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Word, Powerpoint, Excel, Financial Analyst, VBA, SQL, SAS, Audit

Agoura Hills, California, United States
October 08, 2016

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**** ******* **., ****** *****, CA, 91301



Pepperdine University, Graziadio School of Business and Management Malibu, CA Master of Science in Applied Finance, Investments GPA: 3.56/4.00 August 2016 Southwest University of Science and Technology, School of Economics and Management Sichuan, China Bachelor of Management, Accounting GPA: 3.73/4.00 June 2014 Honors & Awards:

• Excellent Graduate of Sichuan Province, 2014 (Top 1%)

• National Scholarship, 2012 (Top 0.18%)

• Outstanding Student Award, 2011, 2012 & 2013 (Top 1%)

• Honorable Mention for Academic Performance, 2011, 2012 & 2013; Technology Innovation Award, 2012- 2013; Excellent Student Cadre & Excellent League Member, 2011 & 2012; Ethics Award, 2011-2012 PROFESSIONAL QUALITIES

Computer Skills

• SPSS, VBA, SQL, SAS, Word, Excel (VLOOKUP, Pivot Table, What-if, and Solver) and PowerPoint, DPL, UFIDA, Visual FoxPro and KIS

Accounting Skills

• Qualification Certificate of Accounting Computerization and Certificate of Accounting Professional RELEVANT FINANCE COURSEWORK

Quantitative Business Analysis – Regression, Linear, Solver, SPSS April 2016

• Performed regression modeling, linear programming, residual analysis and outlier screening in excel to forecast future sales based on historical data

• Applied solver and what if analysis to complete optimization analysis

• Developed Payoff Matrix and Decision Tree to achieve decision analysis

• Employed SPSS for credit prediction and scoring models Financial Modeling – VBA Modeling (function and procedures), Pivot Table, Valuation June 2016

• Programmed VBA programming to model an amortization process with prepayment

• Applied Combo Box to display different Yield Curves with given data and calculated Bond value

• Used pivot table to group data and analysis returns of stocks

• Performed a complete valuation process, including fixed asset, depreciation, debt and mortgage analysis Finance - Business Valuation, CAMP Model December 2015 Ford Co. Group Project

• Forecasted of the expected Free Cash Flows generated by the company over the next of five years

• Applied CAPM model to estimate the cost of equity

• Calculated of the Weighted Average Cost of Capital (WACC) of Ford Co.

• Discounted Free Cash Flow by using WACC as discount rate to get the value of the firm

• Developed a satisfied forecast value of Ford Company EXPERIENCE

Ruihua Certified Public Accountants Ranked #1 locally in China Chengdu, China Assistant Auditor, Intern July 2013 – March 2014

• Processed reconciliation in three auditing projects including cash, sales expenses, administration expenses, financial expenses, as well as subjects of short-term/long-term borrowing and lending in excel

• Analyzed financial data by using Sort, Filter, Pivot Table, and Conditional Formatting

• Conducted bank confirmation processes and enterprise confirmation processes

• Adjusted Trial Balance with above-mentioned accounts and guarantee the validity of Articulation CITI Bank Co., Ltd., Beijing, China

Trainee, Citibank Young Talent Program March – May 2015

• Participated in three training modules -Wealth Management, Comprehensive Capacity and Teamwork Project

• Projected wealth management for customers based on their individual situations and goals, such as retirement planning, children’s education planning and investment planning

• Trained skills of building relationships with customers

• Received customers and recommended them with customized investment products Waddell& Reed, Inc. Sherman Oaks, Los Angeles

Financial Advisor Intern June 2016-Present

• Got basic trainings about financial advisor, such as equity & fixed income, open & closed end funds, insurance, annuities, tax triangle and investment portfolio

• Finished projects and financial researches, such as fundamental analysis for NYSE and NASDAQ companies

• Researched on mutual funds and analyzed their NAVs and expected returns

• Implemented regular advisor process for clients including understanding their requirements, identifying their financial goals, and assigning appropriate strategy to them

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