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Manager Analyst

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Posted:
January 31, 2014

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Resume:

Yi Ru

773-***-****

accfxn@r.postjobfree.com

** **** ******** ******, *******, IL, 60610

OBJECTIVE I wish to pursue a full time position as a Financial Analyst

EDUCATION

DePaul University, Kellstadt Graduate School of Business, Chicago, IL 09/2011-11/2013

Master of Science in Finance (Honors Program) GPA: 3.8/4.0

CFA Level lI Candidate (Chartered Financial Analyst) FRM Level II Candidate (Financial Risk Manager)

Courses: Corporate Finance, Financial Accounting, Financial Statement Analysis, Risk Management and Derivative

Beijing University of Chemical Technology, Beijing, China 09/2007-06/2011

Bachelor of Engineering in Chemical Materials

EXPERIENCE

Associate Financial Analyst Intern, Barrington Research, Chicago, IL 01/2013-09/2013

• Wrote investment previews and briefs quarterly, analyzing results for potential impact on future earnings

• Built and updated multi-scenario accounting and revenue models for 200+ healthcare companies via Excel Modeling

• Managed the monthly close process to ensure the highest level of accuracy and appropriate expense recognition

Tax preparer, Center for Economic Progress, Chicago, IL 01/2012-04/2012

• Used Tax Wise system to fill out all tax forms including income and adjustment, deductions and credits for low-income

clients resulting in over $20K tax refunds

• Identified the best tax return plans for clients and make decisions on more complex tax issues

• Supported site manager with general office duties, such as filing, copying and opening bank accounts for clients

Investment Planner Intern, Citibank, Beijing, China 07/2010-08/2010

• Developed investment strategies for individual clients by analyzing risk and return of various Citi financial products

• Presented investment portfolio recommendations and strategies to senior investment manager

PROJECTS

Investment Analyst, International Portfolio Management Course, DePaul University 06/2013-11/2013

• Analyzed, researched and estimated equity value by using DCF, DDM and EBITDA multiples valuation models

• Created and maintained detailed financial models and templates for covered equities weekly by Excel

• Collected and Analyzed macroeconomic, industry and company data of European region

• Combined industry analysis and fundamental analysis, presenting results and forecast analysis to professor

Case in Investment and Financial Engineering 09/2013-11/2013

• Analyzed unique risk and performance of various mutual funds by using quantitative data statistic tools

• Optimized corporate risk management via several hedging strategies using forwards/futures, options and swaps

• Researched interest rate risk for banking system

Competitor in Stock Market Portfolio Contest, DePaul MBA Association 02/2012-06/2012

• Managed a simulation $500K for a 12-week duration by exchanging on electronic simulation trade platform

• Competed with 50 participants and outperformed 70% of the teams in the absolute return and sharp ratio

ACTIVITIES & HONORS

VP of Finance, DePaul Kellstadt Finance Community 04/2012-11/2013

• Managed the financial statement and controlled cash flow in KFC organization

• Organized and leaded monthly activities, taking charge of operation in details

• Budgeted next year expenditure and income and fundraised from University Finance Department

Honors:

• DePaul International Starr Foundation Scholarship (2012 and 2013)

• National People’s Scholarship (2009, 2010 and 2011)

• First prize in Citibank Young Talent Program’s final competition (2010)

• First prize in Business ERP (Enterprise Resource Planning) Simulation Contest (2010)

ADDITIONAL SKILLS

• Native in Mandarin; Basic in Cantonese

• Proficient in Microsoft Word, Excel, PowerPoint, Bloomberg Terminal, STATA



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