Manager Financial
Resume:
Simon (Zhihong) Qiu
**********@*****.**
SUMMARY OF QUALIFICATION
Experience as financial data analyst effective at collecting and analyzing data ahead of tight deadlines
Familiar with financial statement analysis, forecasting, financial reporting in financial industry
2 years’ academic researches/projects experience in financial models and statistical regression models
Recently graduated from University of Waterloo with great analytical skills and strong background knowledge about Mathematics, Finance, Statistics and Actuarial Science
Highlights
Advanced level Excel (vlookup, pivot table, macro)
Good programming skill in R, Python and Matlab
Valued team player
Independent worker
CFA candidate, Passed SOA: P exam
Financial modelling and Statistical regression modelling
Financial statement analysis
Detail oriented
WORK HISTORY
Financial Analyst
Pacific Asset Management Co. 09/2016 to 01/2017
Created and maintained the financial models for forecast and budget of current and prospective projects and monitored the performance of new financial models
Enhanced accuracy of forecast and budget by performing ad-hoc analysis required by manager
Support Financial Planning and Analysis Manager with timely preparation for monthly business management
Worked in a financial team to analyzed data and reported important results to manager
Financial Data Analyst
AIA Insurance Company 05/2015 to 09/2015
Support team to search and update required raw sale data from over 30 cities by using pivot tables and Vlookup
Extracted and analyzed raw data from financial statements for monthly report to help manager make decisions
Qualities of insurance products and financial investments were improved by doing ad-hoc analysis with other financial team members
Assisted department manager to identify potential opportunities to increase revenue through financial analysis
Financial Model Developer
Zhonghui Information Technology Company 09/2014 to 01/2015
(subsidiary company of China Foreign Exchange Trade System & National Interbank Funding Center)
Built, tested highly available and modular MATLAB function to automate repetitive and complicated calculations
Wrote and implemented scripts about financial investment to enhance user experience
Programmed liquidity test and risk analysis formula in MARLAB, calculated discounted cash flows of investments and Compared various investment options based on risk, liquidity and DCF (discounted cash flows)
Over 90% programs passed the tests after debugging and were introduced in financial products
RELATED ACADEMIC PROJECT
Stock Price forecasting
Utilized standard SQL statements to create, drop and update tables from multiple sources
Forecast the Stock performance and performed comparison analysis on various models in R
Achieved outstanding performance in both presentation and research rated by professor
EDUCATION
University of Waterloo (October 2017)
Bachelor of Honors Mathematics(with distinction): Mathematical Finance and Honors Statistics
GPA:A-
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