Ruize Sun

Experience

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  China Merchants Bank

  Dec 2015 - Jan 2016

  Retail Management Intern

  • Analyzed features and strengths of financial products such as QDII and mutual funds • Assisted financial manager in recommending financial products to clients • Communicated with more than 20 clients to provide customer service every day

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  Citi

  Sept 2017 - Oct 2017

  Intern

  • Built an understanding of finance, including automatic investment plan, structured investment and structured note.• Analyzed interest rates of US dollars and 20 different financial products of 8 banks in Nanjing.• Led a team and conducted a case study to design investment portfolios for clients.

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  Adidas

  Oct 2017 - May 2018

  Financial Planning & Analysis Intern

  • Execute Standard Margin, Net Margin, Operating Overhead and Brand (Category) analysis.• Prepare updated management information packs and presentations on a regular basis.• Assist manager in monthly and ad-hoc financial forecasting reporting/process for decision making.

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  Internal Revenue Service

  Mar 2019 - Apr 2019

  VITA Program Tax Preparer

  • Provide tax help and advice for low-to-moderate income families who need assistance in preparing their tax returns. • Gain experience communicating with clients on a professional basis. • Complete electronic forms for federal and state tax returns with the help of tax software.

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  Chen and Fan Accountancy Corporation

  Sept 2019 - Oct 2020

  Staff Auditor

  • Plan, coordinate, and participate in the audit of financial statements based on US GAAP/GAAS and/or IFRS/IAS, and due diligence procedures for local and international corporations.• Prepare federal and state individual, partnership, corporate and trust tax returns and prepare payroll, sales, property, and other tax returns.

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  MaloneBailey, LLP

  Feb 2021 - May 2022

  Experienced Associate
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  苏美达股份有限公司

  May 2022 - now

  Senior Internal Auditor