Chen Shen Email and Phone Number

· Ensure all Service Level Agreements are met as per the contractual obligations· Handle day to day accounting activities independently and identify key steps, as well as logically organize own work to meet deadlines; Be prepared to take care of one or more multi-functional processes among Cash Application, Fixed Assets, Tax, Payroll accounting, Balance Sheet Reconciliation, Inter-company billings and other finance related processing· Conduct daily book keeping, maintain SAP balances and provide reports timely and correctly according to agreed working procedures; Ensure adequate internal process controls are put in place at quality levels· Ensure all customer/ client queries are responded & resolved within the stipulated turnaround time; Follow up with clients/customers to make sure requests have been met· Participate in external and internal audits on an as needed basis to provide supporting documentation, knowledge about underling processes, analysis, etc.· Keep supervisors and others informed and involved as issues develop; Identify possible causes of issues or problems; Think through and recommends solutions when raising an issue

• Conducted research information through Linkedin for analysts who transit their careers from major credit rating agencies tofinancial services firms in certain period of time.• Analyzed large dataset by using Excel to ensure data consistency for management projects.• Assistant to a research paper that indicates potential conflicts of interest among financial services firms and credit rating agencies.

•Assisted to build complete MBS models, including base, asset, liability, report, and stress test.•Operated Matlab simulation toolbox to simulate Monte Carlo simulation for customer’s payments schedule.•Operated SAS to obtain valuation and analysis of fixed-income securities including ABS, MBS, and CDO.

• Collected stocks and portfolios performance data (Jensen’s Alpha, Beta, Standard, Deviation), then reported to the financialadvisor. Used Morningstar reports as well as Ameriprise focused lists and specialized portfolio holdings to formulate suggestions.• Analyzed companies’ metrics and data on SEC Edgar.• Computed cost basis on Excel for invested assets on dividend reinvestment plans.• Operated Matlab simulation to simulate Monte Carlo simulation for clients’ retirement plan (ie; Computed the percentage ofincome needed to be invested in multiple classes of assets).• Conducted competitive and market research on Morningstar of funds with multiple investments principles and objectives.

Meet and interview department managers, and company key personnel to gain understanding about each of their roes within the company.Familiar with onboarding new hires, employee benefits, creating job descriptions, sourcing for candidates.Responsible for accepting packages and distributing accordingly.Search for opportunities that best suit company for performance.Presenting financial statements analysis and opportunity analysis to senior level of company

• Conducted four training sessions on programming in Visual Basic for Applications (VBA) and on Mortgage Backed Securities(MBS) modeling to educate the potential and existing customers.• Assisted to build complete MBS models, including base, asset, liability, report and stress test.• Operated Matlab simulation toolbox to simulate Monte Carlo simulation for customer’s payments schedule.• Checked lending consumers’ information by using Excel’s Vlookup and Hlookup function.• Operated SAS to obtain valuation and analysis of fixed-income securities indluding ABS, MBS, and CDO.

• Operated Excel to conduct cash flow (Operating Cash Flow, Finance Cash Flow and Investment Cash Flow), income statementand balance sheet analysis.• Maintained relationships with potential investors and entrepreneurs (Venture Capitals, Private Equity) in China.• Meet with entrepreneurs in Silicon Valley and made business calls to source investments opportunities.• Operated Stata regression function to identify subscriber’s behavior towards company’s earnings and budgeting strategy.• Developed Ti Pricing Model to forecast future market price with team of four financial analysts.