Zhuo Wang
Harbin
Summary
Analytical and detail-oriented finance professional with hands-on experience in insurance sales, financial reporting, and risk assessment. Skilled in evaluating coverage needs and minimizing risk exposure through tailored solutions. Holds SCI Certificate in Commercial General Insurance and recognized academic excellence through Dean's List honors. Eager to contribute to underwriting and risk analysis in dynamic financial environments.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Accountant Intern
Heilongjiang Zhonggang Accounting FirmCo., Ltd
06.2024 - 10.2024
- Prepared and reviewed financial statements for SME clients, ensuring compliance and reducing reporting inaccuracies.
- Supported tax compliance processes by enhancing submission accuracy and timeliness.
- Utilized accounting software to streamline audit workflows and improve operational efficiency.
Sales Representative
People's Insurance Company of China
08.2023 - 03.2024
- Achieved sales targets by tailoring insurance solutions to client needs and promoting risk mitigation strategies.
- Strengthened client retention through trust-building and personalized service.
- Advised clients on insurance products, aligning coverage options with their risk exposure.
Asset management Intern
Daton Securities
06.2023 - 07.2023
- Collected and analyzed financial data to improve investment reporting accuracy.
- Prepared client presentations to communicate insights on investment strategies effectively.
- Gained familiarity with regulatory compliance standards and industry practices.
Education
Master - Master Of Accounting (Reporting And Management Accountability)
University of Malaya
11-2026
Bachelor - Bachelor of Business Administration in Finance
University of Iowa
05-2023
Skills
- Financial analysis and data interpretation
- Microsoft Excel and Office Suite (financial reporting and analysis)
- Client communication and presentation
- Adaptability and fast learning in dynamic regulatory environments
- Risk assessment
- Insurance underwriting
- Regulatory compliance knowledge
- Data visualization tools
- Financial modeling
Certification
SCI Commercial General Insurance
Languages
- Mandarin
- English
Timeline
Accountant Intern
Heilongjiang Zhonggang Accounting FirmCo., Ltd
06.2024 - 10.2024
Sales Representative
People's Insurance Company of China
08.2023 - 03.2024
Asset management Intern
Daton Securities
06.2023 - 07.2023
Master - Master Of Accounting (Reporting And Management Accountability)
University of Malaya
Bachelor - Bachelor of Business Administration in Finance
University of Iowa