Kaitung Chen, Cpa, Cva Email & Phone Number

Shanghai City, China

• Provided risk consulting, customized audit, process excellence, digital transformation and data analytics service to clients mainly in the pharmaceutical industry• Acted as a key member for project execution, data analysis, helped to create a good client relation, collected feedback and passed it to project manager• Helped project manager with project management administration work using experience gained from pervious working experience

Shanghai, China

• Channel Risk Monitoring Tool Implementation for a leading European Pharmaceutical company, by using existing system and manual maintained resources and adopt data analytics technic, to identify high risk activities for routine channel risk monitoring and sample selection for yearly distributor audit• DDI Data Verification Tool Implementation for a leading European Pharmaceutical company, by adopting Robotic Process Automation technic, simplify a 1- hour per day manual workload into a 3-5 minutes automation process;• Expense and Disbursement Process Excellence for a US-listed finance service institution for expense related processes and system functions simplification and improvement• Channel Data Management Mechanism Review for a leading European Pharmaceutical company, by adopting data analytics techniques to identify any DDI data deficiencies and conducting on-site visit to distributors for supporting document verification and stock-taking, to identify the gap between the as-is and real practice, and provide suggestion for improvement• Distributor Review - Sales Data Management for a US-listed medical device company to enhance sales data management over distributors and on-site review over selected distributors to check the accuracy, completeness and timeliness of their in-market data;• Distributor Audit Mechanism Review and Advisory for a leading European Pharmaceutical company to review the current distributor audit mechanism and provide suggestion for improvement based on risk-based factors and industry practice; and• Channel Credit Control Process Review and Advisory for a Chinese listed bio-engineering company to adopt data analytics to identify appropriate credit sales limit corresponding with their sales volume and credit standing.

Shanghai City, China

• Reviewed and gave project manager advise on Oracle project set up, update and tracking processes to make sure that data being entered are accurate and company policies have been followed• Helped project manager with project management work, trained and guided project manager with the finance managing on projects• Provided project team with contract term and tax advisory on overseas sub-consultancy agreements to make sure that the term will be benefit for us, and extra taxes have been avoided• Developed Excel Marco and Addin to expedite routine procedures and maintained a project information Access database to smooth later manager project review process• Handled daily billing and collection works and monthly VAT reconciliations

Shanghai City, China

• Audited expense reports submitted by employees to valid invoices and make sure the companies’ policies and procedures had been followed• Made entries for employee submitted manual expense reports and departmental adjustment entries request in Oracle Financial System Accounts Payable Sector• Answered employees’ inquiries, recorded and summarized frequently found problems in expense report auditing, reported and made improvement suggestions to the managers from time to time• Actively participated in problem solving and tools developing activities and served as a mentor for newly Accounts Payable hired employees

Shanghai City, China

Business Development -• Developed and streamlined a database to classify and classify client, project and contract information for the Central China regional business development team • Created and managed project information in the company’s Salesforce System, and assisted the writing of different logical formulas to run different internal financial control and project reports• Independently designed and rolled out a stationery application database system for the Shanghai Office administration team using Google Forms and Sheets• Assisted the company’s Hong Kong design+planning practice business development manager in collecting, analyzing and reporting data from the business line’s Asia Client SurveyFinance & Accounting -• Used Oracle Financial System for regular project billing, invoice issuance and cash collection, and participated in Oracle-based project set-up, management and closure procedures • Assisted financial planning and analysis team in producing routine business line and project financial reports, and communicated across design teams on project financial target performance and tracking • Developed flow charts to provide finance, business development and design teams with information on contract signing and invoicing procedures

Akita, Japan

• Designed local cellphone market research survey questionnaire focusing on if the elderly is using smartphone and the motivation of choosing smartphone together• Conducted different statistical analysis using Excel data analysis tools for the data collected on sample size and frequency• Wrote a final report on the research including introduction, research questions and review of research questions, review of literature, primary data findings, implications of findings and research limitations

Suzhou, Jiangsu, China

Worked during summer time from June 2008 to August 2010• Prepared daily and monthly purchase, inventory and sales reports• Handled reception, complaint follow-up and other services aiming to increase customer satisfaction

Master'S Degree, Accounting

Master of Accountancy Provost Scholarship (2014 September-2016 March)

Bachelor'S Degree, Accounting And Business/Management

Bachelor of Science in Accountancy Bachelor of Science in Business Administration: General Business Provost Scholarship (2011.

Study Abroad, International Business

Study Abroad Program from August 2013 to December 2013 with Cherrington Global Scholars (Study Abroad Scholarship from University.

Study Abroad, Business Administration And Management, General

Study Abroad Course during Winter Interterm (December 2012). This was a part of DU travel course - MGMT 3700 Doing Business.

Education record

Education record