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Customer Service Financial

Location:
San Diego, CA
Posted:
April 19, 2016

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Resume:

SHIYUN (ABBY) HAN

858-***-**** acue6r@r.postjobfree.com www.linkedin.com/shiyun.han/

EDUCATION

Master of Finance, Rady School of Management, University of California, San Diego, anticipated 2015

Core courses: Business Valuation, Investments Analysis, Risk Management, Analyze Financial Data Bachelor of Applied Finance, Macquarie University, Sydney, Australia, 2011-2014 EXPERIENCE

Financial Advisor, INDUSTRIAL BANK.CO.LTD, Chengdu, China, 2014 – 2015

● Prepare financial models to calculate returns and sustainability for approximately 15 commercial clients monthly

● Provide financial and risk management advisory services for developing business plans and models

● Established relationship with personnel in other banks to gather perspective clients’ information to determine clients’ financial situation.

● Built and managed client relationships and effectively resolve issues for each client.

● Achieved revenue and customer retention goals while increasing client profitability through relationship building and delivery of outstanding service.

● Completed individual tasks: 10 million RMB deposit portfolio and 45 million RMB loan portfolio, exceeded goals for income fee.

Account Assistant, (intern) China Ping An Bank, Chengdu, China 6/2013 – 7/2014

Helped more than 100 customers per day with their financial transactions such as: deposits, withdrawing cash and international transfers.

Obtained customer loyalty by providing professional customer service.

Achieved deposit growth of 0.5 million RMB, and helped to achieve branch sales goal. PROJECTS

APPLIED FINANCE CAPSTONE PROJECT ON TAKEOVER, Macquarie University, Australia, 2013

Drafted a written recommendation to the Board of hypothetical Chicago Equipment Business Inc

(CEB) in New York as to whether to proceed with an offer for Kiwi Appliances Limited (KAL).

Identified the turnaround potential of KAL, stated the typical main tests of gearing and interest cover and analyzed acquisition risks

Determined an intrinsic valuation of KAL given its operational, financial and business circumstances. PROJECT FINANCE MODEL, Macquarie University, Australia, 2012

Completed the financial model including Constructions and Operations sheet.

Calculated Debt Service Coverage Ratio (DSCR) minimum and average Equity Return (IRR).

Created a Data Table for occupancy % in the space provided on the executive summary. SKILLS / COMPETENCIES

Languages – English (fluent); Mandarin (native)

Computer – MATLAB, MS Office especially in EXCEL

Finance – Bloomberg, Capital IQ

LEADERSHIP AND INTERESTS

Chinese International Student club secretary, Macquarie University, 2011-2013

Honored as Excellent Volunteer: providing financial service to aging people, 2013

Interests: movies, photography, hiking



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