Regina Ma

Experience

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  China Construction Bank (Headquarters)

  Jan 2004 - Jan 2012

  Accounting & Financial Reporting

  • Reconciled the bank’s accounting policy with the newly adopted China GAAP as they converged to IFRS• Documented and implemented new accounting standards and policies for bank-wide operations• Conducted account analysis on end closing and reconciliation to identify abnormalities and discrepancies• Created and implemented financial models using Excel to ensure accuracy and efficiency of financial reporting• Prepared and reviewed financial statements including review of footnotes in accordance with SEC and GAAP• Created monthly summary reports identifying changes in key accounts against prior year and budget• Planned and executed audit in accounting operations to assess the adequacy and effectiveness of internal controls• Organized training programs for branch accountants of one hundred and more on the latest accounting standards• Earned "Best Individual Performance for Supply Chain Financing at China Construction Bank" Show less

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  Connecticut Center for Entrepreneurship and Innovation

  Jun 2014 - Aug 2014

  Marketing Specialist Intern

  • Researched market conditions for a Micro-CHP product to determine sales potential and investment feasibility• Conducted and analyzed an online survey to understand consumer preferences and purchasing decisions• Performed cost-benefit analysis using time series forecasts of electricity and gas values as key parameters

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  University of Connecticut School of Business

  Sept 2014 - May 2015

  Investment Analyst of Student Managed Fund

  • Managed a $2 million fund portfolio which outperformed S&P 500 by 138 basis points• Researched industry trends and analyzed company financial statements to make well-informed recommendations• Utilized CAPM & DCF models to pick undervalued stocks and identify entry/exit points for equity positions• Built spreadsheet models to monitor P&L and Key Performance Indicators of the fund on a monthly basis• Earned "Outstanding Achievement and Contribution to the Student Managed Fund Program" Show less

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  Ballet Theatre Company

  Mar 2017 - Sept 2017

  Financial Analyst

  • Redesigned the chart of accounts in QuickBooks and manage them under GAAP accrual basis of accounting • Retrospectively adjusted related accounts for the past three years to compile comparative financial statements • Built several financial models within Excel to help perform earning analysis, expense analysis, etc.• Organized and analyzed ticket sales data to assist management with related strategical planning

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  MassMutual

  Sept 2017 - Jan 2018

  Marketing Specialist

  • Promote marketing assets and tools to support field sale agencies targeting at the Asian American market• Participat in local & national marketing programs and advertising campaigns to reach potential customers