• Independently delivering accurate weekly and periodic financial reports and strategic business support to portfolio leaders, contributing to their decision-making efficiency.• Responsible for resolving issues related to P&L and other financial data, and addressing inquiries from business teams, demonstrating strong problem-solving skills and fostering interdepartmental cooperation.• Leverage advanced Excel skills for data analysis to optimize internal processes and drive… Show more • Independently delivering accurate weekly and periodic financial reports and strategic business support to portfolio leaders, contributing to their decision-making efficiency.• Responsible for resolving issues related to P&L and other financial data, and addressing inquiries from business teams, demonstrating strong problem-solving skills and fostering interdepartmental cooperation.• Leverage advanced Excel skills for data analysis to optimize internal processes and drive significant efficiencies.• Assist in Quarter financial planning, aiding in preparation and presentation of reports based on key metrics and forecasting. Show less

Led and coordinated professional events including Orientations, Alumni Network events, and Career Skills Sessions, demonstrating strong organizational and communication skills.

★ Established in 2020, newly founded consulting company specializes in providing comprehensive financial information services, including market analysis, strategic analysis, and compensation planning, etc. • Conducted in-depth financial analysis and reporting for governments and companies, including market landscape assessments, potential risk evaluations, and peer comparisons. • Collaborated with executive teams to deliver materials under tight deadlines, leveraging strong time… Show more ★ Established in 2020, newly founded consulting company specializes in providing comprehensive financial information services, including market analysis, strategic analysis, and compensation planning, etc. • Conducted in-depth financial analysis and reporting for governments and companies, including market landscape assessments, potential risk evaluations, and peer comparisons. • Collaborated with executive teams to deliver materials under tight deadlines, leveraging strong time management and organizational skills. Show less

★ Founded in 1987, China CITIC Bank is a leading commercial bank in China. Achieved a dual listing on the Shanghai Stock Exchange and the Hong Kong Stock Exchange in 2007; with total assets exceeding CNY 8.5 trillion and a workforce of over 60,000 employees.• Developed a Key Performance Indicator (KPI) system to accurately track customer contacts and the sales of various financial products, and formulated structured frameworks for retail transformation. • Provided financial… Show more ★ Founded in 1987, China CITIC Bank is a leading commercial bank in China. Achieved a dual listing on the Shanghai Stock Exchange and the Hong Kong Stock Exchange in 2007; with total assets exceeding CNY 8.5 trillion and a workforce of over 60,000 employees.• Developed a Key Performance Indicator (KPI) system to accurately track customer contacts and the sales of various financial products, and formulated structured frameworks for retail transformation. • Provided financial products training to branch employees, tailoring training resources to meet individual needs and developing appropriate financial curricula. Show less

★ Founded in 1987, China CITIC Bank is a leading commercial bank in China. Achieved a dual listing on the Shanghai Stock Exchange and the Hong Kong Stock Exchange in 2007; with total assets exceeding CNY 8.5 trillion and a workforce of over 60,000 employees.• Provided asset portfolio plan to customers, including funds, stocks, bonds and life insurance. Monitored, analyzed, and regularly adjusted portfolios to ensure optimal performance.• Managed overseas financial channels… Show more ★ Founded in 1987, China CITIC Bank is a leading commercial bank in China. Achieved a dual listing on the Shanghai Stock Exchange and the Hong Kong Stock Exchange in 2007; with total assets exceeding CNY 8.5 trillion and a workforce of over 60,000 employees.• Provided asset portfolio plan to customers, including funds, stocks, bonds and life insurance. Monitored, analyzed, and regularly adjusted portfolios to ensure optimal performance.• Managed overseas financial channels, spearheaded the organization of financial forums in cooperation with multinational financial intermediaries, and converted audience into bank customers. • Conducted extensive market research with over 40,000 customers and developed new retail strategies based on the market potential, customers behaviour, competitor strategies and pricing, etc. Show less