Collaborated with the audit department to complete quarterly audits, providing relevant financial information in a timely manner.Assisted in the completion of the company's monthly tax declaration and payment processes.Prepared the notes receivable inventory at month-end, managing the inventory of notes, bank deposits, checks, and cash.Managed financial data entry, sorting, and classification to ensure the accuracy and consistency of information.

Organized customer information, including application forms and secondary business verification, ensuring accurate and up-to-date client records.Analyzed daily market performance, tracking price movements, volume, rise and fall rates, and other key metrics, and produced detailed closing reports.Coordinated with other departments to facilitate the smooth flow of financial information and ensure operational efficiency.

Assisted colleagues in performing inventory management analysis to optimize stock levels and improve financial efficiency.Participated in the company's budgeting process, tracked budget implementation, and analyzed deviations to recommend adjustments.Supported colleagues in analyzing and suggesting improvements to existing financial processes, contributing to enhanced work efficiency.Collaborated in the evaluation of the internal control system, identifying and reporting potential risks to safeguard the company's financial health.

Supported colleagues in creating comprehensive ETF introductions and conducting analysis of various industries, gaining hands-on experience in stock evaluation.Conducted micro and macroeconomic analysis for company research, gaining valuable experience in financial modeling and fundamental analysis.Facilitated customer account openings, resolved client inquiries, and provided ongoing support to ensure customer satisfaction and smooth transactions.Assisted in the preparation of materials and presentations for meetings, including video editing and online distribution of stock market updates to clients.

Actively participated in freshman orientation, engaging with senior students to discuss and share ideas and projects as a new student.Led a team for the Wonderland trip, coordinating and managing the project to ensure successful execution, demonstrating strong teamwork and strategic planning skills. Collaborated with club members to plan and organize the Spring Festival Gala, overseeing logistics and event coordination, resulting in highly positive feedback.

Assisted 500+ customers, providing personalized recommendations and ensuring a positive shopping experience, showed strong communication skills.Managed customer refund and compensation transactions, ensuring accurate and smooth operations while maintaining customer satisfaction.Recorded and tracked daily sales data, ensuring the accuracy of sales records and contributing to effective inventory management.

Volunteered to take detailed notes for the Operations Management course, uploading them daily to support students with disabilities.Ensured that class notes were accurate, and accessible, contributing to an inclusive learning environment and aiding in the academic success of fellow students.