Jiaqing Lu Email & Phone Number

Boston, Ma, Us

Columbia, Maryland, United States

•Assessed investments of clients in equity and stocks portfolio on Tamarac and Charles Schwab to evaluate client’s financial health; compiled and delivered quarterly financial statements.•Processed and filed federal and state tax returns for clients using CCH Axcess, ensuring compliance with relevant state tax laws and regulations. Extracted federal e-filling statement and state payment voucher sending to clients for e-signature.•Migrated the CRM system from Redtail to Salesforce, improving data management and overall operational efficiency.

Shanghai, China

•Coordinated cross-functional teams in purchasing, sales, and accounting, ensuring policy compliance and strengthening relationships with clients and suppliers while during the COVID-19 lockdown.•Streamlined processing of customers' purchasing orders and returned receipts, recognizing diverse product needs and preferences, ultimately resulting in heightened customer satisfaction and improved order accuracy.•Identified and resolved internal miscommunication challenges causing delays in distribution and logistics. Introduced a visual workplace operational system, reducing internal bottlenecks and ensuring prompt resolution of client demands.•Executed comprehensive research and analysis into historical aluminum material price trends over past three years using Excel. Leveraged insights to forecast demand and negotiate favorable pricing, optimizing procurement processes by 5% and contributing to cost-effective operations.

Shanghai, China

•Spearheaded construction of a sophisticated valuation model in Excel, determining company’s potential for sustainable growth through employing discounted cash flow analysis. Conducted in-depth sensitivity analysis on EBITDA margin, delivering insights into investment risks and returns.•Examined a thorough analysis of industry dynamics, sector trends, and macroeconomic conditions. Created a comprehensive 10-page report complemented with an Excel portfolio, integrated quantitative data and qualitative analysis, offering a multifaceted perspective on current market conditions.•Audited and validated financial data, performing expense testing and reconciling receivables and payables. Generated detailed audit reports presented for senior managers, meeting all deadlines.

Shanghai, China

•Formulated competitor research analysis, encompassing thorough market research, product architectures, and business operational strategies. Authored detailed reports and crafted insightful presentations illustrating company's market position, providing valuable insights for strategic decision-making.•Facilitated clear communication channels between company, suppliers, and customers. Rectified purchasing orders, systematized databases, and diagnosed customer demand trends. Optimizing procurement processes and enhanced overall customer satisfaction.•Utilized advanced data visualization tools Excel and Tableau to create visual representations of weekly financial spending. Facilitating a more intuitive understanding of financial data, leading to identification of potential cost-saving opportunities.

Master Of Science - Ms, Finance And Financial Management Services

Bachelor Of Science - Bs, Corporate Finance And Accounting