Manager Assistant

ZHANCHI CHEN

Phone: 703-***-**** • Email: *******@***.***

Education

Master of Science, Finance, Johns Hopkins University Carey Business School, Washington, DC Aug. 2014

Relevant Courses: Accounting and Financial Reporting, Wealth Management, Mergers and Acquisitions, Investments, Managing Financial Risk

GMAT: 710+5.5(AWA); Member of the Investment Banking Club

Exchange Program, Culture Seminar, University of California, San Diego Jan. 2011

Relevant Courses: Business Case Study Discussion, Business Writing, Entrepreneurship and Presentation Skills, Business English (Rank top 2%)

Bachelor of Engineering & Economics, Capital University of Economics and Business (CUEB), Beijing Jul. 2013

Majors: Industrial Engineering & Finance

Relevant Courses: Calculus, Financial Accounting, Cost Accounting, Logistics, Financial Engineering, Financial Regulation, Corporate Finance

GPA: 3.6/4.0; People’s Scholarship (Dean’s list) for three consecutive years (Top 5%)

Professional Experience

Dec. 2014 – Present

First Year Tax Professional, H&R Block, Maryland, US

Schedule appointments for clients who call the office or walk through H&R Block’s doors

Conduct tax interviews with clients, prepare tax returns, and offer tax-plus products and services

Nov. 2014 – Present

Research Intern, Access Funding, Inc., Maryland, US

Perform court research and customer research using court database and Thomson Reuters to input, update, and maintain client database

Analyze annuity cash flows in court cases to identify qualified clients and create excel file to record structured settlement information

Created 50+ client database accounts in one day (highest number among all interns)

Train new interns and collaborate with them as they move into next stage of the projects

Sep. 2014 – Nov. 2014

Tax Intern, Law Offices of Robert Beatson, II, Maryland, US

Assisted in preparing federal and state income tax returns, gathered gross receipts, and classified income and expenses

Sep. 2014 – Nov. 2014

Associate Trainee, Transamerica Financial Advisors, Inc., Maryland, US

Built financial models to calculate, modify, compare, and analyze data of S&P 500 companies, S&P 500 Index, Nasdaq 100 Index, and Dow 30

Index to keep customers up-to-date on market trends and assist customers in maximizing investment performance

Aug. 2014 – Nov. 2014

Associate Assistant, Telemet America, Inc., Virginia, US

Searched and collected US economic indicator data, updated Orion database, gathered and calculated financial statement data of 15 non-US

companies, and categorized 97 recent IPO companies to help domestic customers make informed decisions on investments

Composed instructions on the definitions of 150 economic indicators and the search guidance of these indicators to speed up t he research process

for internal staff and created an excel calendar to note the release schedule of these economic indicators and timely update the database

Wrote company descriptions for 21 new IPO companies, including Alibaba, to briefly introduce these companies to clients

Feb. 2014 – Jul. 2014

Strategic Manager, Alliance Worldwide, Virginia, US

Developed new business opportunities for Staples Inc. by building relationships with local SMEs, presented office supply benefits, and offered

excellent after-sale customer services

Researched potential customers and created strategies with 6 team members to reach weekly sales goal of 8 accounts

Gained 8 new customers and acquired a net sale of $885 in a week

Mar. 2013 – May 2013

Intern, Tax Department, Deloitte Touche Tohmatsu CPA LLP, Beijing, China

Worked on a team of 18 members to perform an internal audit for a large wind turbine manufacturer by examining the original vouchers,

recording the problematic invoices, and researching the ambiguity in the tax law

Carried out field research to gather information on the client’s business process, tax implications, and to check accounting records to ensure

accuracy in their reporting

Created forms and documents, including the Taxation Self-Check Guide, renewed client data for 40+ corporations, and completed tax

information forms for 30+ companies

Jul. 2012 – Sep. 2012

Pension Management Intern, Bank of China, Beijing, China

Composed work plans, edited a brochure to promote enterprise annuity products, and reconciled daily cash movements to system

Jan. 2012 – Mar. 2012

Textile Industry Research Assistant, Founder Securities, Beijing, China

Co-established the Chinese textile industry database and reported recent developments in e -commerce regarding the textile industry

Leadership & Volunteer Experience

Oct. 2009 – Jun. 2013

Volunteer, Youth League Volunteer Group, CUEB

Sep. 2011 – Jun. 2012

President, Business Management Society, CUEB

Skills

Computer: Advanced Word, Excel, PowerPoint, Access, MATLAB, Bloomberg Terminal

Languages: Chinese (native), English (fluent)

Interests: Piano (Amateur Level-7), Professional Singing, Latin Dance, Yoga, Bowling

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