Collected and verified clients’ financial statements using Excel, performing ratio analysis, trend comparisons, and anomaly detection to identify potential red flags.
Conducted comprehensive financial analysis on corporate clients, focusing on liquidity, solvency, and cash flow trends to assess creditworthiness and risk exposure.
Frequently visited client sites to conduct due diligence, gather first-hand operational and financial insights, and assess business sustainability.
Marketing Planning Assistant
Fujian Zhengyu cross boarder e-commerce Co, Ltd
07.2022 - 09.2022
Analyzed market trends and consumer behavior for DIY Clothing using Excel and Google Analytics to target key customer segments with data-driven insights.
Used Hootsuite to manage Instagram and Facebook, driving engagement and boosting sales through DIY design contests and coupon promotions.
Marketing Planning Assistant
Foshan Gaoming Taiyu steel Co, Ltd
06.2021 - 09.2021
Conducted industry and competitor analysis with Excel and SPSS to identify target markets and potential customers.
Designed and executed marketing activities for stainless steel water pipes, including social media and offline promotions.
Applied SWOT analysis to propose strategy adjustments, increasing stainless steel water pipe sales.
Education
Honors Mathematics / Financial Analysis and Risk Management -
University of Waterloo
Waterloo, ON
05.2025
Skills
Programming Languages: Racket, Python, JavaScript, R, C
Data Analysis: Proficient in Excel, Google Analytics, Financial statement analysis
Summer Intern, Bond Investment and Risk Management at Shanghai Rural Commercial Bank, Financial MarketsSummer Intern, Bond Investment and Risk Management at Shanghai Rural Commercial Bank, Financial Markets