• Review and record financial transactions, prepare monthly, quarterly and annual reports for 5 companies and present to management• Prepare monthly reconciliations on account receivables, account payables and bank accounts• Comply requested schedules from CPA and assist the CPA on annual tax filings for the parent company and four subsidiaries• Supervise daily journal entry, transaction entry, and QuickBooks closing, train and manage entry-level accounting clerk• Identify and resolve operation processing issues to improve efficiency and accuracy and to minimize operational risks and unnecessary expenses• Coordinate with other departments, provide accounting services to other staffs, make sure problems solved and requests done in time• Assist accounting manager in preparing financial statements, budgeting, and banking loan, scheduling expenditures, analyzing variances• Provide consultation to senior management on financial opportunities and employee benefit plans

• Identified potential investment opportunities, including corporate bonds, stocks, and financial products of other financial institutes; Compared results with planned vs. forecasted data; Executed investment options which were aligned with specific strategies• Gathered, analyzed and interpreted complicated numerical information of target industries and corporates• Collated and analyzed market statistics, examined risks and risk tolerance, calculated profitability, including expected returns, Sharpe Ratio, and other important parameters; Carried out financial modeling and applied to different scenarios• Summarized data & related recommendations in excel and PowerPoint, visualized the data into chart, diagram, and graph• Presented researches and recommendations to Senior Manager• Intern evaluation: Overall performance was excellent, team work skills and problem solving skills were outstanding, got a full time offer from the bank

• Built relationships with clients and businesses• Used financial planning skills to identify clients’ financial status and goals• Developed appropriate investment strategies and recommendations • Provided suitable financial products