EDUCATION Case Western Reserve University Cleveland, OH
Weatherhead School of Management
Master of Accountancy, Completion May 2015
GPA: 3.75
Dongbei University of Finance and Economics Dalian, China
Bachelor of Accounting, Completion June 2013
International study experience: Hong Kong University
GPA: 3.7
EXPERIENCE Volunteer Income Tax Assistance Program, Cuyahoga county Cleveland, OH
Tax Preparer
01/2014-04/20
14 Filed Federal and State individual tax returns for CWRU
students, faculty, and external clients.
Return items including W-2, FICA, Mortgage interests,
Capital gain & loss, and amendments.
Full attendance during the 6 hours per day, one and a half
month filing period, dealing with 7 returns each filing
session.
07/2012-08/ Jiang Su Zheng Zhuo Public Accounting Firm
2012 Tax Intern
Wuxi, China
Specialized in value-added tax, one kind of sales tax between business and
business in China
Filed nearly 500 returns over two months.
Consolidated financial statements quarterly, like 10Q.
02/ 2011 Zurich Insurance Group Hong Kong
Intern, Asset Management Department
Focused on analysis of market conditions and trends of asset planning in
Asian regions, conducted thorough research in asset management industry.
Closely tracked business and market trends, collected information through
multi-channels, organized and analyzed collected data to compose
comprehensive business strategic proposals, offered support to management's
decision-making of the enterprise.
Arranged presentation conferences, prepared business planning memorandum,
successfully gave speeches to management level personnel.
Independently developed business proposal, the content was well recognized
and approved by the CEO.
PROJECTS Financial Modelling
Comprehensive researched Johnson & Johnson and created pro-forma financial
statements.
Corporate Governance
Analyzed the failure of some big companies, such as Enron, Lehman Brothers,
WorldCom, and focused on their negligence of corporate governance.
ADDITIONAL Software Knowledge : CCH- Intelli Connect, ERP system,
Advanced Excel user.
Language skills: Mandarin (native speaker)
English ( Professional user)
Japanese (Conversational user)
Wrote English broadcast script for weekly program at
Dongbei University of Finance and Economics, and
facilitated the "School Host Competition"