JIANGXIA LI
*** * ***** **, *** York, NY ***** 315-***-**** ************@*****.***
EDUCATION
Martin J. Whitman School of Management, Syracuse University Syracuse, NY Master of Science in Finance, GPA: 3.5/4.0; GMAT: 710 Aug.2014 – May.2016
• US$7,500 Enrollment Scholarship of Whitman School of Management Jan.2014
• US$1,000 Scholarship of Whitman School of Management Jan.2016 Chartered Financial Analyst® (CFA) Program
Level III Candidate, Level II passed
Beijing Normal University, Zhuhai Campus Zhuhai, China Bachelor of Economics in Finance, GPA: 3.7/4.0 Sep.2010 – Jun.2014 Second-Prize University Scholarship (Top 10% of class), Excellent Graduate Student (Top 10% of class) WORKING EXPERIENCE
Finance Office of Pinghu County, Longgang District Shenzhen, China Accounting Intern May.2015 – Aug.2015
• Reviewed more than 600 expense claims and processed with payment requisitions and corresponding bills.
• Prepared 150 expense vouchers and bank reconciliation at monthly ends.
• Conducted intelligent decision leveraging NPV and IRR data analysis on highway expansion projects. Shenzhen Huabang Investment Management Company Limited Shenzhen, China Finance Intern Apr.2014 – Aug.2014
• Performed due diligence on Shenzhen New Element Medical Technology Development Co., Ltd and Anhui Jinruixiang Hair Products Co., Ltd.
• Involved in the IPO of Shandong Taipeng Nonwovens Co., Ltd (832076), which finally successfully going public through new three board.
• Interviewed and met with company’s technology experts to obtained market and product intelligence.
• Assisted the manager in evaluating the company’s enterprise value using EBITDA and market approach methods and then compared with peer companies to evaluate performance of company.
• Helped to draft and revise research analysis report to the investment committee for further approval. Shenzhen Delimei Trading Company Limited Shenzhen, China Accounting Intern May.2013 – Sep.2013
• Verified the 2nd quarterly financial report and prepared the 3rd quarterly pro forma financial statements to evaluate the company’s performance.
• Inspected monthly financial statements, examined journal entries, G/L reconciliations and inter-company transactions using QuickBooks; made adjustments and reported to the CFO of 15 clients monthly.
• Kept book every month, processed online payroll and distributed check, and generated profit & loss report for 58 clients each quarter.
• Used DuPont analysis to measure the company’s operating efficiency, asset use efficiency and financial leverage and then put forward a plan that reduced the next quarter’s cost by about 8%.
• Identified internal control problems and proposed a report that made the efficiency enhance by 10% The Agricultural Bank, Pingdi Branch Shenzhen, China Finance Intern May.2012 – Aug.2012
• Utilized financial skill and communication skill by presenting benefit and risk of financial products to ten customers; successfully helped them outperformed market by 10%.
• Examined the documentation of personal mortgage loan and helped the team successfully provide 40 loans with the total amount of 3.2 million.
COMPETITION EXPERIENCE
Financial Modeling Competition of Whitman School of Management (Third Prize) Apr.2015 Team Leader
• Build a Portfolio Selection Model to help user select the optimal portfolio based on user’s preferences. The model will give some recommendation through analyzing the stock’s prices, security return statistics and probability of loss.
• Assigned tasks to team members based on their unique advantages and organized weekly meetings. Stock Pitch Competition of Whitman School Management (Second Prize) Nov.2015
• Provided financial analysis on Target Corporation using Bloomberg Terminal and Capital IQ data.
• Completed evaluation report with performance forecast through DCF, APV and Trading Multiple. OTHER ACTIVITIES
The 26th Universiade Shenzhen Aug.2011-Sep.2011
Active Volunteer Shenzhen, China
• Provided guide service for foreign delegations from airport to hotels.
• Completed administrative tasks assigned by management team. SKILLS AND PERSONALITIES
Language: English, Mandarin, Cantonese
Computer: Microsoft office, SPSS, Financial Modeling, R Project, VBA, QuickBooks, Photoshop Analysis: Monte-Carlo simulation, Multiple Regression analysis, Time Series analysis, Fundamental analysis