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Manager Financial

Location:
San Francisco, CA
Posted:
October 29, 2014

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Resume:

YALI SUN

**** ***** ******** ****, *******, New York 11418 acgjl2@r.postjobfree.com 315-***-****

EDUCATION

Syracu se Uni ve rsit y, M artin J. Whitm an Sch ool of M an agement S yracuse, NY

Maste r of S cie n ce i n Fi n ance, GPA: 3.7 December 2 01 3

• Curriculum: Financial Accounting, Financial Modeling, Corporate Finance, Fixed Income Securities

• Involvement: VP of Event Management of Whitman Women in Business Club, Member of Consulting Club

Dongbei Uni ve rsit y of Finance an d Ec on omics (DUFE), School of Inte rdisci plin ary Studies of S ociety & B ehavior Dalian, China

Bachelor of Finance, GPA: 4.0 June 2012

• Awards: DUFE scholarship, The Fifth Guanghua Educational Scholarship, Top 100 Outstanding Graduates, Best Team in DUFE

"English Talent Competition"

CERTIFICATIONS

• CFA Level 1, ESOL Business English Certificate (BEC) Higher, National Computer Examination Level 2 in visual fox pro and SQL

PROFESSIONAL WORK EXPERIENCE

Wells Fargo Advisor, Syracuse, Financial Advisor Intern October-Present 2014

• Analyzed 952 mutual funds by investigating fund information such as alpha, expense ratio, management tenure and scatter gram against

category and benchmarks of past 3, 5 and 10 years.

• Communicated regularly with clients per portfolio performance, preparing stock reports and assisting with reviewing their acc ount

workbook.

• Evaluated performance of mutual funds under firm-specific scoring model and introduced new variables to further modify the model.

• Built up financial models targeting at a list of 297 stocks selected from particular industry, calculating intrinsic value us ing terminal

value and twenty years cash flow discounted method and presenting recommendations to supervisors.

Ernst & Young, Shanghai, China, Fraud Investigation & Dispute Service Intern June-August 2013

• Assisted engagement teams to conduct internal fraud investigations for clients with monthly compliance of every 3 months.

• Reviewed accounting records and financial transaction documentation from 2011 to 2013 of targeted companies in fieldwork.

• Collaborated with forensic teams doing due diligence of bank records from fraud committed firms in 4 projects.

• Initiated working papers by detailed fraud categories that will be part of clients’ deliverables, improving clarity and efficiency.

• Developed and maintained productive working relationships with client personnel and legal counsel.

Citibank Co., Shanghai, China, Wealth Management Intern July-August 2011

• Led a team of 6 members collecting and analyzing Shanghai financial market data in the credit card field through market research of 10

other competitors, presenting analysis to senior managers.

• Trained for rules and procedures of foreign exchange transactions, Pyramid Theory in financing, and portfolio investment theories.

• Introduced financial products to the VIP clients of Citibank according to their needs, building credibility of company.

• Managed simulated investment of ¥10000 in stock market practicing portfolio theory, receiving recognition for the best profits among

all the interns.

• Worked closely in team environment and reported progress of operations to managers.

• Proposed the idea of “One Day in Citibank” and shot a 5 minute video promoting Citibank’s culture of “customer come before anything”

culture in Citibank.

LEADERSHIP EXPERIENCE

Whitman Women in Business, VP of Event Manager January 2013

• Managed planning and organizing for WWiB events including meetings, workshops, NYC trips, etc.

• Developed and executed specific agenda and event details, ensuring success of every club activity.

• Tracked attendance at events and maintained event calendar, collaborated with other executives to promote events to students.

Syracuse Whitman International Week, Volunteer November 2012

• Designed and built the China Booth showing Chinese culture and organized interactive games under the budget of $200.

• Won Best Country Booth Prize among booths of countries from all over the world.

DUFE School of International Business Communication (SIBC) Workshop, Founder March 2010

• Self-started a new club with idea of “Learning by Sharing” of more than 30 members and organized team activities every week.

SKILLS

Softwa re S kills: Proficient in Excel Modeling, R programing language, Microsoft Word, Power Point, Access, Eviews, SPSS

Langu ages: Professional working proficiency in English, Native speaker of Mandarin, elementary proficiency of Japanese



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