Assisted analyst with app CX review project by evaluating app in four disciplines through quantitative and qualitative survey and benchmarking competitor performance; Provided data analysis and recommendations. Researched industry background and market size of digital intelligence for a solution provider; Mapped out competitive landscape of digital intelligence in China with analyst; Discovered opportunities for clients to expand and improveLocalized CX methodology for mobile banking functionality; Reviewed and rated top 5 B2C banks’ app in China; Synthesized review findings and recommendations into a report;Identified mobile data management providers; Conducted secondary research on user scenarios; Helped analyst developing report with recommendation;Assisted analyst designing interview guidelines and questionnaires for agencies and marketers; Conducted interviews to recognize the marketers’ top digital challenges in China; Extracted qualitative data from resulting interview;Wrote slides and designing charts in PowerPoint and with Adobe Illustrator;Scheduled and coordinated over 50 interviews with Senior Executives of external companies; Managing team's report process through communication and coordination with multiple departments internally;

 Assisted associate to establish, research, collect information, drafted business plan and make slides for project  Drafted and edit due diligence report and feasibility report for potential clients Engaged in research on client’s company to check the credibility of client’s collateral value Communicated effectively with clients and implement request to manager  Reviewed client estate planning, trust report and other related documents Established and maintained network of bank branch contacts and clients

 Assisted senior manager to inquire, collect, and organize bank confirmation, debtors’ confirmation and creditors’ confirmation Obtained information from the client and carried out several testing steps in the planning of an audit Reconciled balance sheet, income statement, and other financial statements Prepared spreadsheets on Excel to track and analyze accounts like cash, operation expense, and sales expense

 Worked with senior associates to collect and confirmed the financial reports of sub-companies of a merge case  Edited the format of all financial reports to set up the database for the client. Audited a sub company doing inventory check with book numbers Prepared the needed material for senior managers to generate the audit report