• Financial planning, reporting on actual versus budget P&L by business segment, analyze and explain the causes of the variances and trends monthly.• Set up complex analytical framework and formulas in a spreadsheet system to monitor the department KPIs.• Collaborate with different departments, including Accounting, billing and recruiting team to optimize the capital budgeting.• Provide decision making analysis for independent projects and report to management team and CEO.• Support payroll for over 100 personnel by auditing and reconciling accounts using Paychex.

• Analyze company's financial information to assess budgetary requirements by function and activity; formulating budgets for technology, marketing and real estate departments.• Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation; preparing budget analyses for management to review.• Extract, assess, evaluate, and interpret information from our proprietary platform and database.• Analyze service contracts and special projects and providing feedback to management.

• Analyze financial data to identify financial trends, patterns and strategy and compiled information into reports.• Create in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability and expenses.

• Collected admissions information on School of Medicine prospective students. Developed reports for committee using Excel.

• Conduct firm valuation analyses for three listed companies (Feiyada, Hexing Packaging, Donggang Stakes) using quantitative techniques and financial models.• Produce financial models for buy and sell recommendations within multiple industries.

• Individually collected data and assisted manager to conduct analyses through excel to group over 300 target clients into different investment levels under the guidance of manager.• Made appointment with the target clients and recommended suitable funds to them. • Assisted in preparing the venue to introduce new productions and made PPT for the return dinner.

• Led the team to conduct the survey in 3 cities and managed to collect data by using programmed questionnaire system, contributing 504 detailed questionnaires to the center’s database.• Coordinated with local neighborhood committees and local financial institutions to gain trust and obtain reliable data from unacquainted and migrant residents who were selected by random sampling. • Won Group Award of Excellence (top2%), for the high-efficient and most contributing team.The Survey and Research Center for China Household Finance, a non-profit institute for academic inquiry, is based at Southwestern University of Finance and Economics (SWUFE).The Center’s main mission is to carry out the China Household Finance Survey (CHFS). This survey is the only nationally representative survey in China that has detailed information about household finance and assets, including housing, business assets, financial assets, and other household assets. In addition, the survey also has information about income and expenditures, social and commercial insurance, and much more.The survey uses the most scientific sampling method, building its own sampling frame to ensure that the survey is nationally representative. The survey is conducted by hundreds of knowledgeable, highly trained, and highly motivated undergraduate and graduate SWUFE students. Every effort is made to reduce the refusal rate and to ensure accurate information. The survey enjoys tremendous help from local communities all China.

• Mastered the basic functions of credit business and the standard procedure of loan.• Participated in loan transactions, assisted in background investigation, project evaluation and operation and financial analysis.