Work experience

• Procurement Analyst

  CRRC MA

  2022.12-Current

  (3 years)
• Business Analyst

  Cal-Royal Products, Inc.

  2020.12-2022.12

  (2 years)

  Used SQL, Salesforce, and ERP software (Sage) to manage and analyze purchasing, sales, and inventory data. Applied data analysis to process, summarize, and reorganize sales and customer data. Assisted in analyzing sales and marketing effectiveness, identifying strategic and tactical opportunities, and participating in further discussion with the CEO about profitability and growth in the mid and long term. Supported field team and account team members in assigned account territory by providing strategic direction/input and following up on open items. Developed and maintained strong field and cross-functional relationships internally to help drive account success including maintaining contact with assigned customers to ensure customer satisfaction and issue resolution. Participated in regular one-on-one reviews with the District Manager to review forecasts and activity performance. Communicated and negotiated with international suppliers, and sales representatives (from China, Korea, Mid East, Europe, Canada, etc.) on procurement, supply chain, and cargo logistics.
• Equity Research Assistant

  Grandation Capital LLC

  2019.06-2019.09

  (4 months)

  Presented valuation recommendations by applying DCF models and Comparables/Multiples Valuation metrics such as P/E and EV/EBITDA. Conducted benchmarking and process analyses for over 100 listed companies throughout retail and TMT. Employed R to do data scrubbing, web scraping, and transforming structured and unstructured fields. Raised the diversities by 50 % of the company’s stock investment picking Actively identified trends and advised on corporate decisions for further action to optimize processes to senior financial analysts by applying Google analytics tools and Acorns application. Participated in over 50 earnings call meetings for target stocks and delivered takeaway for each stock Pitched creative alternatives and recommendations to reduce costs and improve corporate financial performance by calculating ROI and ROE. Planned and synthesized in development of all financial models
• Internship in Trade Proprietary

  China Securities Co., Ltd

  2018.04-2018.06

  (3 months)

  Conducted research in the food industry in the Proprietary Trading Department. Searched and collected sales data of companies with potential growth. Proposed and discussed forecasts numbers with the director Performed due diligence at the market sale by comparing collected offline sale data with data from the stock market on analysis software. Ready for investment in one stock within 20 stocks with a high valuation in the food industry at the end of the internship by adding technical and fundamental analysis to the financial model Compiled third-party economic forecasts and packaged them for internal use to assess month-over-month change. Enhanced the returns of portfolios by 20% and lowered the deviation degree of valuation models
• Intership in Finanical Department

  Bank of China

  2017.01-2017.03

  (3 months)

  Processed and budgeted accounting data into financial statements in the Financial Department Performed extensive financial analysis and evaluation. Prepared written reports summarizing accounting data, and conclusions for financial statements Collaborated with other areas of the CFO team regarding transformation and data analytics. Consolidated and analyzed portfolio financial data, including budgets and income forecasts, to inform cost control and bank accounting risk valuation

Educational experience

• University of La Verne

  Finance, General

  2018.09-2020.03

  (2 years)
• Charles Sturt University

  BBA, Business Analysis

  2013.09-2017.07

  (4 years)

Certificates