Philadelphia, Pennsylvania, 19122
To gain a finance position by utilizing my 2 years of financial analyst experiences.
The Urban League of Philadelphia, Philadelphia, Pennsylvania
Financial Analyst assistant January 2018 – Present
1. Created monthly financial reports. Found and eliminated recurring errors, saving the company 1% in waste.
2. Regularly created financial analysis ratios to compare different investments.
3. Used Excel daily to perform data gathering, business performance analyses, trend analyses, and other financial analysis tasks.
GAUZE, Philadelphia, PA
Financial Analyst, Sep 2016 – Sep 2017
1.Prepare monthly operating statements, budgets and forecasts including revenue, expenses, capital expenditures and other budget components.
2.Track monthly expenses against budgets, identify and analyze trends, including major P&L cost categories.
3.Prepare variance analysis for target metric measurement and recommend action plan and implementation to management team.
4.Make all necessary journal entries and accruals to ensure monthly budget accuracy.
5.Assist with developing financial modeling, financial statement analysis, reporting and ad-hoc analysis to support business initiatives.
6.Weekly meeting with program staffs regarding budget and other operating issues.
7.Edit information according to my research for an online healthcare system.
8.Verifying current system data, communicating with international hospitals and giving presentation to the team weekly.
JIN WANG TUBES, INC, Tianjin
Financial Assistant, Apr 2016 – Sep 2016
1.Calculate liquidity, solvency and profitability ratios of the company consulting with financial officers as necessary
2.Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
3.Prepare plans of action for investment, using financial analysis.
NEW CHANNEL INTERNATIONAL EDUCATION GROUP, Beijing
learning partner, May 2015 – Sep 2015
1.Practiced English with 5 four to twelve-year-old children as a learning partner
2.Prepared lessons for children and taught them by English also contacted with children’s parents and engaged with their parents to improve their children’s learning experience.
Temple University, Philadelphia, PA
Bachelor of Business Administration Candidate, Finance Major, Expected graduation, May 2018
1.Advanced skill in Microsoft Word and Excel functions (vlookup, pivot table, NPV, IRR, etc.)
2.PowerPoint, WordPress, Photoshop
3.Chinese – Fluent, English – Fluent, Spanish – conversational
4.Demonstrates Strong Organization, Meeting Deadlines and Priorities
5.Strong Analytical, Inpersonal, Communications and Writing Skills
6.Willingness to communicate with various business and staff functions and senior management.