• Assisting with Federal and State income tax return preparation for individuals, businesses, trusts, and estates• Gathering gross receipts, classifying income and expenses, and preparing and checking tax returns drafts

• Researching information for breast cancer technologies and programs• Conducted due diligence for AVON Fund to select investment target breast cancer projects with strategic importance and high commercialization potential• Analyzed cancer drug market by gathering background for current drugs and patents to conduct drug analysis, and mapping information between authority website and existing documents

Passed FRM Part I

• Visited real estate clients, communicated about company fundamental information, and collected and checked their business operation certificates to process eligibility assessment of loan applicants• Assisted with applicants’ credit assessment by analyzing financial statements, calculating financial ratios, and testing recent profit and loss, with the risk-control intention. Prepare credit proposal to management suggesting loan disbursement plans to facilitate their loan decisions.•… Show more • Visited real estate clients, communicated about company fundamental information, and collected and checked their business operation certificates to process eligibility assessment of loan applicants• Assisted with applicants’ credit assessment by analyzing financial statements, calculating financial ratios, and testing recent profit and loss, with the risk-control intention. Prepare credit proposal to management suggesting loan disbursement plans to facilitate their loan decisions.• Aided with the follow-up business of three loan projects, checked latest financial statements quarterly, assessed real-time operating status of borrowers Show less

• Managed foreign employees’ salaries, expenses, reimbursements, vacations, accommodations and other affairs• Cooperated with Finance Department to check employees’ work expenses• Collected and classified data in accordance with company’s regulations to support financial reports preperation

• Received extensive training including knowledge of securities investment analysis and customer service • Researched potential market and business chance, and designed business development strategy and sales pitch. • Visited potential customers, and introduced the company to develop customer base and partnerships