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Customer Service Financial Analyst

Hillside, New Jersey, United States
September 17, 2018

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Zoey Xu

*** ********** ****. ***. #****

Jersey City, NJ 07310



Simon Business School, University of Rochester Rochester, NY

Master of Science in Finance (STEM-Designated) December 2017

•Relevant Courses: Corporate Finance, Financial Statement Analysis, Futures and Options, Risk Management

•Merit Scholarship Recipient, Simon School Stock Pitch Competition Finalist

•Simon Finance & Investment Club Investment Banking Analyst, Real Estate Financing Project Consultant for Monroe Capital

University of California, Davis Davis, CA

Bachelor of Arts in Economics September 2015

•Relevant Courses: Econometrics, Financial Accounting, Managerial Accounting, Money and Banking, Real Estate Finance


Alpha Capital Holding, Ltd. New York, NY

Investment Banking Analyst Intern May 2018–Present

•Drove financial analysis for IT total service provider’s potential sale, developing LBO model and IRR sensitivity analysis by using different capital structures

•Drafted company profiles and teasers across various industry including consumer goods, real estate and TMT, contributing to company/industry research, risk analysis and valuation

•Completed training program focusing on three statement modelling, valuation, M&A accretion/dilution, and LBO

Mark Ain Business Model Competition Rochester, NY

Team Member Apr 2017–May 2017

•Conducted in-depth research on osteoarthritis disease and joint health dietary supplement market to identify potential opportunities for new patent-pending joint health dietary supplement

•Projected 5-year financials and developed financial models using DCF and precedent transactions to estimate enterprise value, IRR, and exit multiples; assisted with creation of presentation materials and 25-page business plan

•Won 4th place based on feasibility and authenticity of business plan presented to team of executives and investment bankers

Simon School Venture Capital Fund Rochester, NY

Analyst October 2016–May 2017

•Under supervision of senior analyst, performed due diligence on startup companies’ pro-forma financial statements, corporate strategies and management teams to evaluate investment opportunities and access key risk factors

•Researched addressable markets, value drivers and recent transactions to develop pre- and post-money valuations

•Drafted slide decks and pitched analysis to student management team and board of directors for investment decisions

o$150K equity raise for an online marketplace providing house improvement services

o$350K convertible debt raise for a two-way software that converts between English and American Sign Language

Farmers Insurance Group Sacramento, CA

Customer Service Representative November 2015–May 2016

•Generated more than 70 new business in property and casualty insurance via cold calls, escrow agents, and other lead sources

•Serviced over 300 existing client accounts for policy-related questions and claims, ensuring that clients’ needs were addressed

•Filed and updated clients’ records in compliance with California Department of Insurance laws and regulations

Yangzhou Wansheng Electronic Ltd. Foshan, China

Financial Analyst Intern June 2014–July 2014

•Worked closely with 2 senior analysts responsible for due diligence and valuation procedures on film capacitor manufacturer, contributing to 15% equity investment in the target company

•Prepared sales, cash, A/R and A/P journal entries, reconciled general ledger, and invoiced purchase orders to buyers, achieving 96% corresponding payment collection rate

•Conducted cost analysis and resolved inefficiencies in supplier selection, resulting in 7% decrease in total expenses


•Certifications: CFA Level I Candidate, Certificate in Bloomberg Market Concepts

•Training: Pillars of Wall Street On-Campus Valuation Modelling Training

•Languages: Native in Mandarin, Fluent in English

•Skills: Bloomberg, Capital IQ, Microsoft Excel/VBA, Word, PowerPoint, Morningstar, Python, STATA, Thomson ONE

•Interests: Badminton (Simon Winter Fest 2017), Basketball, Travelling (3-week backpacking in Mexico)

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