Claire Chen

Finance meets curiosity.

I'm a third-year accountancy student at CUHK who genuinely enjoys making sense of financial data — and finding the story it's trying to tell. Currently at iFAST, solving real problems for real clients every day.

A Quick Hello

I'm drawn to Disney's Financial Management team because it sits at the heart of how a world-class experience actually runs — and I want to be part of that engine.

What I'd bring to the table

I've spent the past year working across risk management, client service, and financial reporting — roles that taught me how to stay calm under pressure, dig into messy data, and explain findings in a way that actually helps people make decisions.

At iFAST, I handle 30+ client cases a day and rebuilt our team's Excel tracking system from scratch because the old one wasn't cutting it. At China Merchants Bank, I wrote weekly market digests for senior management and helped prepare investment reports for high-net-worth clients.

Whether it's building dashboards, running compliance checks, or improving a workflow nobody's questioned in years — I like the work that makes the bigger picture clearer.

📊 Comfortable with Data

Alteryx, Tableau, advanced Excel — I like tools that let me see patterns faster

🎯 Hands-On Experience

30+ client cases daily at iFAST, investment reports at CMB — not just theory

🌏 International Exposure

UBC summer program (A-), case studies on SHEIN, Hema, Barilla across markets

💡 I Fix What Bugs Me

Redesigned our tracking system at iFAST because I knew we could do better

Want the full picture?

Download My CV

The Journey So Far

Every role has taught me something different. Here's how I got here.

Risk Management Trainee

iFAST Hong Kong Holdings Limited

Nov 2025 – Present

  • Handle 30+ client cases daily on the eMPF platform — contribution tracking, trustee transfers, investment adjustments, all independently
  • Run root-cause investigations when transactions or data flows don't add up
  • Rebuilt the team's Excel case tracker to make progress easier to monitor and act on
  • Translate complex findings into plain language so clients know exactly what to do next

Summer Program Student

University of British Columbia, Vancouver

Jul – Aug 2025

  • Studied Business Analysis & Supply Chain Management — earned an A-
  • Worked through case studies on SHEIN, Hema Freshippo, and Barilla with international peers
  • First time living and studying abroad — came back sharper and more adaptable

Relationship Management Intern

China Merchants Bank, Shenzhen

Jul – Aug 2024

  • Worked alongside both corporate and retail relationship managers on the front lines
  • Wrote weekly market digests for senior management — covering political shifts, new trends like drone delivery
  • Helped prepare monthly investment reports for high-net-worth clients
  • Joined client meetings and contributed ideas that improved loan negotiation outcomes

Team Leader — Oliver Wyman Case Competition

Hong Kong SAR

Mar 2024

  • Led a team analyzing foot traffic trends in Hong Kong shopping malls
  • Built a presentation forecasting macro-trends for high-end retail spaces
  • Evaluated investment strategies for the future of Times Square

Recreational Secretary

CUHK LWS Residential Students' Association

Mar 2024 – Mar 2025

  • Organized monthly events that reached 500+ students over the year
  • Co-authored the annual proposal and flagged safety management gaps to the hostel admin
  • Learned how to coordinate people, budgets, and logistics all at once

What I Work With

No progress bars — just the tools and knowledge I actually use.

📊 Data & Analytics

I like getting to the "so what" behind the numbers. These are the tools that help me get there.

Tableau Alteryx Advanced Excel Data Visualization Statistical Analysis Dashboard Design

💰 Finance & Accounting

Three years of BBA Professional Accountancy coursework, plus real-world exposure in banking and risk.

Financial Analysis Risk Management Investment Reporting Financial Accounting Taxation Business Law

🔧 Systems & Process

I care about how work gets done — not just the end result. If a process is clunky, I want to fix it.

Process Automation Excel System Design Root-Cause Analysis Client Case Management Canva Microsoft Office

🌏 Languages

Trilingual and comfortable switching between all three in professional settings. Helpful for HKDL's diverse audience.

Cantonese — Native Mandarin — Native English — IELTS 7/9

Let's Talk

I'd love to hear from you — whether it's about the internship, a question, or just to say hi.

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🎓

Education

CUHK BBA Professional Accountancy
CGPA: 3.48 / 4.00

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Location

Hong Kong SAR

Why Disney, Why Me

  • Finance fit: I already build reports, track performance, and write commentary for stakeholders — that's exactly what Disney Finance needs
  • Controllership fit: Experience with Excel system design, compliance workflows, and root-cause analysis maps directly to SAP, RPA, and SOX work
  • I simplify complexity: Whether it's a client case or a market digest, I know how to make information clear and useful
  • I improve things: If a process is slow or a system is messy, I don't just work around it — I rebuild it
  • Trilingual advantage: Native Cantonese, native Mandarin, strong English — ready for HKDL's diverse guests and teams
  • Genuine enthusiasm: I grew up visiting Disney parks. The chance to contribute to that experience from the inside? That's not just an internship to me.