Feiya C. Email & Phone Number

Shanghai, China

中国 上海市

中国 上海

Shanghai City, China

• Provided CDD services and other miscellaneous services in education and CPG sector for top PE/VC companies and tier one tech companies; involved in one CDD project, one demand side study project, and one investment target screening project o CDD project: Responsible for the analysis of the customer side and the market sizing part; conducted desktop research; designed customer questionnaires and in-depth customer interview outlines; created the model and calculated the potential market size; helped the client to understand the current market and its trend, as well as the target companies’ current situation and future potential o Demand side study project: Responsible for the compilation and implementation of the questionnaires; analyzed the result of the questionnaires and figured out the demand of customers in lower-tier cities; helped clients to understand the sinking market o Investment target screening project: Responsible for the creation of the letter of proposal, the initial sortation of the brand, the DTC brand case study, and the methodology of determining potential target companies; helped the client to choose the potential targets for each sub-sector • Conducted thorough research on the DTC brands: o Researched the leading foreign DTC brands’ company history, business model, product positioning, product features, market share, competitive advantages and disadvantages, etc. o Wrote the relevant DTC articles independently o Analyzed the possibility of the rising of the DTC brands in China and identified the potential sectors • Gathered and analyzed the financial and non-financial data of leading multinational e-commerce and cosmetics corporations, and helped the team of the related projects to finish the overseas benchmark

Greater Salt Lake City Area

• Responsible for quarterly and annual federal and multi-state tax compliance for various clients.o Finished more than 200 individual tax return projects and 250 business tax return projects. Approximately 30 clients’ annual income is more than 100 million RMB, and around 200 clients’ annual income is more than 10 million RMB.o Prepared federal and multi-state income tax returns, estate tax returns, gift tax returns, and replied notices from the IRS and state tax authorities on behalf of the clients.o Types of clients include individuals, C corporations, S corporations, LLCs, GPs, LPs, LLPs, LLLPs, trusts, non-profit organizations, pension accounts, etc.o Clients are from different industries including investment, technology, real estate, medical device, hospital, transportation, media & entertainment, education, food, agriculture, etc.• Provided tax planning service for high-net-worth individuals and corporations, including calculating estimated tax payments, optimizing the ownership structure, and analyzing the impact of M&A on tax.o Evaluated the enterprise’s operating situation and projected its development trend.o Analyzed the change of the capital structure and the source of the cash flow.o Researched on the industry competitive landscape and the change of its market share.• Compared and analyzed the financial reports and non-financial data provided by the clients to see whether they are related, reasonable, consistent and compliant.• Calculated tax provision and helped the audit team to adjust the tax-related accounts. Responsible for the CCH Engagement training for the tax-related sections.• Researched on the 2018 Tax Cuts and Job Act. Responsible for the training of foreign-related topics including the foreign repatriation tax and nonresident alien tax return.

Cleveland/Akron, Ohio Area

• Processed payroll for more than 500 employees by utilizing Paychex, and prepare monthly reconciliation schedules for assigned general ledger accounts.• Created cash flow budget and income statement weekly.• Responsible for processing invoices and checks on a daily basis using QuickBooks system.• Obtaining broad work experience in a fast-paced, high-pressure, and deadline-oriented environment.

Cleveland/Akron, Ohio Area

Cleveland/Akron, Ohio Area

• Filed more than 35 individual income tax returns for low-income families with high-quality.• Conducted interviews with taxpayers to ensure all deductions and credits are claimed properly.

Shanghai City, China

• Maintained cash payment list, recorded cash receivable, prepared cash payment forecast report.• Reviewed employee T&E requests (invoice check, bank payment, SAP clearing), processed vendor payment (bank system), document filing, and monthly processed in VAT system. • Enhanced the ability to cash flow forecast and financial statement analysis.

Shanghai City, China

• Participated in special annual programs, conducted analytical review and credential sampling for clients, filled in confirmation requests, and evaluated internal control.• Responsible for confirmation with banks, credentials vouching, counting cash and asset.• Developed unique information gathering strategy to improve the work efficiency.

Shanghai City, China

• Updated the internal financial data, organized clients’ information.• Assisted the account manager in business negotiations and financing products merchandising.• Improved professional communication skills and customer service skills.

Master'S Degree, Accounting, 3.8 / 4/0

Activities and Societies: Beta Alpha Psi Der Deutsche Verein• Concentration: Audit & Tax

Bachelor’S Degree, German Language And Literature, 3.3 / 4.0

Activities and Societies: • Vice Minister of Competition Department in Students’ Sport Union• Minor in Accounting

Exchange Student, German Language And Literature, 3.6 / 4.0