Skilled financial professional with strong expertise in Python and R Studio, backed by systematic university training. Proficient in data analysis, machine learning, and visualization, with a focus on delivering strategic insights. My coding ability in machine learning is well-suited for the future of finance, and my perseverance, built through sports, ensures I thrive under pressure while continuously refining my work.
Achieved top 5% in academic performance, demonstrating strong time management and organizational skills. A rapid learner with a keen ability to understand the underlying logic of complex concepts, allowing for efficient information retrieval. I possess a deep curiosity for new knowledge and excel at quickly mastering new subjects. Highly detail-oriented with excellent team communication and stress management abilities, I am proficient in resource allocation and project planning to achieve goals effectively.
Experienced professional with 7+ years of study and residency in English-speaking countries. Expertise in the social systems of the UK and the US, coupled with native-level fluency in English.
Overview
3
3
years of professional experience
Work History
Intern
Sun-Line logistic
Beijing, China
07.2017 - 12.2017
Managed mineral shipping operations between China and Mozambique/South Africa, ensuring regulatory compliance and operational efficiency in navigating complex import/export frameworks. Identified significant discrepancies in customs and insurance practices, leading a comprehensive review of local regulations at major ports. Developed and delivered customized regulatory guides and workshops for Chinese clients, enabling them to fully understand and adhere to local requirements. Additionally, performed a strategic SWOT analysis of insurance providers focused on China-Africa trade, offering tailored solutions that safeguarded client interests and mitigated risk. This role enhanced my ability to drive cross-border compliance, develop client-centric strategies, and deliver value in a challenging international trade environment.
Contributed to the design and execution of a Singapore offshore trust to support the Mozambique bonded warehouse project. Applied advanced financial modeling and sensitivity analysis techniques, utilizing tools such as Excel and R, to evaluate the financial risks posed by Mozambique’s economic and regulatory volatility. Overcame challenges in navigating complex local customs regulations by collaborating with legal teams to distill and translate these into clear compliance frameworks, ensuring seamless project execution. Developed and implemented an international tax strategy by analyzing the tax regimes of China, Mozambique, and Singapore, optimizing the project’s cross-border tax efficiency while adhering to China's foreign exchange regulations. This role sharpened my expertise in financial risk assessment, international tax structuring, regulatory compliance, and strategic cross-border project management.
Reflection:My experience in cross-border operations and offshore financial structures taught me the critical importance of understanding local regulations, proactive risk management, and tailored tax strategies. It highlighted the need for close collaboration between legal, financial, and operational teams to ensure compliance and optimize financial outcomes in complex international environments.
Consultant
Lianjia Real Estate Overseas Department
Beijing, China
06.2015 - 09.2015
Participated in the early development of the overseas division by designing its organizational structure and identifying key real estate markets. Through in-depth analysis of global real estate sectors, I modeled GDP trends to forecast future growth, which guided the company's strategic focus on the U.S. and Japan market. By analyzing historical property transaction data and the increasing number of Chinese students studying abroad, I identified high-net-worth individuals, particularly parents purchasing properties for their children's education, as our core clientele. This insight shaped targeted marketing strategies for high-demand U.S. Regions, such as San Francisco, Irvine, Manhattan, Brooklyn, and Michigan, maximizing returns and aligning with client preferences.
Led the organization of the San Francisco Bay Area real estate summit, addressing challenges from branch sales teams reluctant to promote U.S. properties due to concerns over domestic commission loss. Negotiated with senior management to establish a 50% commission share on referred clients, aligning branch incentives. Collaborated with regional managers to highlight the strategic benefits of offering overseas investment options, driving client retention and satisfaction. This initiative resulted in over $10 million in Bay Area property sales through branch referrals, along with two additional property sales I personally facilitated, demonstrating my ability to navigate internal resistance, align stakeholders, and implement effective solutions.
Reflection:My experience reinforced the critical role that local market conditions play in shaping consumer investment preferences, emphasizing the need for tailored, market-specific strategies. I also learned that successful transactions require balancing the interests of multiple stakeholders, ensuring alignment to create mutually beneficial outcomes. This has deepened my understanding of the importance of strategic flexibility and stakeholder collaboration in driving sustainable business growth.
Education
Master of Science - Banking And Finance(Higher Distinction Expected)
Monash University
Melbourne, VIC
05-2025
Bachelor of Science - Finance(Top 5%)
Queen's University Belfast
Belfast, Northern Ireland
06-2023
Bachelor of Arts -
University of Iowa
Iowa City, US
05-2018
Skills
Data Modeling
Python,R Studio
Office Software & VBA
Machine Learning Coding
Affiliations
Endurance Sports (Cycling & Running): Passionate about long-distance aerobic activities, with over 10,000 kilometers cycled and weekly training exceeding 300 kilometers. Completed the Wuhan International Marathon and the Beijing and Xiamen International Half Marathons. These experiences have honed my perseverance, self-discipline, and mental resilience, qualities that translate into strong focus and endurance in professional challenges.
Poker: Regularly invited to participate in U.S. poker tournaments as the only Chinese participant, showcasing advanced skills in data analysis, consumer psychology, and stress management. My sensitivity to numbers and ability to analyze patterns under pressure enhance my decision-making and problem-solving capabilities in high-stakes environments.
Languages
Chinese (Mandarin)
Native/ Bilingual
English
Full Professional
Accomplishments
Stanford Teenager MBA: Best Idea, Best Group, Best Vice-president(2011)
IELTS 7.5
Marathon Finisher
Timeline
Intern
Sun-Line logistic
07.2017 - 12.2017
Consultant
Lianjia Real Estate Overseas Department
06.2015 - 09.2015
Master of Science - Banking And Finance(Higher Distinction Expected)
Monash University
Bachelor of Science - Finance(Top 5%)
Queen's University Belfast
Bachelor of Arts -
University of Iowa
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