sheets on financial policy reform, visualized key insights, and helped complete a 77-page 2023 report on China’s financial regulation