• Participating in the project planning and management work of the strategic planning team, being responsible for the planning, driving, and tracking of key project performances, as well as the production of relevant reports, and complete the subject research and related work arranged by managers.• Involved projects:- Life insurance reform project: participated in the investigation and survey of the current situation of the strategy group, established the development direction and business objectives of the company and promoted the implementation of a number of key measures based on the "two-track parallel" mode;- Property insurance customer migration project: Jointly cooperate with property insurance to carry out customer migration, break through the online business model, achieve mutual benefit and win-win results to maximize the company value;- Ping An Life Insurance digital business platform project: set up a company-level data center, assisting in providing integrated and intelligent data services, accurately locating abnormal indicators, finding problems, intervening in time, and achieving the goal of "being a prophet, being a pioneer".

• Developing new macros to monitor and enhance the company’s operational performances.• Assisting in analysing financial news and information to produce forecasts of stock price movements of constituent stocks of Hang Seng Index under hypothetical economic conditions for use in making better future investment decesions.• Assembling spreadsheets and applying data visualisation process by producing corresponding dynamic charts used to illustrate technical reports on companies' stock prices in certain industry.• Evaluating data affecting investment decisions by using market-based valuation techniques, such as price earning ratio and EV/EBITDA ratio, to determine investmen risks and other economic influences.• Presenting oral and written reports on the impacts of general economic or industry trends on companies' operational performances, with plans of action for investments based on financial analysis provided.• Tool & Language used: Excel

• Built up the superannuation calculator, allowing clients to have a better view of their tax saving options and superannuation balance at retirement. • Applied platform comparisons during the platform transition phase by taking an insight into characteristics and features of different platforms and modelling transaction fees under different fee structures.• Developed a new financial product Debt Recyler to meet clients’ needs of financial palnning and tax savings. Built up the corresponding model by setting up amortisation tables, forecasting cash flows and evaluating total portfolio value to show clients their cash inflows, cash outflows and investment assets positions.• Provided an insight into Australian stock market, conducted a research on the history of Australian bear and bull markets based on All Ordinaries Index and visualised the findings by using different charts.• Tool & Language used: Excel, Power BI, Tableau, VBA

• Gathered, organized and monitored daily operational data by using Excel functions including VLOOKUP.• Assisted in preparing and verifying financial accounting reports as required by the People’s Bank of China and China Banking Regulatory Commission and setting up all the accounting report templates.• Implemented financial statement ananlysis including trend and ratio analysis, comparison with historial data, and highlighting any notable changes if necessary.• Tool & Language used: Excel, Power BI, VBA