Eva(Yifan) Shi

Experience

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  AARP

  Jan 2008 - Jun 2008

  Tax Consultant

  Filed Federal and State income tax returns as a service to low and middle income taxpayers, including elderly clients; Provided tax consulting for clients; Completed personal income tax law training required by IRS; learned about personal income tax system and declaration process in the USA.

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  KPMG

  Oct 2010 - Mar 2014

  Assistant Manager Audit

  Led teams to perform annual financial statements audit projects and other assurance services for banks, trusts, funds and securities companies; Conduct credit review on a joint-stock bank, including desktop review and field visiting; suggested new five-tier loans classification and negotiated results with client's headquarter;Audited revenues and expenses accounts for a HK Stock IPO Project; suggested several journal entries adjustments and internal control system improvements for client.*Won the Most Energetic Team Award Show less

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  Beijing Guozi Financial Leasing Co., Ltd.

  Mar 2014 - May 2017

  Associate Director of Business Development

  A state-owned financial leasing corporation set up in 2014. Participated in the start-up process;Led team to complete financial leasing project's development, due diligence and delivery, totally worth over 2.5 billion RMB (40%);Initiated the largest operating leasing project; Expanded into governmental platform market; allied strategic partnership with client and gained a great reputation and social impact for company;Summarized a general methodology to inspect fraudulent information.*Voted as Outstanding Employees in 2014 and 2015*Won the Creative Team Awards in 2015 Show less

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  Delphos International

  May 2018 - Apr 2019

  Financial Analyst Intern

  An independent financial advisory firm focused on project finance and capital raising for transactions in emerging markets. Assisted in capital raising projects in Africa and Latin America emerging markets. Including initial information gathering, produce project information memoranda, business and financial due diligences and financial modeling and valuation;Conducted economic, market and other related researches and drafted case studies and risk memoranda;Conducted infrastructure and renewable energy projects ST and LT funding sources research in Africa, Asia and Latin America regions and put together Funding Financing Options Roadmap;Monitored and updated project database. Show less

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  Trip.com Group

  Jul 2019 - Nov 2019

  Senior Manager Corporate Finance

  Financial Planning & Analysis: Provided timely key operating indicators and financial results analysis by business regions; Drove operating plan including target and KPI settings, identifying risks and opportunities and forecasting trends to assist GM to make strategic decisions; Assisted with quarterly executive reporting requirements. Annual Budget: Prepared BU’s annual budget of Year 2020; Optimized 5% headcount budget for all cost centers.Process Improvement: Proposed improvements on accounting method and compliance policy by reclassifying the business categories based on real nature and revised the contracts accordingly. Globalization: Lead the Globalization of Trip.com Gift Cards Initiative through cross-functional corporations with Payment and International Business Units; Produced initial proposal for executive team to evaluate the feasibility. Show less

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  The BCT Capital

  May 2021 - now

  Investment Manager