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Microsoft Office Data Entry

Forest Hills, New York, 11375, United States
October 05, 2016

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**-** *** **, ****** Hills, NY 11375, Apt #2A 818-***-****


oMore than one year investment banking and commercial banking experience in acquisition and project financing.

oHands on skills preparing financial statements, including balance sheet, income statement and cash flow statement.

oStrong Excel, Word and PowerPoint skills, VBA and SQL programming skills.


Chesterfield Faring Ltd, (IB) New York, NY 10/2015-Present


•Review financial statements and create financial valuation model, including budget, forecast, DCF and LBO.

•Prepared pitch books, including regional economy valuation, demographic and gathering market comparative data.

•Supported senior supervisors to prepare due diligence report, project underwriting and project execution documents.

•Reach out to Chinese investors and contractors, conduct international conference call and management meetings.

•Wrote industry research report, LIHTC (Low Income Housing Tax Credit) and Top Ten Global Infrastructure Projects 2016, which has been posted on company website.

ABC Capital Corp Ltd, Fresh Meadows, NY 03/2015-07/2015

Commercial Mortgage Bank Trainee

Assisted VP with preparing and auditing loan application documents for loan borrowers, including loan request forms, 1003 system applications, operating statements and interest contracts

Analyzed borrowers’ credit information, including credit reports, owned real estate/mortgages, personal bank statements and liquid assets, operating budget or other detailed financial statements.

Created and made sure of the invoices, support part of accounting work.

Guangdong Jiaqijinhao Investment Co Ltd, Changsha Branch, Changsha, Hunan 02/2013-04/2013

Customer Manager Silver and Gold Spot Trading

Provided investment advice to customers, making customized investment plans for different customers in terms of their revenue and risk tolerance.

Guided customers on how to place trades through the trading system.

Built relationships with potential customers and maintained relationships with regular customers.

Standard Chartered Bank, Shanghai Zhongshan Park Branch, Shanghai 11/2012-02/2013

Assistant to Financial Analysis Intern

Conducted monthly and quarterly profitability analysis (ROA, ROE, Leverage Ratio) .

Assisted the Analyst with making adjustments to net income to arrive at free cash flows.

Responsible for data entry work.


Pepperdine University, Graziadio School of Business and Management Malibu, CA

Master of Science - Applied Finance (Mathematic Finance) 8/2014

Related Courses: Applied Data Analysis, Advanced Analysis Tool, Quantitative Business Analysis, Private Market, Valuation of Real Option, Derivative Contract, Risk Management, Financial Modeling, Equity Investment, Financial Management, Business Valuation, Mergers & Acquisition, Financial Accounting, Advanced Financial Accounting, Cost Accounting etc.

Hunan University Changsha, Hunan

Bachelors Degree - Major: Japanese, Finance 5/2013

Leader of Debate Team for the college of foreign languages


Technical: Proficient at Microsoft Office (Excel, Word, PowerPoint, Outlook) Argus, SPSS, DPL, VBA, SQL.

Language: Mandarin (native); English Japanese (fluent).

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