XIN "IRIS" XU
** ***** ***** * *** **** • Jersey City, NJ 07310
515-***-**** • *******@*****.***
EDUCATION
TULANE UNIVERSITY, A.B. Freeman School of Business – New Orleans, LA December 2016 Master of Accounting; GPA: 3.35/4.00
• CPA eligible; anticipated CPA license completion November 2017 IOWA STATE UNIVERSITY, College of Business – Ames, IA December 2014 Bachelor of Science in Accounting; GPA: 3.26/4.00
• Dean’s List
PROFESSIONAL EXPERIENCE
Hyde Park Investment Services – New York, NY May 2017 – Present Equity Research Analyst Intern
• Prepare, analyze and explain historical and projected financial information for clients
• Coordinate and perform business due diligence on potential investment and company industry research
• Plan and develop quantitative financial models and qualitative valuation analyses
• Prepare and draft confidential memoranda and equity research reports to help forecast growth & profitability BZ Investments – New York, NY February – April 2017 Accounting Assistant
• Handled diversified Accounts Payable/Receivable procedures on QuickBooks for 15 real estate entities
• Managed and compile financial reports pertaining to daily P/L profits and losses
• Ensured appropriate procedures for financial reporting and coded subsidiary ledgers for vendor invoice payments
• Managed and responded to all correspondence and inquiries from customers and vendors New Orleans Convention & Visitors Bureau – New Orleans, LA August – December 2016 Finance Intern
• Conducted account analysis of the general ledger and accounts reconciliation for monthly/quarterly audit reviews
• Implemented detailed Excel and Access control reports for annual operating, capital and fund budgets analysis
• Assisted in implementation and maintenance of reporting standards compliant with internal policies
• Researched and reconciled discrepancies between accounts receivable general ledger and trial balance account HongYe Mechanical & Electrical – Huangshan, China January – July 2015 Financial Analyst
• Analyzed departmental cost center reports comparing actual vs budget and making necessary decisions
• Developed numerous forecasting models to examine company’s growth based on cash flow analysis and valuation
• Generated comprehensive reports for future revenue planning and assess risk associated with capital expenditures
• Recommended strategic actions by analyzing and interpreting data to improve 10% operational efficiency Etekcity Corporation – Anaheim, CA January – May 2014 Accounting Intern
• Conducted general ledger accounts reconciliation and booked journal entries for 700+ business transactions
• Prepared weekly profitability, liquidity, monthly financial statement review and efficiency analysis reports
• Processed accounts receivable and payable by reviewing invoices and expenses, deposit funds and file receipts
• Performed fixed inventory audit for 3 internet based subsidiaries ensuring compliance with company policies LEADERSHIP EXPERIENCE
Tulane University – New Orleans, LA June – December 2016 Graduate Teaching Assistant, Financial Reporting & Ethics in Finance and Accounting
• Developed course content and managed all course activities for 150 MACCT and MBA students
• Evaluated assignments, tests, and held office hours to ensure students understanding of course materials
• Facilitated a strong learning environment by organizing and conducting review sessions for 170 students Iowa State University – Ames, IA January – May 2014 Undergraduate Accounting Tutor
• Provided one-on-one tutoring for accounting students
• Organized tutoring sessions and materials and prepared extensive and effective exam notes for students TECHNICAL SKILLS AND LANGUAGES
• Proficient with MS Office Suite (Word, Excel, Access and PowerPoint), SAS, SQL, QuickBooks and Financial Modeling
• Bilingual and bicultural in Mandarin and English