Minglong Lin

Business intelligence and data analytics professional with an M.S. in Finance and experience across financial services, tax, and financial technology. Hands-on experience using SQL and Excel to analyze financial and operational data, validate data quality, investigate discrepancies, support reporting and system testing, and translate findings into actionable recommendations. Detail-oriented communicator experienced in cross-functional, deadline-driven environments

Tax Associate - Lily Tax - San Diego, CA

(2025-02 - 2026-06)

• Analyzed clients' financial backgrounds, income sources, business activities, and filing situations to identify applicable deductions, credits, and potential tax-saving opportunities
• Prepared and filed 400+ individual and small-business tax returns, applying tax regulations to cases involving self-employment income, rental properties, foreign financial accounts, and property sales
• Reviewed and validated high-volume financial data and supporting documents, investigated discrepancies, and resolved data-quality issues to ensure accurate and compliant tax filings
• Managed client cases from initial document collection through final e-filing, tracked outstanding items and deadlines, and kept clients informed throughout the process

Business Analyst - State Street - Hangzhou, China

(2022-03 - 2023-03)

• Worked with business users, developers, QA, and operations teams to understand system and data requirements for three Australian pension fund projects
• Used SQL and Excel to review financial data, find and resolve data issues, and support system testing and user acceptance testing
• Wrote business requirements, user stories, and acceptance criteria in RTC and worked with the team in an Agile environment
• Coordinated testing, issue resolution, release planning, and production launches across multiple requirements, providing clear status updates and ensuring smooth implementation

Financial Product Manager/Project Manager - Hithink Flush Information Network Co Ltd - Hangzhou, China

(2021-01 - 2022-03)

• Coordinated a cross-functional team of 15 across product, development, business, and data functions to deliver a U.S. stock intelligence platform from concept to launch
• Managed project timelines, task tracking, resource coordination, and risk follow-up, supporting a 95% on-time delivery rate for key features in a fast-paced environment
• Created and maintained project documents, requirement summaries, release plans, meeting notes, and follow-up trackers to keep internal teams aligned and accountable
• Worked closely with internal stakeholders to clarify priorities, answer implementation questions, resolve process bottlenecks, and escalate high-impact issues to management
• Conducted user and competitor research, summarized findings into actionable recommendations, and supported company initiatives designed to improve product experience and business growth
• Supported hiring-related coordination by reviewing candidate qualifications, organizing evaluation input, and helping assess fit for project needs

Master of Science - Finance, Quantitative Track - Boston College, Carroll Graduate School Of Management (2020)

Bachelor of Science - Business Administration; Finance Concentration - University of Richmond, Robins School of Business (2019)