Shihuang (Sissy) Sun Email & Phone Number

Los Angeles, California, United States

Shanghai, China

Dallas

• Update business requirements, user cases and QA testing for 2 financial system upgrade projects
• Review business processes and improve business solutions - streamlined 2 national reports
• Architect department performance metrics and evaluate KPIs for management to get business insights and to make informational financial and strategic decisions
• Platinum Award - successfully accomplished an 8-month IT project with IT and Business Support teams
• Gold Award - excellent leadership to promote workplace diversity and inclusive
• Platinum Award - navigated business issues and provided timely solutions to business partners

Richardson, TX

• Led a team of 12 Teaching Assistants to run Finance Trading Lab and Tutor Lab
• Managed 3 investment research, M&A data collection and financial index research projects for professors
• Tutored 50+students with academic questions and financial research tools, such as Capital IQ, Bloomberg and Thomson Reuters
• Organized financial trading competitions

Richardson

• Applied SQL to generate the monthly financial data and assisted in updating operational data in the both accounting system and internal management system
• Developed and implemented new payroll system for the Mexico City office with accounting team
• Assisted the Tax and Compliance Manager and the General Accounting team with monthly cost analysis and tax filings such as sales tax, other state and local tax filings, and other necessary document filings
• Performed monthly bank account reconciliations as well as maintained and reconciled fixed assets schedules
• Assisted in quarterly budgeting and in accounts payable tasks

Richardson

• Managed fund to achieve 14% annual return, outperforming benchmark index ACWI ETF.
• Analyzed and recommended investment opportunities in Technology and Financial sectors.
• Presented research reports to Investment Committee with company information and investment thesis.
• Optimized and adjusted the asset allocation of the portfolio by weighting more on international assets in booming economies.
• Collaborated with Investment Committee to screen new ideas and re-balance portfolio every month.

Wuhan/Shenzhen, China

• Established mentoring program to support 4 new interns in business operations and financial analysis.
• Generated pro forma financial statements for 3 years by integrating industry trends and company specifics.
• Strategic Consulting, including business plan & sales strategy development.

Wuhan, Hubei, China

• Expanded customer base by 8% and increased sales by 15% with 7 colleagues from HML team in 3 months.
• Streamlined and reduced application process from 5 to 3 business days.
• Assessed more than 10 customers’ financial credits per month to apply discrimination promotion.
• Maintained partnership with 3 local property developers and offered consulting services to 100+ clients.
• Provided onsite customer consulting service for 100+ clients.

Master Of Science (Ms), Information Technology And Management

Master Of Science (M.S.), Finance, General

Bachelor Of Commerce (B.Com.), International Business

Bachelor‘S, International Business And French