Jay He is a Economics and Finance Major at Rice University at ACT Rice. They is proficient in Cantonese.
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Consulting AnalystAct Rice Sep 2024 - PresentHouston, Texas, United States -
Audit InternChu Kwing & Co. Certified Public Accountants Jun 2024 - Aug 2024Hong Kong Sar-Conducted annual financial audits for four medium-sized enterprises, ensuring strict compliance with IFRS. Assessed financial risks and reconciled financial statements involving over $1.5M in assets to ensure integrity and accuracy.-Performed transaction and cutoff tests, and comprehensive substantive testing; utilized Excel to adjust financial accounts, including accrued expenses and prepaid assets, ensuring fiscal accuracy and strict compliance.-Participated in client meetings to present audit findings and improve relationships; aided senior accountants in drafting and finalizing audit reports for transactions totaling approximately $2.5M, enhancing report precision and detail.
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Training Program ParticipantRice Undergraduate Investment Fund Jan 2024 - May 2024- Gained foundational knowledge in accounting principles, corporate finance, and investment analysis, learning the core concepts and techniques of discounted cash flow (DCF) valuation to evaluate investment opportunities with precision.-Learned how to develop and present a comprehensive investment pitch. Which included delivering an in-depth company overview, conducting a thorough comparable companies analysis, articulating a well-founded investment thesis, and critically assessing potential investment risks.- Enhanced proficiency in Microsoft Excel, applying financial modeling techniques to perform quantitative analyses and create dynamic valuation models for investment recommendations and decisions. -
Business Operations InternSinopharm Group Company Limited Jun 2023 - Jul 2023Fuzhou, Fujian, China-Initiated the implementation of an RFID and cloud-based tracking system, improving stock visibility and reducing overstock by 15% across multiple facilities, enhancing inventory accuracy and operational responsiveness.-Modernized inventory management processes for pharmaceuticals, increasing operational efficiency through advanced automation and data analytics, leading to improved resource utilization and reduced waste in a regional branch.-Worked closely with inventory managers and warehouse staff to proactively diagnose and remedy inefficiencies, which significantly optimized logistical operations and substantially improved overall stock management efficiency. -
Investment Strategy Analyst - Wharton Investment CompetitionWharton Global Youth Program Sep 2021 - Nov 2021-Led a team of 6 in a 10-week, global competition involving 1300 teams, focusing on developing a comprehensive investment strategy using the Wharton Investment Simulator (WInS).-Guided team through in-depth analysis of industries and securities, utilizing an approved stock and ETF list to construct a diversified investment portfolio tailored to a real client's long-term financial goals.
Jay He Education Details
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3.83/4.00 -
3.85/4.00
Frequently Asked Questions about Jay He
What company does Jay He work for?
Jay He works for Act Rice
What is Jay He's role at the current company?
Jay He's current role is Economics and Finance Major at Rice University.
What schools did Jay He attend?
Jay He attended Rice University, Renaissance College Hong Kong, University Of Pennsylvania.
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