Excel, CPA, CFA, accountant, financial analysis
Resume:
CINDY LIU
Chatham, NJ *****
********@*****.***
SUMMARY
. Experienced accountant and financial analyst with over 3 years' work
experience with a CPA firm and an asset management firm having $4.2
billion AUM.
. Holding MBA degree in finance and accounting from Vanderbilt University
as full tuition scholarship recipient with high GPA
. Competitive financial analysis skills and MS Excel skills
. Passed CPA exam last year with average score of 90+ out of 100 within 7
months
. Fluent in English and Chinese
SKILLS
. Competitive in MS Excel skills
. Advanced financial analysis skills
. Proficient in tax preparation tool such as ATX software
EXPERIENCE
2/2013-4/2013 GZTY CPA GROUP LLC Metuchen, NJ
Senior Accountant
. Managed the firm's tax business. Conducted individual and business tax
return preparation, tax processing and e-filing using ATX software
. Independently held client meetings and solved various issues arising from
tax business
. Conducted financial analysis and financial modeling using Excel for the
firm
1/2008-1/2013 PASSED CFA & CPA EXAMS AND RAISE KIDS Chatham, NJ
. Passed CPA exam with average score of 90+ out of 100 within 7 months
. Passed CFA level 3 exam
. Raise kids
7/2004-12/2007 WEAVER C. BARKSDALE & ASSOCIATES Nashville, TN
Portfolio Manager/Analyst
. Worked with senior portfolio managers and CIO to manage the firm's equity
and fixed income portfolios
. Constructed a variety of financial analysis models by using MS Excel and
VBA programming language to enhance risk/return profile of portfolios and
test feasibility of new investment ideas
. Played a major role in managing short to intermediate duration fixed
income portfolios. Made investment decisions by conducting financial
analysis, selecting bonds among candidates and placing trades with lot
size of $250k to $1m
. Initiated Asian equity accounts with CIO and responsible for financial
analysis of the accounts
Assistant Portfolio Manager/Fixed Income Analyst
. Assisted portfolio managers in data collection and financial analysis
. Maintained fixed income analytical software and generated reports from
the software
. Used back-testing and MS Excel / VBA to build analysis models and set up
new portfolios
. Conducted finanicial analysis screening by using statistical concepts and
financial analysis skills to generate top performer and bottom performer
lists
6/2003-8/2003 GE CAPITAL Stamford, CT
Summer Intern
. Built complex MS Excel financial analysis models to analyze a new
insurance pool concept to save expense for the company's clients and
create new business opportunities for the company
EDUCATION
. OWEN GRADUATE SCHOOL OF MANAGEMENT (OGSM)
VANDERBILT UNIVERSITY Nashville, TN
MBA in Finance and Accounting
Full tuition scholarship
Overall GPA: 3.7/4.0, finance and accounting's GPA: 3.9/4.0
. UNIV. OF INTL BUSINESS AND ECONOMICS Beijing,
China
B. A. Economics
HOBBIES
. distance running, swimming, singing
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