Developed strong organizational and communication skills in collaborative and fast-paced environment. Proven ability to manage multiple tasks, meet deadlines, and contribute to team objectives. Seeking to transition into new field, utilizing transferrable skills to drive success in diverse professional settings
Overview
1
1
year of professional experience
1
1
Certification
Work History
Internship
ChangCheng Securities Co.,Ltd
05.2023 - 07.2023
Compiled and analyzed financial data using WIND terminal and Excel to ensure accuracy and consistency for due diligence reports.
Conducted comprehensive cross-referencing of financial information from 20+ sources, identifying discrepancies by applying accounting principles.
Collaborated with regulatory compliance teams to assist in the preparation of accurate and timely regulatory reports, ensuring adherence to industry standards and regulations.
Generated drafts of financial sections for due diligence reports, utilizing proficiency in financial terminology to effectively communicate complex information within the team.
Assisted in key financial ratio calculations, providing valuable insights for decision-making processes.
Demonstrated strong attention to detail in identifying and resolving discrepancies in financial data, contributing to the overall accuracy and reliability of reports.
Actively participated in team meetings, offering insights and suggestions to enhance the efficiency of financial data compilation processes.
Accounting Internship
Shenzhen Boer New Material Technology
06.2022 - 09.2022
Reviewed financial files to verify completeness, accuracy, and adherence to established accounting standards.
Collaborated with the finance team to identify discrepancies and rectify errors in financial documentation, contributing to the overall accuracy of financial records.
Utilized accounting software and tools to create and update financial charts, providing visual representations of financial data for analysis and reporting.
Assisted in the preparation of financial reports, offering support in the consolidation and presentation of key financial information.
Education
Master of Science - Business Management
The Hong Kong Polytechnic University
05-2025
Bachelor of Arts - Economics And Psychology
University of Toronto
05-2024
Skills
Proficient in Microsoft Office
Word, Excel, Powerpoint, Outlook, OneNote, Access, OneDrive
WIND Financial Terminal
Skilled in Adobe Photoshop and Python
Certification
Hong Kong Insurance intermediaries qualifying certificate:
I (Principles & Practice of insurance),
II (General insurance),
III (Long term insurance),
IV (MPF),
V(Investment-linked Long Term insurance)
EXTRACURRICULAR ACTIVITIES
Life Science Connection President 2023/05/01-2024/05/01 Led the management of social media accounts, successfully promoting the association's activities and increasing popularity. Achieved a total of 1000+ followers, with an average of 60 followers gained after each post published. Designed engaging and informative posters using Adobe Photoshop, incorporating edited pictures and graphs to effectively market academic campaigns and events. Organized innovative learning programs, including the creation of an Online Self-study Room and a mentorship program, enhancing the overall learning experience for international students majoring in Life Science. Facilitated academic initiatives by arranging lectures, coffee chat sessions, and other activities, fostering an environment of knowledge exchange and networking within the Life Science community. Demonstrated financial acumen by effectively managing the association's financial account, ensuring transparent and responsible handling of funds for various events and initiatives.
Equity and Finance Development Intern at Kesar Securities, Ventura SecuritiesEquity and Finance Development Intern at Kesar Securities, Ventura Securities