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Budget accounting, Bloomberg, FactSet, S+, Valuation, Equity Research

Location:
New York, NY
Posted:
July 07, 2016

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Resume:

Danni Sun

**** ***** ******, ***** *******, NY **366

acvljw@r.postjobfree.com 929-***-****

EDUCATION

Peter J. Tobin College of Business, St. John’s University, New York, NY Sept 2014-May 2016 Master of Science in Investment Management, GPA: 3.8 Delaware State University, Dover, DE Sept 2011-May 2013 Bachelor of Science in Finance and Banking, GPA: 3.8 Honors: Beta Gamma Sigma Academic Honor Society (Spring 2013), President’s List (Fall 2012), Dean’s List for College of Business

(Fall 2011 & Spring 2012), National Society of Collegiate Scholars (Fall 2011) Changchun University of Science &Technology, Changchun, CN Sept 2009-Jun 2011 Major in Financial Engineering

EXPERIENCE

St. John’s University, New York, NY Jun 2015-May 2016 Design & Construction Department, Budget Accounting Assistant

• Maintained committed budget by generating purchase orders, contracts, work authorizations and invoices up to 1 million dollars

• Communicated effectively with vendors via phone calls and emails dealing with open projects and follow-up payments

• Performed and examined payment reconciliation in Oracle and Access Database, then updated monthly project cost reports St. John’s University, New York, NY Sept 2015-Dec 2015 Student Managed Investment Fund, Member

• A hands-on experience of managing a portfolio by generating investment ideas, researching investment opportunities and making recommendations based on technical analysis with the tools in the Financial Information Lab

• The graduate fund is currently valued at about $1.46 million, and contains 24 stocks, 5 equity ETFs & 1 bond ETF

• Delivered second round presentation by our student analyst team to the St. John’s Investment Committee Sinatay Life Insurance Co., Ltd., Shanghai Branch, Shanghai, CN July 2013-Feb 2014 Actuarial Department, Product Pricing Associate

• Practiced pricing models for travel accident insurances through statistical analysis of scenario and stress test

• Edited insurance clause documents and advertising pages of 11 pre-release insurance products

• Collected and reported monthly competitors settlement rates to the department manager Lenovo China Co., Ltd., Changchun Branch, Changchun, CN Mar 2011-July 2011 Sales & Marketing Department, Product Promotion Assistant

• Won campus & city champion and participated in province-wide group presentation & on-air show of 2011 Lenovo Creative Idea Marketing Competition, and composed Lenovo Y-470 campus marketing promotion plan report based on topic of “Fun & Share”

• Assisted product manager in Y-470 campus marketing promotion plan landing

• Developed logistical analysis, teamwork and business communication skills in a Fortune Global 500 enterprise ACTIVITIES

2016 CFA Institute Research Challenge, Team member of 5-member “Team U” Oct 2015-Feb 2016

• Practiced equity research and valuation report for a financial firm using DCF in Equity and Comparable Companies Analysis

• Representing school to participate in the NY State competition with intensive training and mentoring in Financial Analysis 2015 ACG Cup Annual M&A Case Competition, Team member of 5-member “Team of Rock” Mar 2015-Apr 2015

• Analyzed and built M&A case plan using DCF/LBO/Comparable Companies/Comparable Transaction/Fundamental Analysis

• Analyzed and built final round buy-side case plan using DCF/LBO/Fundamental/Equity/Exit Analysis

• Won campus champion and participated in NY Metro case group presentation competition Ascend, St. John’s University Chapter, VP of Academics Jan 2015-Jan 2016

• Organized Ascend tutoring program to enhance for student member academic improvement and certificate preparation

• Led Ascend’s most popular business writing workshop series, fundraising events and communication practice boot camps COMMUNITY SERVICE

VITA Program of IRS and St John’s Bread & Life, Tax Assistance Volunteer Jan 2015-Apr 2015 Planning to Achieve Collegiate Excellence of NSCS, DSU Chapter, Youth Mentor Sept 2012-Dec 2012 Lianhua Primary School in Leshan County, Changchun, Volunteer Teacher Apr 2010 LANGUAGE/ SKILLS

Language Skills: Chinese (Native), Cantonese, Korean, French (Basic) Computer Skills: Proficient in Microsoft Office, Bloomberg, Morningstar, FactSet, Prezi, Oracle, Photoshop, C, VBA, S+



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