Dee (Di) Nan Email and Phone Number

 Responsible for financial reporting, financial analysis, and cost management. Perform gap-analysis and interpret data for the past performance. Conduct sourcing optimization analysis and modeling to identify overspending risks to improve cost efficiency. Work closely with operating teams to design and implement capital budgeting system. Participate in budgeting, forecasting and analyzing company’s capital expenses, and fixed assets valuation. Provide financial advice to operating… Show more  Responsible for financial reporting, financial analysis, and cost management. Perform gap-analysis and interpret data for the past performance. Conduct sourcing optimization analysis and modeling to identify overspending risks to improve cost efficiency. Work closely with operating teams to design and implement capital budgeting system. Participate in budgeting, forecasting and analyzing company’s capital expenses, and fixed assets valuation. Provide financial advice to operating departments on strategic business planning and decision making.  Formulate, review and implement accounting policies and procedures, including internal control procedures. Ensure proper accounting records from subsidiaries are in compliance with statutory and ensure the delivery of a professional accounting system. Organize ad-hoc investigations in collaboration with SASAC and audit team. Collect and summarize reports cross departments to deliver tasks for company’s annual report. Show less

 Liaised with institutional clients including assurance companies, banks, investment platforms. Understood clients’ needs, designed and implemented effective client management. Maintained good relationship with regulatory authorities, assisted IAMAC (Insurance Asset Management Association of China) in hosting large conference meetings.  Responsible for fund raising, performing feasibility analysis from buy-side and demonstrating particular considerations in terms of different client… Show more  Liaised with institutional clients including assurance companies, banks, investment platforms. Understood clients’ needs, designed and implemented effective client management. Maintained good relationship with regulatory authorities, assisted IAMAC (Insurance Asset Management Association of China) in hosting large conference meetings.  Responsible for fund raising, performing feasibility analysis from buy-side and demonstrating particular considerations in terms of different client portfolios. Conducted pre-sale market research to further screen and identify target clients, prepared presentations and other roadshow materials. Arranged on-site due diligence for potential buyers.  Provided strategic support to post-investment portfolio management by building collaborative relationship with more than 30 institutional LPs to better understand clients’ needs; facilitated the communication between clients and investment teams to provide timely disclosures and ensure the target IRR was realized. Assisted in term extension negotiations and other fund related issues.  Owned branding related activities, including organizing the LP meetings and developing and maintaining firm’s website. Designed company’s brochure in both Chinese and English. Represented company in industry conferences to expand company’s network and build firm reputation. Show less

• Communicated with client to identify existing problems in terms of mental barriers, benefit concerns, and unsolid skills• Developed an Excel tool “Social Benefit Calculator”, and increased veterans’ reemployment rate by 80 percent• Presented project deliverables to management, amended plans based on feedback to establish two-way communications• Collaborated with one Deloitte Mentor weekly to measure project performance to better achieve deliverables

- Compile and analyze financial statements and provide financial analysis including pro-forma financial statements; - Manage online forum and deliver a range of teaching and assessment activities including tutorials directly to MBA students

• Passed VITA Certification Exam, prepared and reviewed 40 individual tax returns • Interviewed taxpayers for relevant documentation and communicated with clients on a professional basis • Evaluated financial situations of various clients and sought out optimal tax deductions accordingly • Helped lower income people maximize their returns by applying tax laws proficiently

• Assisted the implementation of a new accounting system to strengthen internal control• Prepared general ledger to sub-ledger reconciliations to verify all accruals and variances • Reconciled over 100 balance sheet accounts on a monthly basis and provided ad-hoc reporting • Enhanced the accuracy of the company’s financial reporting and ensured that the reports comply with GAAP • Coordinated with senior accountant to analyze historical revenue, expense, and capital… Show more • Assisted the implementation of a new accounting system to strengthen internal control• Prepared general ledger to sub-ledger reconciliations to verify all accruals and variances • Reconciled over 100 balance sheet accounts on a monthly basis and provided ad-hoc reporting • Enhanced the accuracy of the company’s financial reporting and ensured that the reports comply with GAAP • Coordinated with senior accountant to analyze historical revenue, expense, and capital structure Show less

• Raised 10,000 CNY startup funding and started new business with one business partner• Conducted market research and created budget through cost-benefit analysis• Recruited, trained and managed 7 part-time workers on using equipment, serving and communicating with customers• Provided more than 7 products and generated 8,000 CNY net profit by the end of the second year

• Recorded journal entries, maintained accurate accounting records and prepared bank reconciliations• Managed more than $800,000 in AR and AP; worked to minimize DSO with timely collections of outstanding accounts • Developed Excel spreadsheets to track monthly activities and used PivotTable to analyze transactions • Created watermark reports including identified financial discrepancies to analyze business performance • Prepared periodic reports regarding variance analysis and… Show more • Recorded journal entries, maintained accurate accounting records and prepared bank reconciliations• Managed more than $800,000 in AR and AP; worked to minimize DSO with timely collections of outstanding accounts • Developed Excel spreadsheets to track monthly activities and used PivotTable to analyze transactions • Created watermark reports including identified financial discrepancies to analyze business performance • Prepared periodic reports regarding variance analysis and created quarterly sales forecast Show less