Management Analyst

Jennifer Song

*** ****** ******, *** ****, NY ***07

Phone: 917-***-****

E-Mail: ***********@*****.***

Summary and Objective:

A bilingual (Mandarin and English) MBA graduate seeking analyst position within the Financial Service Industry, with

working knowledge and over 4 years of experiences in Financial Analyst area (Portfolio Risk, Cash Flow and Balance sheet

Management, Customer Credit Review and Private Equity Due Diligence). Combined with project management skills and very

strong passion and deeply insight of global capital market

Experience:

AXA Private Equity New York, NY

Due Diligence Analyst 1/2013-5/2013

• Interact with senior executives in private equity firms to obtain information on existing and prospective investments

• Perform analysis on investigated PE-backed companies and presented the risks, and internal rate of returns (IRR) to

partners

• Respond to investor diligence requests including, RFPs, due diligence questionnaires, follow up requests and onsite

visitations

• Assist senior manager to construct detailed, dynamic financial models, including P&L, cash flow, and balance sheet

forecasts

• Assist senior team members to perform due diligence/ on new investment opportunities, review and analysis of

prospective new primary and secondary private equity fund investments

• Assist with the composition of term sheets, letters of intent, and internal investment memorandums review legal

documentation

• Conducted due diligence on a $20M private equity (PE) transaction with teams in New York and China

• Communicated with target company in China that saved the firm from $2M potential investment lose

• Performed LBO valuation models to build future return estimation for $10M PE deal

Palm National Partners New York, NY

Credit Analyst 2/2012-12/2012

• Perform various financial, statistical, sensitivity, and industry analysis, to provide management assessment and

guarantor evaluation to identify and mitigate key risks.

• Evaluate earnings quality and sustainability, debt capacity, asset/liability mix, appropriateness of capital structure and

financial management

• Writing credit reviews and reports for the credit committee, spreading financial results, and interpreting financial

metrics to assess the counterparty’s creditworthiness

• Build and maintain relationships with external dealership personnel

• Assist senior team members and commercial bankers to collect due diligence information

• Assist senior credit personnel in review and assess credit and rating applications including the credit worthiness of

customers, industry trends, cash flow projections

Star Alliance Capital partners (SAC) New York, NY

Financial Analyst (Portfolio Risk) 5/2011-1/2012

• Conduct real-time monitoring of portfolio risk profiles and performance relative to benchmarks and peers

• Alert management of changes in risk profile and performance concerns

• Provide ad-hoc analysis on a variety of investment strategies and market niches Analyze financial information to

produce forecast of business, industry and economic conditions for use in making business decisions

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• Analyze financial information to produce forecast of business, industry and economic conditions for use in making

business decisions

• Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks

• Present oral and written reports on general economic trends, individual corporations and entire industries

• Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded

accurately

Sequoia Capital Beijing, China

Financial Analyst (Cash flow and balance sheet management) 6/2008-1/2011

• Assist Director FP&A in preparing annual budget

• Oversees financial planning and prepares leaders for review with executive management team

• Assist senior management team in developing and preparing quarterly guidance and forecast updates to support

decision making

• Develop monthly P&L forecast – validate and analyze weekly and monthly results and identify any necessary action

steps in response to key variances

• Responsible for monthly financial reporting, including variance analysis

• Monitors business unit and cost center adherence to approved budget

• Assist Senior Management with special projects ranging from, but not limited to, 'what if' strategic analysis, global

business forecasting, new product P&L projections, etc.

• Provide business analytics as required pertaining to operations, competitors, benchmarking, etc.

• Develop and maintain business models to support internal decision making processes and external stakeholder

negotiations

Education:

St. John’s University New York

MBA in Finance 3.2/4.0 1/2011-5/2013

• Chairman of International Business Student Association (US & China)

• Main Courses: Advanced Investment Analysis (S Plus) / Financial Derivatives / Financial Statements Analysis /

Corporate Finance / Business Statistics / Business Law/ Capital and Money Markets/ Bank Financial Management

Capital Normal University Beijing, China

Bachelor in Arts 3.5/4.0 6/2006-7/2010

• Vice President of Student Association

Skills/Leadership Activities:

• Language: Mandarin, English

• Skills: MS Excel Very solid spreadsheet skills with using pivot table, V-lookups etc .

A large amount of Data integration &Remediation practice.

PowerPoint, Word; Bloomberg, Quick Base, Adobe Acrobat

• Secretary for the UN officer Yun Long Zhao at the world economic and political office

• Public Speaking: Spoke on several occasions to audience from 10-1000 people on the International Business Student

Association behalf in St. John’ s University

• Organize the monthly conference of Long Island Import and Export Association

• Organize the business meeting between Shen Yang Hai Lu Oil Extraction Manufacturer Ltd and Exxon Mobile

• One of organizers of the 2013 China-US Trade and Investment Summit invited over 100 entrepreneurs and

government officials from China, build up a high-end platform for enhancing the communication between domestic

Chinese elites and their overseas counterparts

Jennifer Song

101 Murray Street, New York, NY 10007

Phone: 917-***-****

E-Mail: ***********@*****.***

Contact this candidate