Financial and data analysis

Qiuyan Xu

***** ******* **, *******, ** ***** ● 510-***-**** ● ***.**********@*****.***

EDUCATION:

Foothill College, Accounting 05-2016 – Present

Relevant courses: Business Law, Intermediate Financial Accounting I University of California, Berkeley, B.A., Economics 08-2014 – 05-2016

Relevant courses: Macro and Micro Analysis, Intermediate Financial Accounting (Haas), Federal Income Tax Accounting(Haas), International Trade, Probability and Statistic, Economic Statistics and Econometrics, Game Theory, Financial Economics, Health Economics and Public Policy, Urban Economics

Ohlone College, A.A., Economics 08-2011 – 05-2014

Relevant courses: Introduction to Financial and Managerial Accounting, Calculus with Analytic Geom EXPERIENCE:

Student Assistant-Tax Auditing 02-2016 – 05-2016

California State Board of Equalization, Oakland, CA

Working under the close supervision of Supervising Tax Auditor, an active Certified Public Accountant, learning policies, procedures, laws, and regulations of the Board of Equalization with hands-on experiences.

Learning benefits and responsibilities of being a State employee.

Shadowing and assisting with tax collecting, tax auditing, and tax administration work.

Visiting businesses door to door with Compliance Specialists in the State Compliance Outreach Program, observing online tax return filing process.

Assisting various special projects as needed.

Data entry for auditors and tax collectors.

Attend training sessions and meetings.

Perform basic research on tax law, audit procedures, industry background. Customer Services and Sales Representative/Insurance Producer Farmers Insurance Company, Fremont, CA 01-2014 – Present

Serve as an intermediary between a company and customers, answering consumer questions and helping resolve issues with a product or service

Provide products and services including auto and homeowner insurance, annuities, life and investment products, and specialized financial analysis

Advise clients on retirement planning, estate planning, and also provide assistance in setting up pension plans for businesses with minimization risk

Match insurance policies for clients with the companies that offer the best rates and coverage

Provide customer service to policyholders with coverage and billing issues, policy adjustments and endorsements

Evaluate and select the placement of business with appropriate markets

Maintain regular contact with clients

Business Assistant Internship

Tooltek Engineering Corporation, Fremont, CA 05-2013 – 11-2013

Monitor and report weekly project status and estimates and assist in general project management

Monitor cash flow, pay bills, assist with client billing and manage payroll

Manage daily operations; assist with sales and marketing

Assist with bookkeeping and prepare for meeting

Customer Service Representative

99 Ranch Market, Fremont, CA 02-2011 – 08-2012

LICENSES:

CDI Site - Property Broker-Agent and Casualty Broker-Agent Insurance License STRENGTHS/SKILLS

3+ years experience in customer service

Excellent organization and planning skills

Ability to adapt quickly changes and

multitask

Multilingual English and Chinese (Mandarin)

Great team player with excellent oral and

verbal communication skill

Financial and data analysis

Proficient with MS Office (Word, Excel,

Power Point, Access)

Contact this candidate