Yixuan Z.

Experience

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  Yitian Gardening Field, Xinjie Town, Xiaoshan

  Jun 2018 - Jul 2018

  Finance Intern

  • Prepare various deliverables to support the financial reporting needs, including analytic commentary and the preparation of supplementary financial analysis for management and other stakeholders. • Assist in the preparation of statutory financial statements.

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  CITIC Securities Company Limited

  Aug 2018 - Sept 2018

  Marketing Intern

  • Assist in contributing to RMB100 000 in security and financial product sales, and open-end funds. • Assist in maintaining customer retention and loyalty through professional and comprehensive service, primarily to make them believe we can help them better manage their assets.

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  Sodexo at Canobie Lake Park

  Jun 2019 - Aug 2019

  Marketing Intern

  • Assisted with the promotion of gift sales, achieving revenue of USD24000. • Gained experience in-store operations, brand and customer management through active participation in daily tasks, as well as retained customers and brought in 15 new customers, which added a substantial amount to the company’s revenue.

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  Zhejiang University

  Dec 2020 - Apr 2021

  Finance Intern

  • Responsible for monthly general ledger reporting, balance sheet reconciliations, and Capital Expenditure monitoring and analysis – discovered a discrepancy of RMB200 000 during the reconciliation process. • Reviewing the corporation tax computations for accuracy and completeness.

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  HSBC

  Feb 2023 - now

  • Awarded the prestigious Fin Excellence Award for exceptional performance during PI Planning. Actively helped to organize the success of four PI Planning sessions this year, slashing planning time by 50% and propelling productivity. Excelled in facilitating and organizing these pivotal sessions, meticulously recording discussions, and capturing vital minutes. Championed quality assurance for RAIDs (Risks, Assumptions, Issues, and Dependencies), showcasing my robust planning and organizational prowess.• Instrumental in significantly improving working efficiency by aligning with Agile principles. Actively facilitated and participated in Stand-up, Scrum of Scrums, and Working Group meetings. Meticulously recorded detailed minutes, managed risks and issues using Clarity, and diligently tracked over 200 actions to align the bank's strategy to "move faster and break less." Show less • Recognized for proactively organizing an Agile Maturity session for over 200 team members, meticulously crafting, and analysing an Agile survey to elevate the team’s collective maturity. Additionally, spearheaded structured training sessions with seasoned Agile Leads, aiming for a remarkable 30% increase in Agile maturity. These initiatives significantly honed my presentation skills and solidified my understanding of Agile principles.• Earned recognition from leaders for successfully leading the Foundations IT Confluence Design project as the Project Manager (PM). Created essential documents like Terms of Reference and Plan on A Page. Ensured Quality Assurance (QA) for RAIDs, diligently tracked actions, facilitated stand-up meetings, and prepared weekly status reports. Effective communication with stakeholders ensured the project's successful launch over an 8-month period, bolstering my team’s reputation. These efforts honed my PM and Confluence development skills.• Recognized by high-level leaders for reducing the number of low-quality risks and issues by 25%. Managed over 100 risks and issues weekly for nearly 20 projects using Clarity and Spotlight (HSBC PM tools), ensuring all were promptly addressed and maintaining high standards. This experience honed my risk and issues management skills, establishing a solid foundation for becoming a qualified project manager. Show less • Demonstrated excellence in creating process flows for 10 different platforms using Visio, HSBC’s diagram designing tool. My skill in understanding and applying large, complex processes in practice has significantly enhanced my abilities in leader communication, information summarization, and diagram drawing. • Demonstrated expertise in crafting over 50 User Stories for Helios, HSBC’s finance platform. These stories played a crucial role in risk analysis, showcasing my ability to produce high-quality user stories. Additionally, this experience honed my skills in information summarization and communication, reinforcing my effectiveness as a team player. • Orchestrated a successful Change Framework session for the team, significantly enhancing their understanding and enabling practical application. This initiative honed my information summarization and presentation skills, solidifying my role as an effective communicator and collaborator. Show less

  • Programme Management Officer

    Jan 2024 - now

  • Technology Graduate Delivery Lead Support

    Jun 2023 - Jul 2024

  • Technology Graduate Business Analyst

    Feb 2023 - Jun 2023

  • Technology Graduate

    Feb 2023 - Mar 2023