Nan Li Email & Phone Number

Shanghai City, China

Shanghai

Malvern, Pa

Determination Services Team:In charge of Beneficiary Determination Services, handling over 100 beneficiary cases per week.Reduced usual business cycle from 5 days to 1-2 days, cleared out old cases back from 2015.Annual Reporting Package Team:Prepared Annual Report Financial Packages for more than 350 401k/retirement savings core plansCompleted the above financial packages preparation work with 3 times the required efficiency and over 95% accuracy401k参保人服务组… Show more Determination Services Team:In charge of Beneficiary Determination Services, handling over 100 beneficiary cases per week.Reduced usual business cycle from 5 days to 1-2 days, cleared out old cases back from 2015.Annual Reporting Package Team:Prepared Annual Report Financial Packages for more than 350 401k/retirement savings core plansCompleted the above financial packages preparation work with 3 times the required efficiency and over 95% accuracy401k参保人服务组 遗产分割负责人: 负责为超过260位客户提供401k遗产分割判定，大多数客户为世界500强企业每周处理超过100起遗产分割案件，同集团法务部门，客户人力资源与法务及集团客户经理密切协同合作精简部门人员编制，独自完成原本需要2-3人负责的所有遗产分割401k年报汇报组 年报制作管理员: 为接近400所用人单位制作401(k) 及相应养老金2015财年一揽子年金报告上述制作过程正确率高达95% (远超部门平均水平)，效率达到经理要求的三倍协助部门高级管理员审计2015财年企业年金股票经纪产品报告，协助机构Fom-5500税务表格制作 Show less

Greater New York City Area

Working part-time from Nov. 2015 till nowDay/swing traded US equities based on technical and fundamental analysisExcellent risk and money management skills, disciplined trader根据技术指标日内交易纽交所权益类产品（股票，REIT，ETF）平均交易成功率60%, 平均风险/收益比率 1:2出色交易纪律，良好的风险管理能力，能够在复杂的市场环境下生存

Shanghai

Participated in the annual project to readjust market size data in FMCG (fast moving consumer goods) industry for clients such as P&G, Mars and UnileverAnalyzed raw data from Nielsen’s databank and identified outliers for further adjustment using Microsoft Excel Macros and SASConducted semi-annual project to adjust historical data based on the latest six month updated data. Job includes maintaining SAS for data… Show more Participated in the annual project to readjust market size data in FMCG (fast moving consumer goods) industry for clients such as P&G, Mars and UnileverAnalyzed raw data from Nielsen’s databank and identified outliers for further adjustment using Microsoft Excel Macros and SASConducted semi-annual project to adjust historical data based on the latest six month updated data. Job includes maintaining SAS for data processing协助主管部门完成年度项目，为全球市场快消行业龙头提供行业数据的原始数据过滤和分析从尼尔森数据库读取超过600MB的原始数据，通过统计软件从中甄选疑似故障样本予以修正或剔除开展半年度数据预测项目，通过历史快消市场数据预测未来六个月快消市场市占率和市场容量。工作大量使用SAS®统计软件。 Show less

Shanghai City, China

Conducted on-the-field annual audit for three manufacturing companies by inspecting the accounts of the clients and interviewing their financial and accounting staffPerformed Hong Kong Share IPO listing audit for a real-estate companyTraveled continually and demonstrated proficiency in Microsoft Excel and familiarity with corporate finance参与3起制造业现场审计，负责审计底稿制作现场审计工作包括抽查票据，与客户财务部门沟通闻讯，客户报表会计调整指导等参与一起港股房地产企业IPO审计

Shanghai City, China

Conducted merger and acquisition background research to a blue chip chemical companyIndependently drafted MDI industry analysis for the team to assist the client in the M&A processComposed confirmation letters and provided background support for team’s sponsorship of an H-Share IPO for a leading gene service… Show more Conducted merger and acquisition background research to a blue chip chemical companyIndependently drafted MDI industry analysis for the team to assist the client in the M&A processComposed confirmation letters and provided background support for team’s sponsorship of an H-Share IPO for a leading gene service provider承担团队后台支持，职责包括客户及项目背景资料调查，函证管理为某国内蓝筹上市企业融资及并购业务进行行业宏观微观研究，撰写内部备忘录，为团队成员及时提供服务客户和完成项目急需的背景资料为某生物科技企业提供H股IPO可行性分析，总结与竞争对手的优劣以帮助团队和公司在该企业IPO竞标过程中取得更大优势，也为客户获得更专业的财务咨询做出贡献 Show less

Bachelor'S Degree, Mathematics

Activities and Societies: Table Tennis Club, Detective Club

Master'S Degree, Finance, 3.93

Activities and Societies: International Student Organization

Graduate Summer Sessions None Degree, Business, 4.00

Took two MBA courses: Negotiations, Architecture of Competitive Advantage

Summer Sessions Non Degree, Economics, 4.00