Lushan Jiang Email & Phone Number

New York, Ny

• Collaborated with accounting, HR, legal, client management and other relevant departments to manage detailed project planning and implementation stages through effective and efficient online and in-person communications• Optimized internal team human resource management process and increased efficiency by 20% by dynamic tasks prioritization, timeline scheduling/tracking, and weekly/daily team updating and cross training• Developed and recommended new service strategies proactively through participating clients’ meetings, organize post-meeting minutes, and evaluating clients’ potential business and financial needs

New York

• Researched and analyzed financial statements, sales and expense data to estimate and forecast market concentration as well as profit and volume trends using Excel for accounts in Health, Retail, Service and IT industry• Identified trends and budget vs actual variances and presented key findings to senior management using visualization tools such as Tableau and PowerPoint• Escalated potential issues to avoid future costs in a timely manner, and streamlined and enhanced multiple data management tools and models so that information can be processed and presented more effectively and efficiently to minimize operational risks• Developed and formulated Excel model which provided insights of revenue and cost historical trending by region, period, and product category to provide bigger picture and to facilitate management formulation of business strategy • Developed scenario planning for sale goals and created P&L forecasting and cash budgeting, as well as monitored budget execution and made adjustment accordingly• Restructured client’s financial operational system and increased the efficiency by 30%

Beijing City, China

• Selected and evaluated diverse investment projects suitable for company investment strategy and risk appetite; positioned 2 crowdfunding projects in the amount of $2M+ in total• Created marketing plan and investment pitch for fund of funds, which generated $2.5M+ in sales• Coordinated with legal and accounting departments on planning of property management subsidiary to go public through in-depth onsite research and suggestion on changing acquisition target• Assessed business plan of just-found independent subsidiary and supported financing process to the subsidiary by equity crowdfunding• Conducted risk analysis on start-up companies to determine funding viability.• Worked on detailed process for a subsidiary to go public.• Created business plan for just-found innovative department and financed the department by crowdfunding.• Helped with the creation of a fund of funds.

Greater Boston Area

• Conducted market research and analysis; engaged in the brainstorming session on potential new services; confirmed the feasibility based on data gathered through observation and questionnaire.• Obtained and synthesized data on customers' preferred media channels and school timelines to support the marketing campaign development, and successfully acquired over 3,000 users in 2 days.

Washington D.C. Metro Area

• Conducted semiannual risk assessment and analysis to re-evaluate existing clients, which optimized financial risk management to the investment portfolio• Managed clients’ database by updating required information and direct communicating with clients; opened 30+ new accounts through referrals and recommendations from existing client relationships• Planned and organized reception of July 4th ceremony of Celebration for diplomats among 70 countries and further developed bonding with Asian diplomats for the firm

Master'S Degree, Financial Economics

Bachelor Of Arts (B.A.), Economics; Mathematics