Zichen He Email & Phone Number

Boston, Massachusetts, United States

Manhattan, New York, United States

• Led the Third-Party Risk Analysis and Consolidation Project, migrating vendor data from a legacy platform to a newly implemented database system, significantly improving operational efficiency through automation and data integration• Applied advanced data analysis techniques to integrate and normalize over 1,200 third-party vendor records, using Excel and SQL to identify consolidation opportunities, leading to reduced data redundancy and streamlined vendor management• Collaborated with over 30 department managers to analyze vendor contracts through detailed data-driven assessments, resulting in optimized vendor agreements, cost savings, and reduced third-party risk exposure for the bank• Identified inactive vendor subscriptions that were still incurring costs by automating vendor data reviews and enhancing subscription data accuracy, helping to eliminate unnecessary expenses and improve the accuracy of vendor databases

Beijing, China

• Performed timely credit analysis to assign internal ratings for counterparties in Diversified Industries, ensuring accurate evaluation of their creditworthiness• Authored five comprehensive credit review reports, including financial spreading and in-depth analysis of clients' 10-K/10-Q filings, which helped determine the minimum reserve requirements needed to mitigate insolvency risks• Executed credit underwriting for borrowers by conducting industry research, reviewing transaction memos and credit agreements, and constructing EBITDA bridges and capital structures in Excel to assess repayment capacity and leading to a 10% reduction in overall credit default risk• Performed stress testing and scenario analysis on over 10 portfolios, applying shocks such as price volatility and interest rate fluctuations, and estimating positions' PnL under both hypothetical and historical conditions

Quincy, Massachusetts, United States

• Managed the financial reporting process for $2M revenue, including month-end reporting and monthly forecasts using Excel (Pivot Tables and VLOOKUP). Improved efficiency by automating workflows through VBA• Worked closely with marketing and sales teams to collect assumptions and estimates for forecasting. Performed variance analysis to identify key drivers behind discrepancies, helping leadership shape long-term strategies• Built Power BI dashboards to monitor business performance, tracking KPIs like revenue, deals issued, and client count. Analyzed significant variances from targets to uncover potential risks and opportunities

Beijing, China

• Provided administrative support to the Vice President of the Sports Marketing Division, conducted market research, scheduled meetings and appointments, prepared presentations and reports, served as a point of contact for stakeholders, and maintained department files and databases. • Collaborated to plan and execute events for English Premier League Asia games, including coordinating with vendors and sponsors, implementing marketing strategies, and analyzing performance data for future planning.

Chaoyang District, Beijing, China

• Represented my school and served as a flag bearer and scoop stretcher for the Chinese Super League• Volunteered in organizing pre/post-match events, including player meet and greets, press conferences and departures

Beijing, China

• Acted as a dedicated summer soccer coach for Beijing 61 Kindergarten, Led and coordinated weekly practices and matches, demonstrating a commitment to helping young children develop their skills and passion for sports

Bachelor'S Degree, Mathematics/Business Administration, Finance

Activities and Societies: Award and Activities: Member of NUCSSA Football Club, Boston Intramural Champion League Lower Bracket Champion.

A-Level, Economics, Computer Science, Physics, Mathematic

Activities and Societies: Vice Chairman of Soccer Club, Captain of Soccer Team, Golden Boot Award Consecutive WinnerHigh School Diploma

Summer Academy, Business & Management Program, 3.8