Xiaoya (Sindy) Luo Email & Phone Number

Pudong, Shanghai, China

• Create effective and usable interactive data analysis interfaces to visualize, explore and interrogate integrated data from diverse technologies to make data more accessible and understandable for business decision• Coordinate the production of data and ensure timely and accurate processing• Secure integrity of data being processed is maintained, and answering data-related questions• Research the trend and relationship between fund size and fund growth by effectively using Python pandas• Deliver the daily and weekly reports on time and perform other related duties as assigned

Shanghai, China

• Utilize pivoting to review bank statements and company accounts, and simplify the basic process by using VLOOKUP and data links• Lead a group of four to organize the information required for the annual audit report, including company chronological account, balance sheet, company voucher, etc.• Sort out documents and make working papers according to BDO standards to provide effective and high-quality services• Test equity schedules, including capital activity, management and performance fees, and profit and loss allocation.• Confirm the contents of the working paper, and write the annual report data according to the paper and trial balance

New York, New York, United States

• Responsible for New York and New Jersey companies’ state and Federal tax payments (monthly, quarterly, and yearly) including 940, 941, NYS-1, NYS-45, NJ-927, NJ-500, WR-30 Sales Tax) • Input the monthly checks for more than 100 companies into the 1099-Etc System• Generated reports based on the bank statements to prepare the yearly balance sheet and income statement• Responsible for New York and New Jersey companies’ state and Federal tax payments (monthly, quarterly, and yearly) including 940, 941, NYS-1, NYS-45, NJ-927, NJ-500, WR-30 Sales Tax) • Input the monthly checks for more than 100 companies into the 1099-Etc System• Generated reports based on the bank statements to prepare the yearly balance sheet and income statement

Shanghai, China

• Translate financial information from English to Chinese for clear communication with external parties • Generate reports which outlined the timeline of the investment history, return interest of the product • Assist in the process of developing a new investment program with partners - Brookfield Capital Partners V (organized the information, checked the data, and prepared the PowerPoint for release)

Master'S Degree, Business Analytics

Bachelor Of Business Administration - Bba, Accounting, 3.92/4.0

Bachelor Of Arts - Ba, Communication, General & Computer Science