Financial Analysis

Weixing Lu

Portland, OR *****

Tel: 503-***-****, Email: *************@*****.***

SUMMARY:

• Master of Science in Financial Analysis specializing in Finance and Business Administration.

• Advanced valuation skills and expertise using Microsoft Office, web-tools, and financial modeling software.

• Knowledge of forecasting, optimal structure, budgeting, and risk assessment

• Advanced Excel skills using Excel solver, Excel financial functions, oracle’s crystal ball, count, pivot table/chart. IF

statement and lookups

• Fluent in Mandarin Chinese

EDUCATION:

Master of Science in Financial Analysis (MSFA) Aug 2014

GPA: 3.47

Portland State University, Portland, Oregon

Bachelor of Arts in Finance Mar 2013

GPA: 3.06

Portland State University, Portland, Oregon

PROJECT EXPERIENCE:

CFA Society Portland

March 2014-Augst 2014

Portfolio Management (Portland State University)

• Managed student managed investment portfolio with $300,000 in 2014.

• Performed weekly sector report, constant monitoring of the portfolio holdings including telecom and IT sectors.

• Performed sector research (IBIS World), benchmarking (S&P500), security screening (Finviz.com) and intrinsic valuation

(DCF).

• Recommended purchase decision within telecom sector based on data analysis

• Prepared portfolio report for CFA society of Portland.

Project Name – ABC Engineering Valuation (Portland State University) 2013

• Developed economic analysis and industry analysis based on IBISWorld and Bureau of Economic analysis.

• Utilized Prat’s Stat and Pitchbook database for company market method valuation.

• Used WACC and discount cash flow for company income method valuation.

Project Name - Google Inc. Google Valuation (Portland State University) 2013

• Analyzed historical performance by comparing key ratios with competitors including return on assets, price to earnings,

profit margin and debt to equity ratio.

• Estimated cost of capital by using WACC method.

• Forecasted five year financial statements, and estimated stock price by using constant growth method.

• Estimated optimal capital structure and recommended optimal debt ratio at 30%.

EXPERIENCE:

Cramer Fish Sciences, Portland, OR March 2014- August 2014

Consultant

• Conducted primary and secondary research, including internet research, interviews with internal employees and interviews

with business consulting firms to gather information

• Documented flowchart to identify current system gaps, including accounting payable, project management, invoicing, and

RFP.

• Conducted RFI process and collected information to determine potential financial and project management system for

Cramer Fish Sciences.

• Utilized Kepner- Tregoe Decision Analysis tool to evaluate potential software systems.

Bank of Suzhou, Suzhou, China Jun 2012 - Sep 2012

Accounting Intern

• Supported bank in operation of deposit and loan service, investment business and local citizen insurance service.

• Collected and processed deposit receipts.

• Collected invoices and verified the transactions.

• Assisted with daily data entry.

• Reviewed check requisitions for accuracy.

• Maintained and reviewed updated client files.

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