Yichen Wu Email & Phone Number

Beijing, China

• Data Analysis: Utilized Excel and Power BI to analyze, visualize, and present financial expenditure details for three companies across reporting periods, generating dashboards and reports to support management.
• Journal Entry Management: Organized and processed year-long journal entries and adjusted entries for a small business. Used Excel Macros to automate data entry and summarization tasks, ensuring efficient and accurate.
• Account Reconciliation: Supported in reconciling and organizing 100+ chronological accounts, leveraging Excel to streamline classification according to GAAP and standard practices, improving efficiency and accuracy in.

Henan, China

• Strategic Planning: Assisted in the design and implementation of data-driven strategic recommendations for client businesses by leveraging automation tools, digital dashboards, and financial modelling software. Focused.
• Advanced Data Analysis: Utilized Excel, and Tableau to analyze large datasets, financial metrics, and market trends. Built interactive dashboards and automated reports to provide real-time insights, empowering clients.
• Digital Tool Development: Collaborated with teams to design and implement a custom Power Apps tool that automated routine work processes.