Experience

• 

  Kpmg

  Jul 2018 - Aug 2018

  Auditing intern

  Prepared data from clients using Excel to assist auditors and accountants build financial statements.Collaborated with various teams on 3 business cases on auditing, such as working papers building up, assessing financial statements, walkthroughs generating and confirmation vouching.

• 

  Fcc partners asia

  Jul 2020 - Aug 2020

  Assistant financial analyst

  Collected and cleaned data from S&P Capital IQ using Excel to support financial analyst build up their financial valuation model.Conduct industry research in the fields of electric car, OLED panels and e-commerce startups for merger and acquisition (M&A) or IPO process.Compiled analysis findings into a report sent to the team manager and created an introduction presentation for clients based on these finding.

• 

  New york university

  Sept 2021 - Aug 2022

  Research Assistant for professor M. Ishaq Nadiri.Utilize Python to run econometrics model to check the correlation of productivity growth with other variables.Conduct a literature review obtaining research materials on “Infrastructure” and “Productivity Growth” topics. Teaching Assistant for Topic: Post Crisis Failed States under professor Ty Turley.Facilitate class discussions on material, encouraging students to participate in group study sessionsHold office hours for students having difficulty comprehending class material and grade modeling exercises.

  • Graduate Research Assistant

    Sept 2021 - Aug 2022

  • Teaching Assistant

    Sept 2021 - Dec 2021
• 

  Ctbc bank

  Jun 2022 - now

  Examined economic and industry trends, conducted financial variance analysis, credit underwriting and risk recognition for over 50 active corporate clients and monitored credit quality of each portfolio. Cooperated with colleagues from different countries to develop over 20 new businesses and maintain 30 to 40 existing international client relationships, which covered clients from manufacturing, electronic components, engineering services, real estate, plastic and petrochemical industry.Engaged in complicated financing structures such as syndicated loan for M&A, LBO, aircraft financing, project financing; bilateral loan of asset-based lending, cross- border structure and mortgage loan.Communicated regularly with 40 global clients to understand needs, evaluate resources and risk profiles, and ensured client benefiting from our solutions. Served as an agent bank for syndication loan.Developed advanced excel models to generate stress testing reports for customer in commercial real estate and hotel industries in the bank semi-annually.Provide services for loan transactions and deposit account operation. Routinely manage KYC process for existing customer and new customer for account opening, monitoring the risk for the bank. Show less

  • Assistant Manager / Corporate Finance

    Jan 2025 - now

  • Senior Associate / Credit Analyst

    Jun 2022 - Dec 2024