Financial analysis. excel. modeling. word. SAP. Essbase. Bloomberg
Resume:
Yi Ru
**********@*****.***
** **** ******** ******, *******, IL, 60610
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 III Candidate (Chartered Financial Analyst) FRM Level II Candidate (Financial Risk Manager)
Relevant Courses: Corporate Finance, Financial Accounting, Investment, Risk Management and Derivative
Beijing University of Chemical Technology, Beijing, China 09/2007-06/2011
Bachelor of Engineering in Chemical Materials
EXPERIENCE
Financial Analyst in the CIB Pre-paid Card business, JP Morgan & Chase, Chicago, IL 02/2014-present
• Collaborating with business partners to develop and maintain financial plans and forecasts models
• Providing financial analytics for functional leadership to support business Cost/Benefit strategies and business decisions
• Building financial project models to support strategies efficiency analysis and to identify potential risk and opportunities
• Preparing financial reports versus plan and prior forecasts highlighting operating practices that are causing financial variances
• Performing monthly close activities including providing accrual entries after reconciling invoices
• Generating dashboard financial activities information and financial reports to support all business and line reviews
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
• Interviewed with managers of the covered companies through conference calls and highlighted important growth initiatives
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 Modeling
• Conducted research on existing holdings to determine whether or not they continue to meet stated investment objectives
• Combined industry analysis and fundamental analysis, recommending stocks to purchase within assigned area(s)
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
• Assisted to organize and to lead monthly activities, taking charge of operation financials in details
• Budgeted the next year expenditure and income as well as 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
• Proficient in Microsoft Word, Excel, Access, EssBase, PowerPoint and Bloomberg Terminal
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