• Manage daily collections and maintain accurate customer accounts.• Perform credit analysis and recommend credit limits for new and existing customers.• Conduct quarterly credit limit reviews and sales forecast assessments.• Process credit insurance applications and claims for uncollectible debts.• Collaborate with Sales, Logistics, Legal, and Accounting teams to resolve AR issues.

• Conducted financial data analysis and modeling to assess importers’ financial health and creditworthiness• Performed data mining, statistical analysis, and risk modeling with SQL/Excel to evaluate credit risk and tailor financial solutions with data visualization tools to present insights to stakeholders• Collaborated with engineers to deliver the Electronic data interchange (EDI) project with major clients• Worked with major domestic and foreign banks to facilitate and structure long-term (2-10 years) syndicated loans (Buyers’ Credit), leading to the successful closure of 10+ deals totaling $1+ billion

• Established data-driven processes for financial reporting, and invoicing, enabling informed decision-making• Performed in-depth market research (CRM data) and cross-functional data analysis utilizing SQL queries, Excel models, and PowerBI dashboard to support strategy and expansion discussions with co-founders• Supervised teams across 14 cities, ensuring accurate financial data consolidation and reporting

• Conducted 4 corporate background surveys and industry research reports for pharmaceutical companies

• Developed automated VBA & SQL model to streamline over 30 internal reports, enhancing data-driven operational efficiency• Generated monthly inventory, demand, and production analysis with large SAP and raw factory data set• Optimized lot sizes, sourcing strategies, price, and portfolio through data analysis and visualization

• Conducted financial data analysis and cross-table testing for annual and IPO audits of Everbright Securities• Prepared audit reports and documentation based on rigorous data examination• Trained in data analytics techniques: financial cross-table analysis, TOD, and COSO/SOX compliance