Lushan Jiang Email and Phone Number
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Experienced Financial Analyst with a demonstrated history of working in the management consulting industry. Strong finance professional skilled in Microsoft Excel, Equity Research, Python, Sales, and C++. Quality data analytical skill demonstrated in several Sales/Marketing analysis projects.
Change Group Americas
View- Website:
- changegroupamericas.com
- Employees:
- 16
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Team LeadChange Group Americas May 2017 - PresentNew 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 -
AnalystChange Group Americas May 2016 - May 2017New 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% -
Investment InternModern Land China Co Ltd Jun 2015 - Aug 2015Beijing 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.
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Marketing AnalystTumeibian Group Jun 2013 - Aug 2014Greater 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.
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InternBank Of America Jun 2012 - Aug 2012Washington 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
Lushan Jiang Skills
Lushan Jiang Education Details
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Financial Economics -
Economics; Mathematics
Frequently Asked Questions about Lushan Jiang
What company does Lushan Jiang work for?
Lushan Jiang works for Change Group Americas
What is Lushan Jiang's role at the current company?
Lushan Jiang's current role is Financial Analyst.
What is Lushan Jiang's email address?
Lushan Jiang's email address is vi****@****live.cn
What schools did Lushan Jiang attend?
Lushan Jiang attended Boston University, Wheaton College (Ma).
What skills is Lushan Jiang known for?
Lushan Jiang has skills like Microsoft Excel, Public Speaking, Powerpoint, Microsoft Word, Data Analysis, Databases, Research, Social Media, Financial Analysis, Investment Portfolio, Equity Research, C++.
Who are Lushan Jiang's colleagues?
Lushan Jiang's colleagues are Yanting (Emma) Shen, Melissa Murillo, Diego Lari, Ryan Flaherty, Fan Wu, Walter Cazar, Arya Moghadam.
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Lushan Jiang
United States
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