Manager Management

Summary

Highlights

Accomplishments

Experience

Education

YI ZHOU

118B APT Cedar Lane, Highland Park, NJ 08904 C: 732-***-**** *********@*****.*** Dynamic finance student with an academic background in accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines. Passion for investment analysis. Have internships in several banks in China. Familiar with coal market in China.

Excel, PowerPoint, Word Proficiency

Basic analysis skills

Self-motivated professional

CRM system

Research skills

Well-developed academic knowledge in

finance

Detail-cared

Created a new database management system for storing client information and categorizing files, resulting 20% improvement in retrieving data and documents when interned in the Industrial and Commercial Bank of China. Served as a vice president in the Yoga Club of Shandong Normal University, I successfully established long-term relationship with 2 sponsors, obtaining RMB 8,000

($1,285) for our 5th anniversary celebration.

Backoffice assistant Aug 2015 to Current

Efficienado Solutions LLC - New York City, NY

Managing CRM System, connecting with all levels in company and updating project progress, becoming a System matter expert in the company Set up purchase order and manage invoices from vendors Researching for products' price lists and connecting with Chinese business partners Working with expense sheet and employee's time sheet in payroll process Duty manager Feb 2014 to May 2014

Bank of China - Taian, Shandong

Executing international account transactions for clients as well as disbursement between private funds investors and banks totaling RMB 2 million daily Processing documents required by corporate finance and application for loans Summarizing customer's advices and providing more efficient customer services, resulting in 100 new saving accounts totaling RMB 20 million monthly Directing customers to appropriate service resources Private Banking Department Associate Jan 2012 to Mar 2012 The Industrial and Commercial Bank of China Co., Ltd - Taian, Shandong Controlling daily balance for private banking department by checking the records and reconciling cash counts

Researching and recording monthly interest income data required to list on the internal report

Prepared 2 services PowerPoint presentation used by senior management, resulting in the acquisition of a new client

Providing accurate product promotion information to customers and building up relationship with insurance agents

Master of Science, Financial Analysis 2015

Rutgers Business school - New Brunswick, NJ, U.S.A. GPA 3.636 of 4

Bachelor of Arts, Finance 2014

Shandong Normal University - Jinan, Shandong, China

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