Ziyu Bai ** Wellesley St W, M*S *X* 647-***-**** ac7osn@r.postjobfree.com
SUMMARY OF QUALIFICATIONS
Solid knowledge of accounting and finance with CFA level 1 exam passed
Advanced Excel and MS Office skills (Pivot tables, Vlookup), experiences with Bloomberg and Factset
Excellent analytical and research skills with ability of writing technical and fundamental analysis, and basic risk analysis report
Completed a Co-op work term as Junior Financial Controller at Ontario Ministry of Health and Long-Term Care
Team player with strong interpersonal, written and oral communication skills, with ability to build relationships and actively participate in team meetings
EDUCATION
BBA Degree, Specialist in Management and Finance, University of Toronto Scarborough Sep. 2014 – Jun. 2018
CGPA of 3.4/4.0
2014- 2015, 2015-2016 & 2017-2018 University of Toronto Scarborough Dean’s List
Relevant courses: Risk Management (A+), Investments (A), International Financial Management (A)
WORKING EXPRIENCES
Junior Financial Controller, Ontario Ministry of Health and Long-Term Care, Toronto, Jan.2016 – Apr.2016
Managed journal entries, invoices, payrolls regularly and reported variance analysis using PowerPoint to supervisors
Prepared and processed detailed weekly, monthly, quarterly and year-end financial reports using Excel spreadsheets
Worked with different departments to prepare budgets and create charts to show trends
Reviewed accounting records to identify and resolve imbalances
Accounting Teaching Assistant, University of Toronto Scarborough, Toronto, Sep.2015 – Dec.2015
Diagnosed students’ academic difficulties, provided self-written materials with solutions, and assisted in marking process
Conducted group discussion sessions for students and tailored study guidance based on individual situation
VOLUNTEER EXPRIENCES
Trading Competitor, University of Toronto Scarborough, Toronto, Sep.2016
Analyzed provided cased and prepared stock analysis using Excel spreadsheet
Used the Rotman Interactive Trader Software to profit in a simulation order-driven environment, and gained basic knowledge and strategies of different financial instruments
Sponsorship Assistant, Chinese Undergraduate Association, Toronto, Sep.2014 –Dec. 2015
Researched potential sponsors’ background information and advertised for sponsors between associations and student events, prepared relevant documentation and budged event expenditures for association
Successfully built and maintained sponsor relationships, prepared relevant documentation and budged event expenditures for association
CERTIFICATION
•Passed CFA Level I exam, scored above 90th percentile line
•Enrolment in the FRM program
PROJECT
•Macy’s Fundamental Analysis Report, UPS Fundamental Report
•ICBC Risk Analysis Report
REFERENCE
•References available upon request