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Financial Analyst Management

Houston, TX
October 08, 2018

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Xu (Mark) Zhang

267-***-**** 10300 Katy Freeway, Houston, TX 77043


Detailed-oriented Corporate Finance Professional with solid experience in financial analysis and equity research; Proficient in financial modeling using Excel (including VBA and Pivot Table, etc.); Skilled in statistical analysis and financial reporting

USA Citizen CFA Level 2 Candidate Business Strategy EDUCATION

WASHINGTON UNIVERSITY, Olin Business School May 2018 MSc, Corporate Finance and Investments, GPA:3.80 St. Louis, MO THE PENNSYLVANIA STATE UNIVERSITY, Smeal College of Business May 2016 BSc, Finance, Information System Management, GPA:3.74 University Park, PA PROFESSIONAL EXPERIENCES

COMPASS GROUP EQUITY PARTNERS, St. Louis, MO March 2018-May 2018 Private Equity Analyst Intern

• Conducted detailed industry research on semiconductor manufacture sector and screened for potential acquisition target in sector based on company’s preferences on location, size and business stage

• Analyzed current portfolio companies’ business model, customer segments and product end markets to evaluate synergy potential with acquisition proposal

• Constructed detailed financial models, including LBO, precedent transactions and trading comparable analysis, to access the value, synergy and feasibility of the acquisition plan BUILD-A-BEAR WORKSHOP, St. Louis, MO September 2017 – February 2018 Financial Analyst

• Identified the potential cause of decreasing ROI through review and analysis of annual store performance

• Developed a flexible Excel model that would look at different cuts of data to find insights that management could use in updating their store opening proforma

• Updated existing proforma model to make it more user-friendly and capable for annual update by all users SHANGHAI JILI CONSULTING Ltd, Shanghai, China May 2015 – September 2015 Consultant

• Enabled client to identify potential 10% savings in cost by modifying the percentage of the firm’s resource allocations and developing an Excel-based scenario analysis of a mining company’s transformation decision

• Delivered go-to-market strategy for a $25 million retail accessories manufacturer by developing SWOT analysis with special focus on competitors in U.S. and European marketplaces EATON & VAN WINKLE LLP, New York, NY June 2014 – August 2014 Financial Analyst Intern

• Supported Pre-IPO due diligence of $1B revenue company by converting client company’s financial statements into GAAP standard, preparing common-sized reports to assist P&L variance analysis and giving professional financial advice to attorney

• Provided personal opinions to senior bankers in order to support follow-on communications with client company’s executives by coordinating with general counsel and accountant to analyze financial statements and examine underlying causes for identified discrepancies


MERGERS & ACQUISITIONS February 2018 – May 2018

• Prepared a pitch book on Cigna & Express Scripts deal by develop a valuation model and a leveraged buyout model WASHINGTON UNIVERSITY INVESTMENT PRAXIS FUND September 2017 – May 2018

• Evaluated and analyzed the current stage, market size, risk and future trend of tech-hardware industry

• Conducted in-depth equity research on tech-hardware companies, such as Apple, Intel, NVIDIA, analyzing business model, financial statements, SWOT and building valuation models such as DCF and Multiples DELOITTE CASE COMPETITION, University Park, PA February 2015

• Develop a new business strategy based on new technology to meet the company’s goal of increase market share SKILLS, CERTIFICATIONS AND INTERESTS

• Computer Skills: Microsoft Excel; Capital IQ; VBA; C++; SQL; Bloomberg; R; Cognos; RapidMiner

• Language: Mandarin (Native) and English (Fluent)

• Interests: Travel; Snow Boarding; Table Tennis; Mystery Novels; E-sports; Pet Rescue Volunteer

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