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Assistant Financial

Chicago, IL
March 07, 2019

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Chicago, IL 312-***-****


Illinois Institute of Technology, Chicago, IL August 2017 - June 2019

M.S. in Finance

GPA: 3.7/4.0 Stuart School Dean Scholarship

Guangdong University of Finance & Economics, Guangzhou, China September 2013 - June 2017

B.A. in Financial Management

GPA: 3.5/4.0 Dean’s list 2014 – 2015


Stuart Investments, Chicago, IL August 2018 – Present

Real Estate Sector Leader

Checked the investments in a fundamental long-only portfolio (Assets under management: $8000) with managers

Achieved 7.5% total return on the portfolio over the period of August 2018 through September 2018

Made professional recommendation based on deeply financial analysis and equity valuation

Stuart Investments, Chicago, IL February 2018 – August 2018

Research Assistant

Assess companies’ current financial reports and analyze stock ticker data from Bloomberg to determine future stock prices; provide stock purchase guidance to obtain the best ROI

Utilized DDM, Price-Multiple, FCFF and FCFE model to forecast equity price for various companies

Streamline decision making by presenting research findings and trading strategies to senior management and board members

MP Consulting Group, Guangzhou, China January 2017 – June 2017

Financial Assistant

Created commission payout model using Excel to facilitate calculation processing time for over 300 consultants

Ensured financial reports accuracy through merging of monthly invoicing systems using SAP and Excel, integrating financial data into one easily accessible area

Organized business, culture and development events with more than 500 participants to generate new business


Financial Modeling, Chicago, IL April 2018 – May 2018

Used financial ratios and Porter’s Five analysis to evaluate company’s performance and provide recommendations

Calculated enterprise valuation using FCF model, then evaluated and calculated future stock price using dividend discount model and price multiple model in Excel

Collected historical stock price data and financial statements of the company to perform in depth analysis

Business Analysis, Canton, China January 2017 – May 2017

Increased profit margin by 12% through in-depth analysis report covering annual and monthly budgeting and forecasting plans, decreasing overall debt ratio

Developed strategic plan and defined financial goals and objectives

Utilized ERP systems to manage invoice data, prepare accounting reports

Created financial model in Excel and used financial ratios to analyze data for company evaluation


CFA Level Candidate Microsoft Office Advanced Excel & PowerPoint Presentation Reporting SAP Python Certificate of Accounting

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