Yi Ru
accfxn@r.postjobfree.com
** **** ******** ******, *******, IL, 60610
OBJECTIVE I wish to pursue a full time position as a Financial Analyst
EDUCATION
DePaul University, Kellstadt Graduate School of Business, Chicago, IL 09/2011-11/2013
Master of Science in Finance (Honors Program) GPA: 3.8/4.0
CFA Level lI Candidate (Chartered Financial Analyst) FRM Level II Candidate (Financial Risk Manager)
Courses: Corporate Finance, Financial Accounting, Financial Statement Analysis, Risk Management and Derivative
Beijing University of Chemical Technology, Beijing, China 09/2007-06/2011
Bachelor of Engineering in Chemical Materials
EXPERIENCE
Associate Financial Analyst Intern, Barrington Research, Chicago, IL 01/2013-09/2013
• Wrote investment previews and briefs quarterly, analyzing results for potential impact on future earnings
• Built and updated multi-scenario accounting and revenue models for 200+ healthcare companies via Excel Modeling
• Managed the monthly close process to ensure the highest level of accuracy and appropriate expense recognition
Tax preparer, Center for Economic Progress, Chicago, IL 01/2012-04/2012
• Used Tax Wise system to fill out all tax forms including income and adjustment, deductions and credits for low-income
clients resulting in over $20K tax refunds
• Identified the best tax return plans for clients and make decisions on more complex tax issues
• Supported site manager with general office duties, such as filing, copying and opening bank accounts for clients
Investment Planner Intern, Citibank, Beijing, China 07/2010-08/2010
• Developed investment strategies for individual clients by analyzing risk and return of various Citi financial products
• Presented investment portfolio recommendations and strategies to senior investment manager
PROJECTS
Investment Analyst, International Portfolio Management Course, DePaul University 06/2013-11/2013
• Analyzed, researched and estimated equity value by using DCF, DDM and EBITDA multiples valuation models
• Created and maintained detailed financial models and templates for covered equities weekly by Excel
• Collected and Analyzed macroeconomic, industry and company data of European region
• Combined industry analysis and fundamental analysis, presenting results and forecast analysis to professor
Case in Investment and Financial Engineering 09/2013-11/2013
• Analyzed unique risk and performance of various mutual funds by using quantitative data statistic tools
• Optimized corporate risk management via several hedging strategies using forwards/futures, options and swaps
• Researched interest rate risk for banking system
Competitor in Stock Market Portfolio Contest, DePaul MBA Association 02/2012-06/2012
• Managed a simulation $500K for a 12-week duration by exchanging on electronic simulation trade platform
• Competed with 50 participants and outperformed 70% of the teams in the absolute return and sharp ratio
ACTIVITIES & HONORS
VP of Finance, DePaul Kellstadt Finance Community 04/2012-11/2013
• Managed the financial statement and controlled cash flow in KFC organization
• Organized and leaded monthly activities, taking charge of operation in details
• Budgeted next year expenditure and income and fundraised from University Finance Department
Honors:
• DePaul International Starr Foundation Scholarship (2012 and 2013)
• National People’s Scholarship (2009, 2010 and 2011)
• First prize in Citibank Young Talent Program’s final competition (2010)
• First prize in Business ERP (Enterprise Resource Planning) Simulation Contest (2010)
ADDITIONAL SKILLS
• Native in Mandarin; Basic in Cantonese
• Proficient in Microsoft Word, Excel, PowerPoint, Bloomberg Terminal, STATA