Sophia Min Chen

Experience

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  Citi

  Sept 2010 - Nov 2010

  Professional Trainee Program

  • Trained as a Personal Banker and learned the structure of various Citi financial products.• Introduced the basic market information to customers and maintained existing customer relationship.• Attended lectures focused on Risk Management, Operations, Products and Compliance to enhance personal understanding of business area.

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  NPV Capital Partners

  Mar 2011 - Jul 2011

  Financial Analyst

  • Read the 10-K and other files to analyze and evaluate the companies’ performance in three difference aspects, which are Environment strategy, Social responsibility and Corporate governance (ESG). • Wrote detailed annual analysis reports and recommended the rating of the companies’ performance.• Searched the overseas listed companies’ negative news, such as gambling, military transaction, pollution and lawsuits, wrote a brief summary for each case and updated those companies’ information in the ECPI database. Show less

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  Sirius XM Radio Inc.

  Jun 2012 - Aug 2012

  Finance Intern

  • Improved the cost tracking model to efficiently retrieve and classify data from the voucher list, to better captured capital expenses and operating expenses of the manufactory department and to effectively control the costs.• Updated the actual spending data after month-end accounting close and participated in the monthly financial forecast process.• Built AUC code and processed Purchase Request & Purchase Order in the SAP system, shortened the time for equipment purchase.

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  Qoros Auto 观致汽车

  Jul 2013 - Mar 2014

  Finance Consultant
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  Industrial and Commercial Bank of China

  May 2014 - Aug 2020

  Customer Relations Manager