Jiazhi Duan Email & Phone Number

Hong Kong SAR

Beijing, China

• Recruit and train future employees and volunteers for the organization.
• Registered the Volunteer & Victory Educational Platform as the legally operated non-profit organization in Shanghai.
• Successfully raised $150,000 as the organization’s startup capital.
• Expanded the founding team to 12 people and hired 21 volunteer leaders from various universities.
• Completed the preliminary business plan and created several potential business models for the organization to achieve financial sustainability.

Singapore

• Supported company to establish and execute a co-investment fund with Perfect World China, fund size $314 million.
• Assisted in another co-investment real estate fund partnering with UDS Japan, fund size $150 million.
• Helped with the execution of a $740,000 investment deal which is being invested in a digital supply chain venture.
• Forecasted future trends of the Chinese market and conducted comprehensive industry research and analysis to identify possible investment opportunities.
• Contributed to the company’s internal processes such as auditing and preparing documentation.

Beijing, China

• Identify and develop new business opportunities - expanded company’s regional markets with the launch of two new offices in Shanghai and Yichang, China.
• Delivered $2 million in revenue in the first-year operation of the two newly launched programs.
• Established a strategic partnership with Tianwen Education Group that resulted in building a joint school program that covers the northwest part of Hubei province.
• Closely monitoring the operations of two school programs that generated around $570,000 profit in the first year.
• Revised and updated the company’s business plan as well as the financial model.
• Reached out to 7 venture capitals and secured two term-sheets in Series A Funding, with an $8.6 million investment.

Columbus, Indiana

• Recorded and updated monthly close reports and monthly forecast files for Cummins Engine, Power System, and Turbo Technology Business Units.
• Prepared and uploaded the Cross-charge journal entries for Engine Business Unit and the Cross-charge reports for Joint-Ventures.
• Prepared the monthly Scorecard presentation and the quarterly investor relations pack, summarizing results, forecasts, and market outlook for investors.
• Collaborated with other functions to prepare the next year’s Annual Operational Plan for Engine Business Unit.
• Coordinated Financial Planning and Analysis (FP&A) process of global parts business operations, communicating key deliverables and reviewing inputs from the local sites to enable seamless planning.
• Streamlined the reporting process and improved work efficiency by revising most of the reporting procedures to automatic.

Columbus, Indiana

• Synchronized the reporting format and standardized the reporting process for both Cummins Electronics and Fuel Systems business.
• Collaborated with engineers to perform a cross-functional work to clean up the indirect Goods Received Not Invoiced (GRNI) items, has resolved 65 orders and the total reconciled amount is $1,945,145.79.
• Prepared and uploaded 8 journal entries during month-end close periods, also added and modified detailed work instructions for each entry.
• Held Ariba Help Sessions on the weekly basis, aiming to help engineers to solve any issues they have regarding Purchase Orders and Ariba system. Have held 8 sessions, on average was able to help 4 engineers per session.
• Summarized historical data from Jan 2015 – May 2017 for Functions and Leadership Expense Allocation journal entries in order to support future projects and analysis.

Shenyang, Liaoning, China

• Increased the counters’ efficiency by 18% on average each day.
• Helped sell 174 ICBC exclusive products in one week.
• Verified details on the check used to transfer money between two companies and successfully stopped three transactions having insufficient or wrong information on the check.
• Associated issued several mortgage loans, one of which was 2 million dollars.

Master Of Advanced Management - Mam, Concentration In Management Science (Stem)

Merit-Based Scholarship

Master Of Business Administration - Mba, Finance; Strategy And Organization

Bachelor Of Science In Business, Finance; Entrepreneurship And Corporate Innovation, 3.32

Activities and Societies: Beta Alpha Psi, Chinese Business Association