Financial Analysis

TsungHsien (Mark) Yu

**** ********* ****, ******, **, 75287

**********.**@*****.*** 214-***-****

EDUCATIONAL BACKGROUND

The University of Texas at Dallas 08.2013

Master of Business Administration and MS-Finance

09/2006 – 06/2010

Yuan Ze University, Taipei, Taiwan

Bachelor of Science in Finance

RELATED COURSES/ACADEMIC PROJECTS

06/2013 – 08/2013

Spreadsheet Modeling

Build scenario model and data table to assess financial ratio performance.

Develop advanced Excel skills such as V-lookup, Macros and Pivot Table.

09/2012 – 12/2012

Financial Modeling

Built M&A model and Leverage buyout model that are used to evaluate merger synergies.

(Final Project- Kraft merger Kellogg)

Developed firm’s forecast model and analyze enterprise value multiple that are used to appraise

reasonable market share.

Estimated firm’s free cash flow and calculate its enterprise value.

01/2012 – 04/2012

Entrepreneur Finance

Calculated financial ratio to evaluate start-up firm enterprise value and compared with

similar industry.

Appraised NPV and cash flow to compare Wal-Mart with Costco enterprise values.

PROFESSIONAL EXPERIENCE

11/2009 – 06/2010

Hsiyu Jewelry

Financial Assistant

Collected accounts receivable from customers and negotiated the interest with loan borrower.

Purchased and record the prices of the goods with the supervisor at wholesale markets.

PROFESSIONAL DEVELOPMENT

07/2010 – 08/2010

cnYES Virtual Futures and Options Campaign Competition

Managed one hundred thousand dollars to build up options and futures position.

Increased portfolio return by 300% and achieved top 10 performances.

Chose the target stocks to track stock indices trend and assessed their performance to estimate

whether the market is overestimated or underestimated.

11/ 2009 – 01/2010

Portfolio Theory and Investment Analysis Club

Analyzed USDX and interest rate trends which could affect hot money and fund fluctuation.

Predicted future market trend and analyze which factors, political or economic, would impact stock

and derivative market.

CERTIFICATIONS AND SKILLS

CFA Level 2 Candidate Passed CFA Level 1 in 12/2012

Technical: Advanced in MS-Excel, MS-Word, Basic in Capital IQ

SQL

Language: Fluent Mandarin Chinese

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