Yan Ma Email & Phone Number

Washington D.C. Metro Area

• Process Country Reports and Country Cash Requests monthly, reclassify country expenses as needed.
• Tie out Country Cash balance in Ashoka GL with monthly bank statements, identify overspending in funding sources, and work with country office to reclassify.
• Tracking of stipends: accrual of stipend liability when stipend approval has been signed; payment of stipends for which the cash is held in DC.
• Create Sales Orders and Invoices for new pledges, ensure cash receipts are properly recorded as pledge payments (through invoices) or new revenues (if not associated with a pledge)

Washington D.C. Metro Area

• Support a team of pre and post award administrators in all facets of sponsored research administration to its assigned units.
• Assist with review of sponsored projects to determine funding availability for approval of grant-related expenditures and with completion of required close-out documentation for closed awards.
• Track completion of departmental cost transfers and facilitates resubmissions as required.

Washington D.C. Metro Area

• Update monthly operational surplus or deficit walk in excel, prepare a presentation draft used on president meeting for budget manager and CFO.
• Perform process improvement to modernize policy and procedural documentation for theglobal office.
• Assist with updating monthly cash flow forecasting from September, 2013 to January, 2014 and with transitioning to the new financial management system.

Beijing City, China

• Assisted in setting up branch office in Peking, which is the 3rd branch office in China.
• Reorganized and classified financial innovation products called "Rainbow Series".
• Created marketing materials to help educate clients and communicated with clients, as well as other third parties regarding client matters and questions.

Beijing City, China

• Made a count on sales figures and assisted in drawing up incentive system for salesmen.
• Arranged promotional information of insurance products sold in banks regularly.
• Learned how to formulate incentive models using excel.

Beijing City, China

• Learned SME banking model used for tracking and managing loan sales more precisely.
• Updated deposit and loan pipelines weekly, clarified problems concerning credit policy, operation and law.
• Assisted with sales analysis and calculated the 4th quarter incentives of RMs.

Yinchuan, Ningxia, China

• Provided support to the manager with revising the cash flow from operating activities to track loans.
• Assisted in organizing credit management conferences.
• Carried out spot checks to large loans of ￥5 million and delivered a presentation about the results.

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

Bachelor Of Science (Bs), Finance, General