valuation financial analyst CPA

Guoyi (Johnny) Chen

**** ******* **. ***. *****, Columbus, OH, 43212 • 541-***-**** • ****.****@***.***

EDUCATION

May 5th, 2015

Master of Accounting

The Ohio State University, Columbus, OH

Fisher College of Business, CPA/CFA Candidate

June 30th, 2014

Bachelor of Art in Accounting, concentration in Finance

University of Oregon, Eugene, OR

Charles H. Lundquist College of Business (Honors Program)

Cumulative GPA: 3.58, Finance GPA: 4.0

Analytical and detail-oriented CPA/CFA candidate combining cross-functional competencies in all phases of Financial

accounting, Tax accounting, Financial Statement Reporting, Compliance and Audit procedure. Possesses 2 years

experiences in both assurance services and equity research industry. Superior financial modeling, Excel VBA, C/C++,

Java, equity/business valuation and problem solving skills. Contributes highest quality of output individually as a team

player and can communicate with professionals on all levels

Related Experience

Staff Accountant Internship (Assurance Service)

Ernst & Young, Beijing, China June 2014 - August 2014

• Prepared month-end journal entries and any necessary accruals by reviewing various internal reports

• Conduct receivable/payable confirmation, materiality determination, inquiries and analytical procedures

• Checked and Verified ship management reports and accounting entries of source documents such as invoice/vouchers

Senior Equity Analyst

University of Oregon Investment Group, University of Oregon, Eugene, OR October 2013 - June 2014

• Performed extensive fundamental research, legal document review, financial modeling, valuation and scenario

• analyses. Analyses encompassed due diligence with suppliers, customers, competitors, and employees

• Utilized valuation technique such as Discounted Cash Flow analysis, Relative Analysis to valuate publicly traded

• company in various sectors

• Completed diligent and in depth research reports that are used to make investment decisions for 1.2 million dollars

Financial Analyst Internship (Equity Department)

CITIC Securities Company Limited, Beijing, China June 2013 - September 2013

• Conducted equity research including hedge funds, private equity funds, and venture capitals

• Assisted lead analyst in writing research reports, event updates, result preview and daily news wraps

Leadership & Honors

Board of Directors

The Duck Store Financial Committee, Eugene, OR January 2013 - June 2013

• Analyzed quarterly financial statements to determine store performance

• Conducted budget review and build a one-year pro forma for the funding and expenses planning

• Assisted in the reporting and development of next year financial plans and in related month-end close processes

Vice President of Accounting/Finance

The National Society of Collegiate Scholars, University of Oregon, Eugene, OR December 2011- June 2013

• Prepared seasonal chapter budgets, wrote annual budget proposal to controller and presented at hearing

• Coordinated disbursement of chapter checks with the national office

• Managed and oversaw all financial transactions for the chapter, including reimbursement of expenses

Honors and Awards

• W.H.Shields Business Administration Scholarship 2013

• Thomas Calmus Memorial Scholarship 2013

• University of Oregon Top 100’s Academic Achievement in Junior Class 2012

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