Weihao Chen
Evanston
Summary
Dynamic finance professional with experience at Shenwan Hongyuan Securities, adept in financial analysis and project management. Proven ability to leverage Python and Excel for data-driven insights, enhancing operational strategies. Recognized for delivering impactful reports and presentations that drive informed decision-making and support strategic growth initiatives.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Industry Research Intern
Shenwan Hongyuan Securities
09.2024 - Current
- Conducted in-depth industry research and analysis on sectors including PE, secondary markets, and securities, identifying key market trends and insights into corporate finance.
- Analyzed financial data from 2023 annual reports for China Railway Construction and China Railway Group, enhancing understanding of corporate structures, shareholder compositions, and revenue streams.
- Gathered and organized financial data using databases to support comprehensive research.
- Participated in the drafting and formatting of industry research reports, learning how to structure and edit reports for clarity and professional presentation.
Project Assistant
Jiangsu Jinma Oil Technology Development Co., Ltd.
Jiangsu
07.2023 - 03.2024
- Coordinated collection and organization of project documentation, including planning reports, market research, and operational guidelines.
- Utilized data analysis software to manage sales records and edited sales performance reports, including growth rates, customer satisfaction, and market share.
- Conducted market research on agricultural products, focusing on supply and demand, competitor analysis, and customer needs.
- Collected and analyzed employee performance data from various departments and compiled performance reports.
- Identified trends and potential issues from data, enhancing data processing and analysis skills.
- Designed operational health reports using key financial metrics like debt-to-equity ratio, current ratio, and gross profit margin, supporting long-term strategic planning and operational adjustments.
- Developed training materials and facilitated orientation for new branch, introducing market positioning, production processes, and quality standards of fatty acids and polyamide resin products.
Assistant of Financial Director
Jiangsu Chuangshilan Transmission Technology Co., Ltd.
Jiangsu
07.2022 - 03.2023
- Prepared financial presentations for shareholders, highlighting product performance and future development forecasts.
- Analyzed financial data related to key business segments, such as production costs, sales revenue, and R&D expenditures, preparing reports highlighting profitability and cost control.
- Utilized Excel to analyze sales trends, cost changes, and R&D investment returns, creating visual reports to present the company's financial performance.
- Contributed to monthly financial reports, compiling income statements, balance sheets, and cash flow statements.
- Assisted the accounting team in preparing tax filings and ensuring compliance with tax regulations.
- Recorded daily transactions and organized financial data, managing invoice entries, expense reimbursements, and bank reconciliations.
Education
M.D. - project managerment
Northwestern University
Evanston, IL12-2026
BS - Finance
Shanghai Lixin University
Shanghai 09-2025
Skills
- Industry research
- Market analysis
- Data interpretation
- Financial analysis
- Excel proficiency
- Python programming
- Project management
Languages
English
Professional
Chinese (Mandarin)
Professional
Certification
CFA level1 candidate
Timeline
Industry Research Intern
Shenwan Hongyuan Securities
09.2024 - Current
Project Assistant
Jiangsu Jinma Oil Technology Development Co., Ltd.
07.2023 - 03.2024
Assistant of Financial Director
Jiangsu Chuangshilan Transmission Technology Co., Ltd.
07.2022 - 03.2023
M.D. - project managerment
Northwestern University
BS - Finance
Shanghai Lixin University