Long Li Email & Phone Number

Katy, Tx, Us

美国 德克萨斯州 休斯顿

Serve as the primary ISO analyst for PJM and MISO, backup analyst for processingpayments for ERCOT, ISO-NE, NYISO, and AESO, maintaining smooth operations andtimely payment reconciliations. ensuring accurate settlements and compliance with market rules.Wholesale PnL research and analysis during Month End Close process, Prepare and maintain accurate data for FERC EQR reporting in a timely manner, completed Year End Closing processes with auditors.Utilizing SQL management tool to identify reconciled daily/monthly volumes, RT/DAPrice gaps among all ISO markets. Manage and troubleshoot database gaps via Adapt2 platform, collaborating with data vendors to resolve data adapter errors andensuring seamless market link jobs. Extract monthly report and perform data related tasks during MEC, Oversee dataintegrity and accuracy in market/bilateral transactions and settlements, provideanalytical supports enhancing the company's financial and operational efficiency.

Usa

Processed over $3 million worth of service orders for invoices toward company drivers and 3rd party carriers in daily basis. Generated monthly profit report from each basin and created visualized dashboard;Inspect and give advises toward incident report via data analytic tools.Research into detailed information by cooperate with maintenance and dispatch department in order to ensure information transparency, payments collection and resolve disputes.Suspected and corrected False Journal Entries on annual report from Income statements. Resolve charge duplication and false charges to reduce operation cost.Provided brief estimates toward internal funding for subsidiary transportation company, maintained updated lien waivers for and from 3rd party carriers in weekly basis. Gathered and updated information for company drivers and obtained 1099 forms.Key Achievement:Revolutionized database for asset management and invoicing system with repair shop company management team, provided easier access towards driver management and asset utilization reports, closed up to 3 months of aging invoice gap with accounting team.

美国 德克萨斯州 休斯顿

Prepared and documented signed contracts among vendors. Provided recommendation on contract renewal and cancelation by research and comparing benefits provided by substitutional service/product provider, maximize profit and enhance operational performance.Cut operational cost of $20,000 per month from analyze low usage services/products by comparing market rates from vendors.Managed health cash flow monthly P/L report generated via QuickBooks. Created time table of due dates from essential vendors to pay/hold invoices without affecting business running.

Chengdu, China

Initiated business plans by comparing financial leasing rates and maturities from investment banking department offered by nation-wide commercial banks and fund institutions, Provided suitable plans for clients’ urgent needs.Performed analysis through clients’ financial reports using financial models. Redirected project team’s schedule with proficiency, shortened process-time by 15%.Cooperated with the Investment Banking department, and created databases for diligence reports on client’s existing patents when preparing IPO.Key Achievement:Performed asset-stripping guidance for clients and collaborated with rating institutions re-evaluated business segments in different locations, and the client successfully financed $400million with Asset Based Securities.

Chengdu, China

Developed a double moving average trading concept and generated excess earnings while back tested based on historical data of CSI 300 index. Implemented the concept as a guideline for asset allocation advice for clients.Consolidated positive relations toward Commodity Trading organizations for price paring information on increase/decrease holdings for pre-IPO buyers and Public company Stakeholders.Implemented secondary market data from Bloomberg terminal to write analytical reports each week for clients while Co-work with the strategy development team.Key Achievement:Launched individual stocks’ trading strategy by analyzing and paring performance statistics with daily index, implemented intraday swing trading strategy toward long-term investment accounts and exceeded 15% in annual profit.

Chengdu, China

Initiated strategic business plans by comparing regional prices and services provided by competitors and gathering market information provided by local businesses.Performed sales analysis report in a timely manner through Pivot Table using updated data through ERP. Created work Schedules for better team management required by the supervisor.Gathered market information with analytical product reports based on prices and quality offered by competitors, and offered a new fleet card/gift card sales strategic plan with team members.Key Achievement:Discovered fleet card management system bug by detecting clients’ abnormal consumption by comparing historical data. Upgraded the system with Operation Department to resolve the issue, reducing clients’ annual expenditure by 18%.

硕士学位, Financial Economics

学士学位, Business Administration