Market Financial Analyst at PowerLong Inc. (2025-05 – 2026-01)
Baolong Group is a commercial real estate company. Under the "Baolong Mall" system, it invests in and operates business formats such as supermarkets and stores. I was responsible for store operations analysis and mid/back-office support for supermarket formats, focusing on data analysis and reporting to support operational decisions.
- Built operations dashboards and reporting system: Covered 21 stores nationwide and supported 10+ projects; served 7–8 departments (e.g., retail, catering). Established an "Daily Report – Weekly Summary – Operations Analysis" rhythm; standardized key conversion/efficiency metrics and improved reporting output efficiency by 50%+. Supported 5 monthly operating meetings and 20+ store review sessions.
- Store performance diagnostics & improvement: Conducted anomaly detection and root-cause analysis based on a "traffic → conversion → basket size → repeat purchase" funnel. Integrated on-site efficiency, activity strategy, and scheduling optimization; drove +10% sales uplift, +5% gross margin improvement, and -5% expense ratio reduction. Improved weekly average sales by ~20% (project period).
- Brand project model evaluation & replication: Participated in 7 brand projects for store-model estimation and replication. Partnered with leasing, operations, finance, brand owners, and other stakeholders to benchmark similar projects, calibrate profit models, and support investment decisions. Supported implementation of 7 projects; total planned investment ~RMB 25M. Contributed to risk evaluation and helped rule out 2 high-risk projects.
- New store / format transformation data support: Supported leasing and new store initiatives by providing data on customer segments, footfall/traffic patterns, rent & revenue-sharing terms, staffing, and opening-event metrics. Combined post-opening performance with reporting to recalibrate store models; shortened store analysis cycle from 1 week to 1 day. Supported 10+ project estimations and go/no-go decisions.
- AI + automation enablement: Structured an automated pipeline for store operations data (cleaning, anomaly detection, report generation, and templates). Standardized 3 reporting templates; delivered 20+ monthly store reports. Improved data cleaning and monthly reporting efficiency by 30%+.
General Ledger Accountant at Heng An Standard Insurance Ltd. (2024-01 – 2025-01)
- Multi-system financial asset data governance: Managed data cleansing, reconciliation, and exception tracking across multiple investment systems; covered 2,000+ asset records. Built data dictionaries, classification tags, and validation rules to improve consistency and provide a solid foundation for automated reporting and analysis.
- Automated reporting & reconciliation: Developed automation tools using VBA + Excel, and built visualization reports with Power BI. Automated voucher matching, variance detection, and report verification processes; enabled ~95% automated report verification and reduced manual workload time by ~30%.
