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financial statement analysis, variance analysis, budgeting

Toronto, Ontario, Canada
November 13, 2018

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Ziyu Bai ** Wellesley St W, M*S *X* 647-***-****


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


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)


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


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


•Passed CFA Level I exam, scored above 90th percentile line

•Enrolment in the FRM program


•Macy’s Fundamental Analysis Report, UPS Fundamental Report

•ICBC Risk Analysis Report


•References available upon request

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