Financial Analyst

JIAYI (CHERRY) LIU

** ***** ****, *** ***, New York, NY 10044

917-***-****, ***********.***@*******.***

EDUCATION

FORDHAM UNIVERSITY, GABELLI SCHOOL OF BUSINESS

New York, NY

MS, Global Finance, Graduation Date: Feb.2016, GPA: 3.82

2014–2016

Relevant Coursework: Financial Modeling, Financial Statement Analysis, Credit Management

SOUTH CHINA AGRICULTURE UNIVERSITY

Guangzhou, China

BS, Human Resources Management, Minor in Finance, GPA: 3.77

2010–2014

University Second Grade Scholarship, 2010 and 2013

Project Manager of Career Planning Club - Reformed performance assessment of 80 club members – Leader of team for a proposal competition and won the second prize

ARKANSAS STATE UNIVERSITY

Exchange Program, GPA: 3.90

Jonesboro, AR

2011–2012

EXPERIENCE

VISION GLOBAL CONSULTING INC

Financial Analyst Intern

Interview prospective loan applicants, review and analyze personal and commercial credit, P&L, bank statement, tax returns and real estate, then communicate with manager to provide loan solution

Communicate with over 20 clients to gather and assure the accuracy of all information needed

Develop and maintain referral sources for prospective clients

New York, NY

2/16– Present

SOLE STRIVERS FINANCIAL FITNESS

Market Research Intern

Researched and analyzed over 50 Financial Fitness companies in order to author the strategic plan

New York, NY

1/16– 2/16

Value Investing School Project - RYMAN HOSPITALITY PROPERTIES (RHP)

In a team of three, evaluated RHP’s value after it transformed itself into a REIT

Collected and analyzed data from Bloomberg, Factset, SEC filings, performed industrial analysis,

company background analysis and competitor analysis

Reconciled financial statements under GAAP, managed P&L, forecasted and budgeting

Developed financial models, priced RHP based on DCF and multiples valuation methodologies

Authored valuation report and gave presentations

New York, NY

6/15–10/15

INDUSTRIAL AND COMMERCIAL BANK OFjavascript:void(0); CHINA (ICBC)

Intern, Personal Finance Department

Guangzhou, China

5/14–7/14

Created VBA code to reduce a staff member’s Excel data pulling task by an hour/daily

Utilized Excel to analyze data from individual large inter-bank transfers and payoff, as well as the sales of investment portfolios including money market funds, mutual funds, stocks and fixed income

Drafted daily and weekly reports regarding foreign exchange settlements and sales of as well as customers preference for investment portfolios from 20 bank branches

Verified mortgage application forms, discussed applicants’ qualifications with Loan Manager, leading to loan approvals of $2 million on a daily basis

CHINA EVERBRIGHT BANK

Intern, Trade and Finance Department

Guangzhou, China

6/13–8/13

Collated over 30,000 financial records of loan businesses utilizing Excel (V-Lookup, Index Match) and communicated with Accounting Department to verify the number

Monitored the repayment of vehicle loan of over 20 vehicle companies with daily cash flow of over $2 million – Collected and uploaded applications, verified repayments and issued approvals

Filed daily business document including international wire transfer through SWIFT, bank guarantees and Standby L/C, documentary collections, working capital loans and interest rate arbitrage

Prepared PowerPoint for foreign exchange settlement products conference; acted as greeter for conference participants and provided logistics support

ADDITIONAL

Languages: Fluent English; Native Chinese (Mandarin and Cantonese)

Computer: Advanced Excel (V-Lookup, Pivot Table, Macros, VBA), Word and PowerPoint; Outlook; SPSS; Access;

Basic SAS and Eviews

1st Place winner: 200m Breaststroke and 4*100 Freestyle relay, SCA University, 2013 & 2014

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