Sales Service

Meng (Livia) Wang

* ***** ****, *** ****, Jersey City, NJ 07310 504-***-**** ***********@*****.***

CPA Candidate (Passed All Exams) CFA Level III Candidate

EDUCATION

Tulane University, A. B. Freeman School of Business New Orleans, LA May 2016

Master of Accounting, GPA: 3.96

Bachelor of Science in Management, Major: Finance; Minor: Mathematics and Marketing, GPA: 3.86

Honors: Magna Cum Laude; Founder’s Scholarship; TABA Community Service Award; Dean’s Service Award; Dean’s List (all semesters); Lepage Fellow

Activities: Finance Tutor; Technical Aide in Media Service Office; Freeman Consulting Group Contest

Courses: Investment Banking; Cases in Valuation; Aaron Selber Alternation Investment; Financial Statement Analysis

WHU, Otto Beisheim School of Management, Study Abroad Program (Germany) Fall 2013

RELEVANT EXPERIENCE

New Orleans Business Alliance New Orleans, LA Finance and Operation Analyst June 2015-August 2016

Initiated a report with Pro Forma calculation and detailed cost-benefit analysis to determine the three most suitable revenue generating services out of 15, which increased the organization's private funding sources by 3%

Researched and analyzed financial and operational data on 100 EDOs, which improved operational efficiency by 5%

Organized and inputted 1,500 contacts and developed a new contact tracking system in the Customer Relationship Management software

Darwin Fenner Managed Fund New Orleans, LA Student Managed Fund Analyst January 2015-May 2015

Invited to honors seminar to manage a $3.75 million portfolio, and covered S&P 500 Consumer Discretionary sector

Conducted quantitative, including relative valuation and regression, and qualitative analysis on 85 stocks

Recommended two stocks, and performed risk analysis on suggested portfolio to satisfy the goal of outperforming S&P 500 Index with minimal risks and the objective of long-term investing

Burkenroad Reports New Orleans, LA Equity Research Analyst August 2014-December 2014

Published a 32-page research report on Globalstar Inc. (GSAT/NYSE), and forecasted a 12-month target price

Applied Porter’s Five Forces to analyze company’s customers, competitors and suppliers

Built multiple financial models, including discounted cash flow model, asset-based model, and comparable model, to estimate a range of fair value

OTHER PROFESSIONAL EXPERIENCE

Raw Republic Juice New Orleans, LA Finance and Accounting Intern June 2015-August 2015

Established procedures to order inventories in time, and optimized POS system, which saved 1% of monthly costs

Analyzed and graphed the two-year sales data in Excel to define the sales trend and then created sales budget

Used QuickBooks to build customers' files, create invoices and record transactions

Above the Fold Long Island City, NY CEO Assistant May 2014-July 2014

Organized full-year expense records for financial and tax reporting, and proposed final pricing on different services

Performed SWOT analysis and revised presentation decks for three clients during construction bidding process

Reviewed 50 RFPs, RFQs, and Leads a day, and prepared summaries on potential projects for six clients

LEADERSHIP

Tulane Toastmaster Club New Orleans, LA President May 2015-May 2016

Prepared and organized weekly meeting, and supported the needs of members, which increased the attendance by 30%

Initiated the club yearly master plan including financial budgets, education programs, and marketing strategy

Tulane Chinese Students and Scholars Association New Orleans, LA Chair of Activity September 2012-May 2013

Arranged performance and dinner for Mid-Autumn Festival and Spring Festival parties, usually attended by 500 people

Planned organization’s first graduation ball in Spring 2013, and coordinated with different teams during the ball

CERTIFICATIONS/SKILLS

Certifications: Completed Bloomberg Market Concepts and Bloomberg Essentials; Microsoft Excel Specialist

Language: Native Chinese; Fluent English; Basic German and Japanese

Skills: Proficient with Microsoft Word and PowerPoint; Time Management, Communication, Team-Player, Self-Initiative

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