Yi Ru

773-***-****

acfe3p@r.postjobfree.com

** **** ******** ******, *******, IL, 60610

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 III Candidate (Chartered Financial Analyst) FRM Level II Candidate (Financial Risk Manager)

Relevant Courses: Corporate Finance, Financial Accounting, Investment, Risk Management and Derivative

Beijing University of Chemical Technology, Beijing, China 09/2007-06/2011

Bachelor of Engineering in Chemical Materials

EXPERIENCE

Financial Analyst in the CIB Pre-paid Card business, JP Morgan & Chase, Chicago, IL 02/2014-present

• Collaborating with business partners to develop and maintain financial plans and forecasts models

• Providing financial analytics for functional leadership to support business Cost/Benefit strategies and business decisions

• Building financial project models to support strategies efficiency analysis and to identify potential risk and opportunities

• Preparing financial reports versus plan and prior forecasts highlighting operating practices that are causing financial variances

• Performing monthly close activities including providing accrual entries after reconciling invoices

• Generating dashboard financial activities information and financial reports to support all business and line reviews

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

• Interviewed with managers of the covered companies through conference calls and highlighted important growth initiatives

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 Modeling

• Conducted research on existing holdings to determine whether or not they continue to meet stated investment objectives

• Combined industry analysis and fundamental analysis, recommending stocks to purchase within assigned area(s)

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

• Assisted to organize and to lead monthly activities, taking charge of operation financials in details

• Budgeted the next year expenditure and income as well as 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

• Proficient in Microsoft Word, Excel, Access, EssBase, PowerPoint and Bloomberg Terminal

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