Xuan Chen Email and Phone Number

Assisted in electricity expense audit and in charge of reconciliation of electricity consumption, power supply contracts, receipts and bank reconciliation statements for 120 companies in renewable energy industry;Reconciled trial balance of subsidiary details, SRM income statements, balance sheets, credit reports, semiannual reports to ensure data integrality and accuracy;Delivered repayment schedule reports for 10 companies upon their new loan contracts in Excel;Achieved SA1 full time return offer for performance in intern

Analyzed data and details of fixed income investment products to compile customized roadshow presentations for investment advisors, resulting in a 10% increase in product purchases by customers;Presented investment lectures with advisors to over 30 clients;Developed and refined questionnaires to aid investors in selecting appropriate financial products, and improved outcomes for clients by using consumer behavior data and key investment drivers;Conducted thorough customer information and photo identification verification for over 20 customers per day, ensuring compliance with company policies and regulations.