李诗蕾 Email & Phone Number

中国 北京市

中国 北京市

1. 案头研究：查找行业相关信息，进行初步的Market research和Competitor analysis。参与了两家外资药企和一家美国飞机制造商项目，进行二手公开资料或数据的整理与分析，涉及的话题如还原企业内部架构图、探究医疗政策对药企的机遇与挑战、研究市场上不同功能的医药数字化平台、智能客舱用户调研等。2. 深度访谈和报告撰写：协助Project manager管理项目从落地到结束的闭环全流程（1）根据项目目标，制定约访标准和测试专家知识度。（2）撰写详细访谈提纲，根据访谈内容和报告最终的内容呈现，及时修改访谈问题。（3）根据访谈内容和案头研究，完成最终的中英文报告。3. 撰写内外部沟通邮件，完成会议纪要；支持组内其他行政事务；跨部门沟通合作。项目：1. 中国Z世代研究及智能客舱分析：研究中国Z世代及95后00后的价值观和行为特别，分析其对智能航空出行以及智能客舱的需求和痛点。案头研究，深度访谈，撰写报告全流程项目管理。 2. 带量采购政策对药企的影响：扫描近三年内国家出台的针对耗材，药品和医疗设备的医疗政策，尤其关注带量采购和两票制的影响，各家药企是如何应对的，产生的影响有哪些。政策扫描，竞争者分析，中英文报告撰写。3. 外资药企的数字化业务变革分析：数字化投入，人员组织架构调整，内部与外部得数字化项目与工具，数字化成果等

北京市, 中国

1. 财务科目匹配和系统功能优化：（1）参与某大型数字化应用系统建设项目，优化财务业务系统功能例如报账单、记账、预算和报表等功能的设计；（2）分析并绘制财务审批流程，并通过Oracle EBS配置该单位的分类账，值集和弹性域等，确保对应和流程的逻辑关系正确。2. 系统测试：使用不同的职能的账号登录财务系统，发现并记录出现的问题，上报给技术人员及时修复，并进行系统问题的复测。3. 用户培训：完成了客户财务系统测试和各个部门的用户培训。• Financial function optimization: participate in a large-scale digital application system construction project, optimize the design of financial business system functions such as billing, accounting, budgeting and reporting• Financial system testing: analyze approval process, and match through Oracle EBS to ensure that logical relationship between correspondence and process is correct; solve problems during testing and report to technicians for timely repair and retesting

Singapore

1. 逻辑验证测试：（1）参与以新加坡当地知名银行为客户的咨询项目，管理银行自有的客户拓展数据库，以获取其1000多个正在进行的商业拓展。（2）验证测试dashboard模型，及时将问题反馈给软件开发商，每天向团队负责人报告测试进展。2. 搜集与处理信息：（1）独立搜索2000多家分布于中国，香港和新加坡的企业的主要经营活动，并且根据BCG的企业分类，判断每家企业所属行业领域和细支行业分组。（2）使用万德和Bloomberg数据库搜索企业的股东构成等其他信息。（3）使用Excel中的 index, lookup 和 match功能提取和分析100组商业拓展的数据。· Researched on 500+ companies in China, Hong Kong and Singapore and categorized them based on sector, subsector, archetype and shareholding information for client’s screening within a week, utilizing Wind database and Bloomberg· Participated in a live case to manage a local banking client’s database for its 1000+ ongoing leads; conducted model validation test of dashboard used to track of leads, descriped exisited errors to vendor and reported testing process to senior dialy· Led an intern and collaborated with 2 other team members to extract and analyze 100 sets of data daily using index, lookup and match functions in Excel; integrated the findings into the final reports

Central Singapore

1. 撰写市场宣发材料：（1）根据数千条收单EXCEL 数据，分析卡户特征/偏好，通过英文邮件与电话等方式说服 60 家商户加入促销活动。（2）敲定促销宣传品的设计和修改，设计与制作 50 家商户促销推送，节省了 5000元测试手机银行app的市场费，协助app开发商详细总结了20条问题并给出解决办法。2. 撰写分析报告：阅读约60篇银行收单及市场推广的科研论文和新闻，总结新加坡 POS 机收单的趋势，规模和用户痛点以及政府推广的 SG 二维码的市场接受度。3. 积极提出优化方案被采纳，制作中国银行新加坡分行与商户合作流程图，定制化的流程图以便于餐饮和零售业商户清楚了解到中行收单优惠和合作细节，该方案成功说服50名商家在付款处提供中行支付二维码。• Initiated to visualize the partnership process between BOC and clients in flow charts, negotiated step by step on advantages of BOC campaign and POS machines, increased signing rate from 60% to 90% and acquired 60 clients as part of the GSS• Analyzed acquiring the volume of each client, inquired clients about sales and targeted customers, pitched advantages of mobile payment, persuaded 50 clients to add BOC QR code at the cashier• Analyzed P&L of each client by Excel macros, consolidated volume each month and reported to clients to emphasize how BOCbenefited their business, drafted and presented client acquisition report to senior managers• Communicated advertising strategy with clients, designed 10 promotion articles that were published in BOC WeChat Account, each article got 500 views, saved total $500 designing fees

China

1. 数据提取与财报核查：使用Excel中的Vlookup公式从所给数据中提取出审计底稿所需要的数据，更新工作底稿、审计备忘录以及已审财务报表的数据, 将上年底稿和报告中的期末数移动到本年期初。2. 函证管理：参与到有两百多家子公司的大集团的审计项目，生成一百多家国药控股子公司的约3000封的word函证。与全国约15家审计项目组沟通，顺利完成3000多封函证的催函、收函和统计回报工作，达成银行回函率100%。3. 发现手动函证效率低的问题，主动与IT部门合作，开发可以自动批量导入信息并生成函证的软件；访谈软件不同的使用者，收集整理意见反馈给IT部门，并进行相关测试以保证最终版软件的流畅运行，软件节省了50%的工作时间。 4. 带领其他两名实习生制作年度财务报告及附注模板，将企业财务数据导入报告，验证审计报告数据之间的逻辑关系。•Identified efficiency issues in creating confirmations, proactively contacted and collaborated with IT team to develop a software which can automatically generate confirmations in Word by uploading information in Excel to the software, collected errors in running software to optimize its accuracy in grasping information, the software saved 50% working hours•Partnered with 10 auditing teams in the south region to customize and keep track of 6000 confirmations of 200 subsidiaries•Led other two interns to process a hundred pieces of delivery and bank seal issues, consolidated three financial statements in Excel and to verified 70 accounts between each FS and its footnotes

China

Decided price, recorded costs and made month budgets Generated publicity of the service via social media, Wechat and successfully attained 500 subscriptionsIncluding me, there are four manicurists who were students at University. We provided nail salon service through person to person. Customers can skim nail pictures through our own account on WECHAT and, then make an appointment with any a manicurists by WECHAT. On the appointment date, manicurists will come to customer's room to provide nail service. It is really for customers because they don't need go out their hostel. Moreover, service price is much lower than that of nail store outside from campus. In the first operating month, we made a ¥1,000 revenue and 500 people subscripted our account on WECHAT.

Master'S Degree, Professional Accounting

Course: Term 1: Financial Accounting, Management Accounting, Statistics and Managment & Strategy Term 2: Corporation Reports & Financial.

Bachelor Of Business Administration (B.B.A.), Financial Management, 3.5/4

Activities and Societies: President of Student Union • Represented the student union to engage the school management, including event plan.