Yixin Song
Takapuna,AUK
Summary
Pursuing a Master's degree in Business Analytics at the University of Auckland, with a strong academic foundation in finance and data analysis. Experienced in credit risk assessment, financial valuation, and operational support, gained through roles in diverse business environments. Skilled in leveraging financial and analytical data to ensure compliance and drive impactful results through effective cross-department collaboration. Proficient in MS Office, Python, and credit risk management, with excellent problem-solving and communication skills. Committed to applying analytical expertise and innovative solutions to create value in dynamic organizational settings.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Credit Assistant
Tradewind Finance
11.2023 - 08.2024
- Pre-checking and pre-qualification on new deals, including the business model, buyer portfolio, and fundamentals of prospective clients.
- Complete checking on prospective clients, including financial analysis, client background check, KYC, due diligence, etc.
- To support the credit risk manager in ensuring that an acceptable level of risk is maintained, and that repayments are made on a timely basis, such that losses are kept to a minimum and arrears are economically collected, all with a view to maximizing company working capital, revenue, and returns.
- Actively support and contribute to the global and regional projects.
Operations Assistant
Snowball
12.2022 - 05.2023
- Assist clients from financial institutions in daily advertising and cooperation projects, such as the implementation of the landing, case closure, and finishing. Support the recording of various types of advertising effect data, and complete data analysis reports.
- Participate in the completion of project activities such as "Board Prophet" and "Shareholders' Meeting."
- Independently complete the writing of reward-based interactive posts according to operational needs.
- Assist in communicating with customers for feedback, and remotely assist in completing the work of the department.
Accounting Intern
Colliers International
, Shanghai
09.2022 - 10.2022
- Wrote reports, authored papers and organized supporting documentation.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Processed invoices, payments, credit memos, and other accounting documents.
- Filed and archived financial statements and accounting files.
International Business Assistant
Bank of Communications, Shanghai Putuo Sub-Branch
, Shanghai
07.2020 - 08.2021
- Cooperated with the notification and organization of online banking business for offshore clients.
- Cooperated with and guided clients to correctly use the foreign exchange payment business through the customs single window.
- Participated in foreign exchange management and anti-money laundering work.
- Dealt with related business, and communicated with clients.
Education
Master of Business Analytics -
University of Auckland
Auckland, NZ11-2025
Bachelor of Economics - Finance
Shanghai Business School
Shanghai06-2023
Skills
- MS office
- Python
- Fluent in English and Mandarin (spoken and written)
- Financial statement analysis
- Credit analysis
- Proficient in verbal and written communication across diverse audiences
Certification
- University of Toronto - Specialized Program： Fundamentals of Quantitative Investing
Grade: 85/100
Accomplishments
- 2022 Shanghai College Students Computer Application Competition, municipal level second prize.
- 2022 National College Students E-Commerce “Innovation, Creation and Entrepreneurship” Challenge, school level second prize.
- 2022 National Innovation and Entrepreneurship Training Program for College Students, national level project.
- 2021 National College Students' "Internet Plus" Innovation Entrepreneurship Competition, Shanghai Business School - school level gold award.
- 2021 National College Students' "Internet Plus" Innovation Entrepreneurship Competition, Shanghai Business School – Faculty of Professional Finance and Accountancy - faculty level silver award.
- 2021 National Innovation and Entrepreneurship Training Program for College Students, Shanghai municipal level project.
- School Comprehensive Scholarships (four times), 2021-2022 1st and 2nd semesters, 2020-2021 2nd semester, 2019-2020 2nd semester.
Affiliations
Faculty of Professional Finance and Accountancy, Shanghai Business School
Member of the Comprehensive Management Department and Academic Department
- Approved departments’ invoices and activities.
- Clarified the details of departments’ personnel.
- Written five posts for official Weixin accounts.
- Hosted faculty’ activities like competitions.
- Demonstrated strong organization and summary abilities.
Choir of Shanghai Business School
Deputy Head
- Communicated with teachers about course content and time arrangement.
- Enhanced cooperation ability, memory and responsiveness.
L’Oréal 2022 Brandstorm
Team Leader of Inclusion Track
- Responsible for staff arrangement.
- Proposed competition theme.
- Completed PowerPoints.
- Edited videos.
Timeline
Credit Assistant
Tradewind Finance
11.2023 - 08.2024
Operations Assistant
Snowball
12.2022 - 05.2023
Accounting Intern
Colliers International
09.2022 - 10.2022
International Business Assistant
Bank of Communications, Shanghai Putuo Sub-Branch
07.2020 - 08.2021
Master of Business Analytics -
University of Auckland
Bachelor of Economics - Finance
Shanghai Business School
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