Financial Analyst

Jean Li

**** ******** *** ** ***** CA ***** Cell: 747-***-**** ***********@*****.***

SUMMARY

Provided financial modeling and operation research support to help corporate clients with key projects

Conducted due diligences spanning wide spectrum of industries and enhanced risk management

Contributed to capital placement structure designing and raised multimillion-dollar funds for clients

Reconciled massive account records in short time, thereby achieving success in unifying charts of accounts

Performed P&L reporting for internal use of cost control and slashed business cost by 30%

HIGHLIGHTS

Business and financial:

Accounting

Financial modeling

Data analysis

FP&A

Ad hoc analysis

P & L reporting

Trend analysis

Computer Skill:

QuickBooks

MS Excel

MS Word

MS PowerPoint

ERP

DPL

JMP

EXPERIENCE

Financial Analysis and Internal Administration October 2015-present

PRODIGY M&A GROUP - Culver City, CA

Conducted due diligence in multiple cross border capital placement projects

Designed investment teasers

Contributed to design of capital placement structure and legal file maintenance such as promissory note agreement, stock purchase agreement etc.

P & L reporting and cost analysis for cost control and business management

Financial Analyst

HERITAGE FINANCIAL PARTNERS - Culver City, CA October 2015-present

Built models and analyzed client trend related revenue fluctuation for data platform company

Statistic tracking and sales performance analysis

Analyzed key performance indications and financial ratios

Assist with real estate valuation project, created property location map and categorized all the appraisals

Bookkeeping accountant Intern March2015-May 2015

FORTANASCE CONSTRUCTION AND DEVELOPMENT- Altadena, CA

Payed checks to vendors and kept track of the payments in QuickBooks

Reconciled massive account records and cut the manager’s time in half

Payroll Assistant in Human Resource Department Intern June-August 2012

GENSCRIPT CO. LTD- Nanjing, Jiangsu, China

Managed employee archive and kept track of staff changes

Coordinated with recruiting group of HR department on deciding salaries increase or deduction, bonus payment and benefits.

EDUCATION

Master of Science in Applied Finance August 8th 2015

PEPPERDINE UNIVERSITY, GRAZIODIO SCHOOL OF BUSINESS AND MANAGEMENT-Malibu, CA,

Bachelor of Business Administration (Pharmaceutical Direction) July 2014

CHINA PHARMARCEUTICAL UNIVERSITY, PHARMACEUTICAL BUSINESS SCHOOL- Nanjing, Jiangsu, China

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