Max Pan Email & Phone Number

Boston, Ma, Us

Washington, Dc

• Create a branding campaign and conduct an informal focus group and gather feedback for market research.• Developed and implemented an innovative fundraising strategy, raising $50,000 for critical projects and initiatives.• Planned and marketed fundraising events, resulting in a 25% increase in donor participation and community involvement.• Pitched compelling story ideas to print, broadcast, and digital media outlets, securing coverage in top industry publications.

Shanghai, China

• Managed accounts payable and accounts receivable functions, processing and recording transactions with a high level of accuracy and efficiency.• Conduct regular reconciliations of bank accounts, credit cards, and intercompany transactions to identify and resolve discrepancies, reducing reconciliation time by 20%.• Assisted in the preparation of monthly financial statements and management reports, presenting findings to the management team to aid in strategic decision-making.• Conducted detailed financial analysis, including variance analysis and trend analysis, to identify areas for cost reduction and process improvement.

Shanghai, China

•Analyzed 5 different financial products by constructing linear regression model using R and improved the overall financial reconciliation process by 22%• Analyzed the risk of the personal loan using R to perform data manipulation over 1 million loan data and build outlier analysis to assist the manager to evaluate with the risk of personal loan and reduced the risk of the personal loans by 10.5%.• Led the learning sessions with the financial team to explore different risk assessment methods using historical data and build financial models to increase the accuracy of pricing on financial product by 1.8%.

• Corporate with different teams to conduct market research on different types of securities firms, such as securities, funds, futures, direct investment, industrial funds, and commodities and led the presentation of the market research to the executive teams.• Assisted with the company’s leadership to organize data and create weekly presentation and insightful summary to C-level executives by slicing data in 30+ dimensions.• Analyzed on the historical stock prices and using R to build the financial model to predict the stock trend and used confusion matrix to evaluate the model accuracy to achieve 65% model accuracy.

Master'S Degree, Economics, 4.0

Relevant Courses: Collect/Store/Retrieve Data; Math & Stats for economists; Macroeconomic Theory; Microeconomics Theory; Data Mining.

Bachelor'S Degree, Economics And Statistics

Relevant Courses: Data and decisions; Business technology Management; Money banking; International Finance; Experiment/Observational Data.