Professional Experience Management

Location:

Posted:

September 24, 2016

Chenxi Bai (Chelsea)

EDUCATION

Brandeis University Waltham, MA

Master of Science in Finance (GPA: 3.25) 09/2014 – 12/2015

Tianjin University of Finance and Economics Tianjin, China

Bachelor of Management, Majored in Accounting (GPA: 3.37) 09/2005 – 06/2009

Honor: 1st Place in Graduation Thesis

CPA Eligibility

Passed all four parts of CPA exam (US) 01/2016 – 08/2016

CPA (China) 06/2014 – Present

PROFESSIONAL EXPERIENCE

CLSA Americas, LLC Boston, MA

Equity Research Intern 09/2015 – Present

Conducted research and competitor analysis for online advertising industry

Attended webinars and conference calls related to mobile advertising spend trends

Developed performance tracking methods for revenue forecasting for key online advertising companies

HLB International Tianjin, China

Senior Audit Associate 10/2009 – 06/2014

Led team to perform IPO audit and created audit manual for a commercial bank

Executed cross-border audits under GAAP/IFRS in manufacturing industry

Assessed internal controls by interviewing with executive management, performing walk-through tests, and documenting business processes

Improved team efficiency in audit testing by performing procedure assessment and process re-engineering

Led audit procedure and software training and supervised team members

Maintained client relationship by providing advice on financial statements consolidation and tax treatment

LEADERSHIP EXPERIENCE AND HONORS

Market Research Program, Enterprise Information Resources, Inc. Spring 2015

Initiated efficient data collection procedures and reduced team’s work time by 75%

Analyzed profitability and marketplace of different products and produced reports

Created PowerPoint presentations about market research methods and findings to executives

1st Place in Brandeis University 3-Day Startup Challenge Spring 2015

Contributed operation and financing strategies to platform construction

3rd Place in Brandeis University Stock Pitch Challenge Fall 2014

Led a team of five to compete with 10 other teams in equity research report and stock pitch

HLB Road Show in China: Fundraising on International Capital Market Fall 2010

Organized and participated in HLB International (France) presentation

SKILLS

Proficient in advanced MS Excel (PivotTable, VLOOKUP), MS PowerPoint

Research on Thomson One, Bloomberg, Morningstar, Capital IQ