Academy of Internet Finance (AIF), Zhejiang University
September 2015
to June 2018
Hangzhou
China
Collected and analyzed primary and secondary data for 4 AIF hallmark reports in banking, P2P lending and alternative finance, published from 2016 to 2018
Supported project to standardize a Digital Literacy Index to promote digital transformation in developing countries; formed basis for team’s final Policy Brief, published on G20 Insights in 2017
Analyzed 26 variables for 6 Global Systemically Important Banks (G-SIBs) from 10-year reports, supporting team’s further statistical analysis
Conducted phone interviews and questionnaires on alternative finance with 80 Chinese companies to create new primary database, shared with University of Cambridge, University of Sydney and Tsinghua University
Analyzed accounts receivables of a city construction group and 29 subsidiaries; finished 20% ahead of schedule
Managed 80% of confirmation process, including significant accounting balances and Bank Confirmation, for 600+ companies; improved control sheet every day, speeding up confirmation process by 10%
Created framework for 5 working papers with reference to annual reports, supporting team’s auditing procedures
Company Description
Received full-time return offer from PwC (Shanghai) in Jun 2017
Evaluated 10,000+ CRM records 50% ahead of time by using PivotTable, Excel functions and Excel VBA
Raised CRM database accuracy by 40% via adjusting transaction records and final stock of products based on sales sheets; identified and completed 2 gap analysis reports for 135 online products and 53 offline products
Interacted with 3,270 clients through phone interviews and emails to confirm information and update CRM database
Won 1st place out of 350 teams from 34 top Chinese universities in the 3-round contest, where teams are randomly paired together to develop business ideas within 24 hours; personally honored Most Promising Talent Award
Analyzed market dynamics and business model for Rundong Group and used DCF model and financial metrics to analyze M&A activities
Drafted professional slides and conducted 40-minute presentation and Q&A in English