PERSONAL PROFILE:
Sex: Male
EDUCATION:
2007-2012 Shanghai Jiao Tong University: Ph.D (Accounting)
2009-2010 University of Arizona: Visiting Scholar
2005-2008 Shanghai Jiao Tong University: M. A (Accounting)
2001-2005 Nanjing Audit Institution: B. A. (Accounting)
RESEARCH INTERESTS & SPECIALITY:
Accounting and financial issues of SMEs, financial inclusion, IT issues and accounting information system
NON-ACEDEMIC EXPERIENCE:
1. Apr, 2012 - Mar, 2015 Private Banking Dpt., Agricultural Bank of China (senior manager, full time)
· Financial products design
· Discretionary asset management consultant
· Market and investment research
2. Feb, 2012 Guotai FMC (intern)
· Stock valuation
3. Apr, 2011 BNY FMC (intern)
· Compliance affairs
· Assistance of information disclosure
· Communication with foreign shareholder
4.Dec, 2010 - Mar, 2011 CBRC Bank Information disclosure Taxonomy Extension Project
· General Purpose Taxonomy extension approach and suggestion (dissertation topic)
· Experiments of taxonomy extension in Banking
· Elements Abstraction from the off-site surveillance report of banks
5. July, 2010 Security Exchange Commission (US), invited meeting
· Research findings on the U.S capital market reaction to the adoption of interactive data (the reduction of cost of equity capital).
6. Feb, 2009 - May, 2009 Ministry of Finance, People’s Republic of China (intern)
· Assistant in arranging MOF, CSRC and other international organization meetings.
· Assistant in preparing reports in relation to the standardized information disclosure adoption for the minister of MOF.
· Assistant in preparing in application for the National Science & Technology Pillar Program for MOF.
· Assistant in preparing in the formulation of PRC standardized information disclosure taxonomy.
7. Aug, 2008 - Oct, 2008 Ministry of Finance, People’s Republic of China (intern)
· Assistant in the selection of the consulting experts for the China Accounting informationization Board.
· Assistant in the Standardization of the financial report for the listed companies in China based on the accounting standards.
· Assistant in formulating the financial report template in China based on the accounting standards.
8. 2007-2011 Lecture (Part-time) of undergraduates in Online School of Shanghai
· Teach the following courses in Jiao Tong University Continuing Education School (Courses: Financial Accounting, International Finance; Finance & Taxation etc. )
9. July, 2007 - June, 2008 SSE, ShuLunPan CPA LLP Joint Research
· Development demand analysis
· Standardization of listed company’s financial report
· standardized information disclosure financial reporting system of listed company
10. May, 2007 - Jun, 2007 Western Securities Company, Data Analysis
· Analyze on the general data for trend of the stock market on adaily basis.
· Analyze on the specific stocks on a daily basis and prepare reports.
11. Feb, 2005 - May, 2005 Jiangsu Tianye CPA Firm (intern)
· Participate in an auditing project for a larger state-owned enterprise: audit of transformation of State-Owned Enterprises.
· Participate in an auditing project for a larger state-owned enterprise: audit of leave one's post.
PUBLICATIONS & WORKING PAPER:
· The Difference of Listed Corporations’ Voluntary Disclosure among Industries, Securities Market Herald, 2011
· Empirical Study of the Factors Influencing Voluntary Disclosure, Research on Economics and management, 2011
· The Updated Information about the XBRL in the World, China Accounting Research, 2009
· Review of XBRL Taxonomy Extension, Science and Technology Management Research, 2011
· XBRL and the Cost of Equity Capital, Working paper.
RESEARCH EXPERIENCE:
· “Standard financial reporting proof development based on XBRL and its application demonstration” The national science and technology support program in the 11th Five-Year Period
· “Research on the XBRL-based financial reporting' performance and its improvement” supported by the National Natural Science Foundation of China
· “Experimental research on the audit of the net-based financial information in the capital market” supported by National Social Science Foundation of China