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Python, SQL, R, Hadoop, Excel

College Park, MD
September 26, 2019

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Shirley Wei

240-***-******** Greenbelt Station PKWY, Greenbelt 20770 ●


University of Maryland, Robert H. Smith School of Business College Park, MD Master of Science, Major: Information Systems December 2019

• Coursework: Database Management, Data Mining, Big Data, Project Management, Financial Information Systems Shanghai University, School of Foreign Language Shanghai, China Bachelor of Arts, Major: English July 2018

• Second Prize Scholarship


• Accounting & Finance: The Association of Chartered Certified Accountants (ACCA) – 12/13 passed

• Languages & Tools: SQL, HTML, PHP, R, Python, Microsoft Office, SQL Server, MySQL, Power BI, Tableau, Arena WORK EXPERIENCE

AARP Washington, DC

Cash Management Intern June – August 2019

• Updated and reconciled cashflow forecast model using Excel advanced functions to support short-term liquidity, analyzed data gathered from cross section of business units to ensure accurate forecast, performed variance analysis, and automated weekly and monthly PowerPoint presentations of financial information using Excel VBA

• Managed daily cash positioning and short-term investment portfolio of $20 million; identified a rebalancing opportunity, recommended $1 million transfer to long-term into a demo for management’s review

• Conducted business process review with third party FIS Global on Treasury Workstation (TWS) upgrading project, drafted ad-hoc reports, debugged data mapping issues and conducted user acceptance test on new version

• Built and maintained project space on Confluence and JIRA to track project issues and updates

• Analyzed opportunity of using database and Tableau for membership cost model and drafted position report G&G Outfitters Lanham, MD

Finance Intern September 2018 – May 2019

• Contributed to key subsidiary’s NetSuite ERP implementation and integration with manufacturing system in a cross-functional team of 5 in accounting and IT

• Led data upload process to update 65,000 records with data preprocessing and data mapping

• Leveraged Oracle back-end database and Microsoft Access to recreate a user-friendly database with information stored in separate tables, documenting 10+ pages technical requirements and specific operating procedures for the database as a reference for all upcoming users

• Automated monthly profitability reports by Excel ODBC driver and SQL queries to save $7000 of buying a premium module in NetSuite and improve reporting efficiency

• Developed credit memo, sales orders, purchase orders and invoice with HTML in NetSuite BDO China Shanghai, China

Audit Intern March – April 2018

• Conducted an annual audit of a public-traded company and its 83 subsidiaries in a team of 13

• Issued confirmation letters to over 200 banks and companies, validated transactions through bank accounts records and reconciled records with journal entries to ensure that all transactions were recorded accurately

• Prepared audit working papers of Non-Current Asset, Inventory and Trade Payable for six subsidiaries

• Drafted a summary report to reconcile with group’s statements of financial position, calculating percentages of each asset and liability to confirm amount presented in final audit report The Linde Group Shanghai, China

SAP Fico Intern May – September 2017

• Calculated sales and other applicable taxes on paid invoices in SAP FICO module

• Verified accuracy of journal entry posting and mapped to general ledger account

• Reconciled and approved employee travel and entertaining (T&E) expense reimbursement

• Used SAP Accounts Payable and Receivable to record, store, and analyze accounting information PROJECT EXPERIENCE

University Alumni Contact Information Database

• Designed and built Smith MSIS Alumni Information Database to keep track of the Smith alumni, their job role, company worked in, skills and certification using SQL Server to draw alumni demographics

• Created a website to facilitate sorting, analyzing and visualizing the records using HTML and Power BI

• Documented the systemic components and installation procedures for ease of deployment

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