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Financial Analyst Engineering

United States
October 27, 2016

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**** ***** **. ***** ****, IN ***** 574-***-****


Indiana University, Kelley School of Business, Bloomington, IN June 2013 Bachelor of Science in Business, Finance

2017 CFA Level II Candidate

Passed CFA Level I exam on the first attempt with the highest score ranking (>70%) in all ten subjects. WORK EXPERIENCE

Northwestern Mutual Investment Services, LLC– Mishawaka, IN December 2014 – September 2016 Financial Planning

Obtained Series 6, 7, and 63 Certifications.

Estimated risks and expected returns for investment combinations and portfolios.

Executed security research and selection, asset rebalancing, and tax loss harvesting.

Performed ratio analysis on more than 200 financial statements and assets valuation with CAPM model.

Budgeted cash flows in financial models and performed scenario testing on uncertainties.

Evaluated mutual funds and compared funds to bench- marks such as the AMPAC fund and S&P 500.

Consulted with clients regarding government partnership policies and the related tax implications.

Managed over $350,000 in assets and produced over $45,000 in insurance premium sales, resulting in being ranked as the 4th highest-performing first year representative in the Indiana district.

Proficient in Excel, Nexus 360, Morningstar, and CRM, etc. Beijing Zhongrui Yuehua Engineering Construction & Pricing Consulting Company Shenyang, China/South Bend, IN July 2013 – August 2014 Financial Analyst

Developed and coordinated company strategic plans, and assisted FP&A directors with decision making and monthly reporting.

Estimated the cost structure of investments, interest expenses, and Weighted Average Cost of Capital

(WACC) in order to calculate Net Present Value (NPV) and Internal Rate of Return (IRR).

Reviewed financial statements, performed ratio analysis to detect inefficiencies, participated in cost saving initiatives, and increased efficiency by working with operating departments.

Compared horizontal common-size financial statements to define trends within the company and benchmark against peers.

Evaluated business strengths and risks based on Porter’s Five Forces Analysis. Beijing Zhongrui Yuehua Engineering Construction & Pricing Consulting Company Shenyang, China/Bloomington, IN June 2011 – July 2012 Intern, Financial Analyst

Utilized SAP and ad hoc models to review, analyze, and evaluate financial data and information for accuracy, consistency and transparency.

Calculated asset residual values in order to evaluate equipment updating strategy. SKILLS

Quantitative analysis: Hypothesis testing, standard deviation, sampling, probability distribution, etc.

Ratio analysis: Perform analysis on activity ratios, liquidity ratios, solvency ratios, and profitability ratios.

Mandarin: Speak native Chinese language; able to connect on emotional, logical, and business levels.

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