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