SUMMARY

• An experienced business relationship manager accomplished sales strategist and solution-oriented business, who can work well in a challenging, hard working, fast paced financial environment.

• Strong understanding of accounting and financial statement, financial anaysis

• Solid organization, interpersonal communication and problem solving skills.

• Accounting manager for a medium size manufacturing company.

• Formal commercial credit training, certified business advisor in New York State.

• Bilingual Chinese and fluent English, experienced work with high impact Chinese and international business clients between US and China.

EXPERIENCE

JP Morgan Chase Bank, New York City

Assistant Vice President, business relationship manager I(5/1/2011-8/1/2016)

Responsible for management a portfolio business premier clients with annual sales of $5MM - $20MM. Deepen the relationship with client and follow up with clients and provide solutions.

Follow the KYC with clients and annual review clients at site of business

Proven track record being a successful relationship manager and established an effective referral networking relationship with external centers of inference in the business community.

Extensive experience in lending, commercial mortgage, construction loan,and working capital.

Working with client, on complex products for international trading, foreign exchange and Letter of credit.

Allway Tools, Inc, Bronx, NY

Accounting Manager,2005-2011

Prepared pricing forecast, cost and profit margin analysis, oversee the budget tracking.

Oversee account receivable, account payable,credit,payroll,tax, responsible for cash flow, close books and prepare financial report

Participate in financial strategic planning, prepare budget and forecasts, review budgets vs actual to ensure accuracy

Use financial to know-how to improve profits and operations, reduce costs and develop strategies for the company

Managed key account production, coordination with Chinese suppliers and vendors based in US, work with major vendors including: Home Depot, Lowe’s and Wal-Mart direct imports.

EDUCATION

University of Wisconsin-Whitewater, WI, U.S.A.

Bachelor of business management with Finance Minor

University of Arnhem Business School, Arnhem, the Netherlands.

Bachelor of International Business Management Administration

LANGUAGE

Mandarin: Native

English: Proficient in spoken and written

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