New York City, NY

Position Desired

Jersey City, NJ; New York City, NY


Johns Hopkins Carey Business School Baltimore, MD
Master of Science in Finance July 2016-Aug 2017
• Finance: Corporate Finance, Advanced Financial Accounting, Fixed Income, Managing Financial Risk, Econometrics
• Math and Statistics: Large Scale Data Sourcing, Data Visualization, Statistical Inference, Regression, Supervised Learning

Hunan University Changsha, China
Bachelor of Economics, Concentration: International Economics and Trade Sep 2012-Jun 2016
• Outstanding Graduate Award (Top 3%)

University of California, Berkeley; Study Abroad Program Berkeley, CA
Relevant Courses: MATLAB Programming, Development Economics Aug 2015-Dec 2015

Skills: CFA Level II Candidate, Chinese (Mandarin), Bloomberg, Word, PowerPoint, Outlook, Tableau, SharePoint
Programming Languages: R, Excel VBA, Stata, SQL, Python
Special Training: Completed Training the Street Workshop: Corporate Valuation and Financial Modeling Certificate
Interests: Rock Climbing, Kayaking, Restaurants, National Parks, Symphony Orchestra

Burford Capital New York, NY
Accounting Project Coordinator, Finance & Tax Apr 2019-Jul 2019
• Data Mapping: Managed the accounting software upgrade progress for 130+ SPV, mapped 5,000+ trial balances and general ledges with the accurate investment projects, account, location, etc. and uploaded mapped data to Sage Intacct

T. Rowe Price Inc. Owings Mills, MD
Accounting Specialist, Stock Transaction Group Feb 2018-Feb 2019
• Capital Markets: Approved and processed 350+ stock option exercises for senior-level managers and 8k+ common stock transactions for all associates and worked directly with 15+ brokers in a demanding and confidential environment
• Automation and Streamlining: Optimized the review process for daily stock transactions and automated the reporting process of 10-Q filing data by building three different Excel VBA, which saved over half of the original processing time
• Problem Solving & Communication: Problem-solved 650+ inquiries involving Employee Stock Purchase Plan, Common Stock, Stock Option and Restricted Stock transactions for domestic and foreign employees in 10+ countries

PYT Funds, Inc. Washington, DC
Financial Analyst, Finance Communication Intern Jun 2017-March 2018
• Financial Modeling & Financial Reporting: Created an expense report by categorizing credit card transactions, built current and pro forma incom...

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