XUETAO (Snow) JI

*** ******** ****• Columbus, Ohio 43212 • 614-***-**** • rgzwtm@r.postjobfree.com

SUMMARY

MBA / CFA Level III candidate / Six Sigma Green Belt Certificate with 10+ years education and working

experience focusing on investment management area seeking fulltime job

EDUCATION

The Ohio State University, Fisher College of Business Columbus, OH

Master of Business Administration, Investment Management June 2012

• GPA: 3.5/4.0, GMAT: 710; Winner, the 2011 Macy's Challenge Case Competition

Nankai University, College of Economics Tianjin, China

Bachelor of Finance June 2006

• GPA: 3.5/4.0; University scholarship in the three consecutive years from 2002 to 2004

EXPERIENCE

Philips Healthcare Cleveland, OH

Operation Financial Analyst Intern July 2012 –Present

• Conducted internal auditing on inventory daily cycle count procedure, analyzed inventory accuracy,

investigated root cause of inventory adjustments, and proposed process improvement plans.

• Created Excel dashboards and PPT slides reporting financial and operational performance to management

team, allocated overhead to each product and calculated productivity of direct labor.

• Assisted with R&D expense and budgeting, monthly closing, quarterly Rofo (Rolling Forecast), and AOP

(Annual Operating Plan).

Blueloop Capital LLC Cincinnati, OH

M&A Financial Analyst Intern June 2011 –August 2011

• Built Excel financial models (DCF) to price the pre-acquisition and post-acquisition value of target

companies with synergy and integration cost analysis. Average size of the transaction is $1.5 million.

• Conducted research on machine shop industry. Finished writing business executive summary for 12 target

companies with two companies moving forward to the due diligence process.

• Finished the financial due diligence reports for the target companies individually by adjusting financial

statements, conducting bank accounts alignment check and reviewing historical value of assets.

• Led the internship team to develop research flow and presentation deck which will be used to introduce

target investment philosophy, process and current portfolios to venture capital investors.

Sinochem Group (113th on the 2012 Fortune Global 500) Beijing, China

Financial Subsidiary July 2008 –July 2010

Investment Portfolio Analyst

• Conducted pricing valuation analysis of selected IPOs and stocks by building financial models (DCF and

Comps). The valuation analysis was used by portfolio manager to participate in IPO inquiry and to update

alternative equity investment pool.

• Prepared reports and performance analysis for domestic equity and fixed income portfolios. The reports

cover macro economy policy analysis, seasoned market trend analysis, portfolio performance vs. index

analysis, trading risk control analysis, portfolio manager performance analysis.

• Evaluated daily NAV for investment accounts, investigated reasons of variances between bank NVA and

internal NAV, assisted with portfolio funding& liquidation on open trading day, and prepared weekly

balance sheet, income statement & allocation P&L flow of investment funds managed. Portfolio pool

includes IPOs, secondary market equity, corporate bond, municipal bond, stock option, FOF, re-

purchase/reverse re-purchase agreements.

• Designed structured investment portfolios according to clients’ investment requirements, drafted risk

assessment questionnaires & investment contracts (IPS), and negotiated with prospective brokers for

commissions and fees.

• Collaborated with investment IT team with NAV electronic report generation project, new security trading

line implementation project, trading data and SAP data consolidation project by providing improvement

suggestions from investment treasury aspects.

Corporate Budget and BU P&L Analyst July 2006-June 2008

• Assisted senior executive team to develop both short-term and long-term business strategies in variety

investment markets by conducting NPV/IRR/ROI/Pay Back Period/Cash Flow Forecasting analysis for

new internal products and projects, and analyzing macroeconomic and political policies.

• Collaborated with budget team to develop annual budget plan by tracking each department’s quarterly

performance, conducting variance analysis and developing advanced procedures/models to improve

forecasting and variance/trend analysis.

ADDITIONAL INFORMATION

Languages: Mandarin Chinese, native speaker; English, fluent

Software skills: Proficiency in all Microsoft Office Suite; highly professional with Excel (Data Analysis

Functions), Access, Visio, Sharepoint, SAP, Minitab

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