Zhen Xu Email & Phone Number

中国 江苏 无锡

Assess projects based on financial strength, performance capability, market analysis, and other aspects.Help companies to go abroad with more refinancing resourses and to control both internal risks and external risks.Ensure the project has its legal and regulatory feasibility through reviewing the licenses, certificates, or other official approvals. Analyze company’s capital market performance via external resources, such as Moody’s analytics, in order to make sure the company’s… Show more Assess projects based on financial strength, performance capability, market analysis, and other aspects.Help companies to go abroad with more refinancing resourses and to control both internal risks and external risks.Ensure the project has its legal and regulatory feasibility through reviewing the licenses, certificates, or other official approvals. Analyze company’s capital market performance via external resources, such as Moody’s analytics, in order to make sure the company’s EDF and its share price are in a reasonable position. Show less

Shanghai City, China

Ensure engagements are conducted in accordance with the firm's methodologies, professional standards and regulatory requirementsPerform audit procedures and work within teams on engagements, and identify issues and report to the supervisorDemonstrate professionalism and competencies in all interactions with the clientsParticipated in the due diligence engagements to help clients investigate the targets’ current practices of process and future material matters

Shanghai City, China

Received E&Y technical training specialized in the company’s auditing methodology and process as well as communication skillsParticipated in the loan check of Bank of China in Hubei and realized the specific information of each loan based on contact with each loan officer Involved in the biannual audit for Guotai Juanan Securities in preparation of its initial public offering Translated and reviewed 8 audit reports from Chinese to English in one week

Wuxi, Jiangsu, China

Opened nearly 50 letters of credit for local companies based on necessary transactions’ information, such as the committed delivery date and quantityMade records of letters of credit in internal banking systems of both Wuxi branch and head office in ShanghaiAttended weekly department meetings and helped the department manager to allocate responsibilities through emailParticipated in the preparation of Client Thank You party with involved 100 clients and took photos to promote the… Show more Opened nearly 50 letters of credit for local companies based on necessary transactions’ information, such as the committed delivery date and quantityMade records of letters of credit in internal banking systems of both Wuxi branch and head office in ShanghaiAttended weekly department meetings and helped the department manager to allocate responsibilities through emailParticipated in the preparation of Client Thank You party with involved 100 clients and took photos to promote the bank’s services and events through bulletin and social media internally and to the public Show less

Master Of Science (Msc), Finance And Financial Management Services

Activities and Societies: Class Representative of MSFS program

Bachelor Of Science, Business; Accounting, Finance

Activities and Societies: Asian Talent Club, Ascend IU Chapter, Peer tutor- Business Technology, Indiana University International Center.

Education record