Di Yu, Mba, Cfa, Cpa, Frm, Cfp®
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Di Yu, Mba, Cfa, Cpa, Frm, Cfp® Email & Phone Number

CFA | CPA | Certified FRM | CFP® at PwC China
Location: Diamond Bar, California, United States 5 work roles 5 schools
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Current company
Role
CFA | CPA | Certified FRM | CFP®
Location
Diamond Bar, California, United States
Company size

Who is Di Yu, Mba, Cfa, Cpa, Frm, Cfp®? Overview

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Quick answer

Di Yu, Mba, Cfa, Cpa, Frm, Cfp® is listed as CFA | CPA | Certified FRM | CFP® at PwC China, a company with 4083 employees, based in Diamond Bar, California, United States. AeroLeads shows a matched LinkedIn profile for Di Yu, Mba, Cfa, Cpa, Frm, Cfp®.

Di Yu, Mba, Cfa, Cpa, Frm, Cfp® previously worked as Senior Associate at Pwc China and Associate at Pwc Mainland China And Hong Kong. Di Yu, Mba, Cfa, Cpa, Frm, Cfp® holds Master Of Business Administration - Mba, Double Concentrations In Business Analytics And In Finance, 3.95 from Pepperdine Graziadio Business School.

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Email format at PwC China

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PwC China

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Profile bio

About Di Yu, Mba, Cfa, Cpa, Frm, Cfp®

I have sufficient knowledge and skills in the fields of finance, accounting, and personal financial planning. I have a strong self-motivation ability. As a fast learner, I prepared for exams through self-study and passed the CFA, AICPA, and CFP exams in a short period of time. I started my undergraduate study in the United States. With an international perspective and vision, I can understand and adapt to the office environment of both China and the United States. I have organizational communication and leadership skill as I make contributions to the school organization and the operation of the local accounting association and its events.

Current workplace

Di Yu, Mba, Cfa, Cpa, Frm, Cfp®'s current company

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PwC China
Pwc China
CFA | CPA | Certified FRM | CFP®
hong kong, central and western district, hong kong
Website
Employees
4083
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5 roles

Di Yu, Mba, Cfa, Cpa, Frm, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Associate

Current

Shanghai, China

Oct 2024 - Present

Accounting Intern

New Eastern Accountancy Service

Alhambra, California, United States

  • Provided financial report preparation and analysis, bookkeeping and monthly closing, and income tax preparation services to individuals and various corporate clients.
  • Financial Reports: Assisted in the preparation and analysis of monthly financial reports for reporting and budgeting by utilizing QuickBooks and Excel
  • Bookkeeping and Monthly Closing: Prepared and reviewed bookkeeping, conducted monthly closing activities, and updated financial data in the accounting software for 15+ companies by utilizing QuickBooks
  • Tax Preparation: Prepared and reviewed federal and state income tax returns for 20+ individuals and 15+ companies by utilizing ProSeries
Jun 2021 - Aug 2021

Staff Accountant

San Gabriel, California, United States

  • Provided tax filing, accounting record management, and audit services to individuals and businesses.
  • Tax Filing: Filed tax forms for 50+ individuals and 10+ businesses by utilizing TurboTax
  • Accounting Record Management: Recorded, examined, and managed financial data and accounting entries for 3 businesses in the online retail, massage, and rental property management industry by utilizing QuickBooks
  • Financial Audit: Conducted auditing work for 2 businesses in the building construction industry
Dec 2016 - May 2017

Sales Assistant

H&H Industrial Products, Inc.

Chino, California, United States

  • Provided assistance to customers and feedback to the company in order to fulfill orders and promote sales.
  • Sales Reports: Prepared and Analyzed monthly, quarterly, and annual sales reports
  • Warehouse Coordination: Interfaced with 2 warehouse delivery teams to ensure on-time delivery
  • Customer Relations: Solicited and managed 5+ client relationships; interfaced with client teams to ensure high-quality post-sales services
Aug 2014 - May 2015
Team & coworkers

Colleagues at PwC China

Other employees you can reach at pwchk.com. View company contacts for 4083 employees →

5 education records

Di Yu, Mba, Cfa, Cpa, Frm, Cfp® education

Master Of Business Administration - Mba, Double Concentrations In Business Analytics And In Finance, 3.95

Merit Scholarship Honors: Beta Gamma Sigma Lifetime Member

Academic Certificate, Personal Financial Planning, 3.91

Awarded with Distinction

Academic Certificate, Accounting, 4.00

Awarded with Distinction

Master Of Arts - Ma, Applied Finance, 3.97

Honors: Beta Gamma Sigma Lifetime Member

Bachelor Of Arts - Ba, Economics, 3.69

Minor in Managerial Economics Awarded with Honors Honors: Departmental Citation Deans' Honor List

FAQ

Frequently asked questions about Di Yu, Mba, Cfa, Cpa, Frm, Cfp®

Quick answers generated from the profile data available on this page.

What company does Di Yu, Mba, Cfa, Cpa, Frm, Cfp® work for?

Di Yu, Mba, Cfa, Cpa, Frm, Cfp® works for PwC China.

What is Di Yu, Mba, Cfa, Cpa, Frm, Cfp®'s role at PwC China?

Di Yu, Mba, Cfa, Cpa, Frm, Cfp® is listed as CFA | CPA | Certified FRM | CFP® at PwC China.

Where is Di Yu, Mba, Cfa, Cpa, Frm, Cfp® based?

Di Yu, Mba, Cfa, Cpa, Frm, Cfp® is based in Diamond Bar, California, United States while working with PwC China.

What companies has Di Yu, Mba, Cfa, Cpa, Frm, Cfp® worked for?

Di Yu, Mba, Cfa, Cpa, Frm, Cfp® has worked for Pwc China, Pwc Mainland China And Hong Kong, New Eastern Accountancy Service, Dong & Associates Cpa, and H&H Industrial Products, Inc..

Who are Di Yu, Mba, Cfa, Cpa, Frm, Cfp®'s colleagues at PwC China?

Di Yu, Mba, Cfa, Cpa, Frm, Cfp®'s colleagues at PwC China include Chen Yulei, Amber Kim, Kun Cheng, Pak Lam Kong, Cpa, and Jia Yu Liu.

How can I contact Di Yu, Mba, Cfa, Cpa, Frm, Cfp®?

You can use AeroLeads to view verified contact signals for Di Yu, Mba, Cfa, Cpa, Frm, Cfp® at PwC China, including work email, phone, and LinkedIn data when available.

What schools did Di Yu, Mba, Cfa, Cpa, Frm, Cfp® attend?

Di Yu, Mba, Cfa, Cpa, Frm, Cfp® holds Master Of Business Administration - Mba, Double Concentrations In Business Analytics And In Finance, 3.95 from Pepperdine Graziadio Business School.

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