Lei Luo Email & Phone Number

Melbourne, Victoria, Australia

As an accounting intern with a solid foundation in accounting principles, I am dedicated to bookkeeping and designing financial statements, leveraging advanced skills in MYOB and Microsoft Excel. My key accomplishments include: · MYOB proficiency: skilled in using the MYOB system for comprehensive bookkeeping, data entry and account reconciliation. · Advanced Excel skills: Efficiently utilise Excel to generate financial reports that enhance accuracy, and design data visualisation that simplifies complex data to reduce report preparation.· Financial analysis: Analyze financial data to assist in monitoring variances between actual results and budgets to improve stability, supporting annual financial forecasts.

As a detail-oriented finance intern, I specialize in optimizing wealth portfolios and planning personalized investment strategies for various families. My key accomplishments include:· Capital Pool Portfolio Management: Collaborated with skilled team members to build and evaluate portfolio composition, and assessed return and risk levels to ensure optimal performance.· Expertise in Insurance: Deep understanding of various insurance products, including their features, target demographics, and optimal allocation strategies. · Personalized Investment Plans: successfully tailored investment plans encompassing stocks, securities and insurance products that are recognised by middle-class families.

Guangzhou, Guangdong, China

· Delivered English lessons to children, using interactive techniques to enhance their language proficiency.· Assessed and graded assignments, providing detailed feedback to encourage academic growth.· Developed personalized learning plans tailored to each child's needs and abilities.· Maintained regular communication with parents, providing updates on their child's progress and areas for improvement.