Yingzhen Xiang Email & Phone Number

Chicago, Illinois, United States

• Managed daily reconciliation of over 2,000 transactions through advanced Excel skills and conducted monthly reconciliations using QuickBooks to maintain accurate financial records. • Developed and implemented an Excel-based system for tracking invoice discrepancies, improving both the accuracy and efficiency of invoice processing. This resulted in a 50% reduction in processing time.• Identified discrepancies in financial transactions and promptly communicated with vendors to resolve issues, ensuring accurate records and maintaining positive vendor relationships.• Provided clear and concise information to clients, addressing concerns and enhancing customer satisfaction.

Chongqing

• Led a team of 4 people in a two-branch rotation program, collaborating on a comprehensive PPT report titled "Core factors affecting customers' purchase of bank financial products"• Concluded that customer risk preferences and expected product returns have the most significant impact, provided advice for the bank's products, and presented findings to the manager• Provided credit card and debit card issuance services, as well as debt repayment support, to over 100 customers in 3 weeks, ensuring accuracy, compliance, and prompt to resolution to customer issues.• Assisted the senior manager in offering tailored financial planning and portfolio strategies to high-net-worth clients.

Master Of Finance

Bachelor'S Degree, Accounting And Finance