1. 同时参与5家头部公募基金公司年度审计项目，独自带队完成其中2项基金公司审计工作；2. 领导团队完成3家QFII项目审计，负责QFII合规性检查，并带教团队中其他成员；3. 审计公募公司财务资料，独立完成固定资产、应收账款、管理费、交易性金融资产等科目底稿的编制；4. 通过excel VBA 自动化搭建180个基金产品的审计底稿框架，整理wind调取数据完成对应产品的底稿编制，协助复核基金产品审计报告200余份并主要负责其中30份的编制工作；

» Created automatic process of clinical-trail data collection and categorized clinical trials through machine learning.» Performed data pre-processing to clean the data in a structured format and conducted data exploration to detect trends, patterns and correlation of the data in R-Studio and SQL.» Visualized clinical trial data using R-shiny.

» Conducting market research on current Rochester real estate market for a partnership with the city and local companies focused on enhancing home ownership; exploring build vs. buy strategies from company perspective; performing break-even analysis and creating different scenarios to meet different employee housing needs. » Identifying potential problems and determining model feasibility and possible exit strategies.» Improving equity incentive model by completing and updating… Show more » Conducting market research on current Rochester real estate market for a partnership with the city and local companies focused on enhancing home ownership; exploring build vs. buy strategies from company perspective; performing break-even analysis and creating different scenarios to meet different employee housing needs. » Identifying potential problems and determining model feasibility and possible exit strategies.» Improving equity incentive model by completing and updating assumptions to enable model to be used in other cities. Show less

» Analyzing data for client to create summaries and business outcome models, financial spend and benefit commitments.» Developing sustainable financial products that improve client’s financial health.

Developed recommendations for a recruitment services company regarding revenue generation, customer targeting and expansion strategies within Rochester talent market; visualized data trends and recommendations using Tableau.Selected Contributions» Consulted with a local company to identify new markets and devise a new marketing strategy.» Collected data using Google Trends.» Visualized data using Tableau for final presentation.

» Pitched leading Chinese electronic vehicle manufacturer company by presenting analysis results of business model, sales strategy, supply chain, and leadership team of the targeted industry competitor.» Analyzed target company’s performance and core capabilities; compared with global leaders to assess areas for growth.» Solicited feedback twice weekly; finished four-week research project three days ahead of schedule.

» Served as liaison between the 8 internal project teams and 10+external banks to secure funding for capital projects worth more than 10 million CNY each» Collected materials for 7 Letter of Guarantees, recording 20+ journal entries and preparing 50+ payments per week to ensure on-time funding for projects; led a team of 3 accountants to prepare monthly financial statements» Planned and implemented a new internal record system to improve business efficiency by 20%

» Researched and evaluated business strength of Cognizant, a global IT services provider, to prepare an investment thesis under the supervision of Managing Partner» Estimated growth rate and constructed Discounted Cash Flow statements and equity research reports» Selected 4 competitors as benchmarks, analyzed their SEC files and business model to understand competitive landscape

» Completed a successful IPO project for KangruiSport Goods Co., Ltd.» Reviewed 10 financial reports and forecast the future growth and financial performance of portfolio companies» Gathered daily stock market information online, and tracked trends of portfolio stocks to report to managers