Financial Analyst

Mengyao Chen

***** ***** ***. ** ***********, WA 98072

917-***-**** *********@*****.***

Financial Analyst

Detail-oriented recent graduate with expertise on accounting, finance, budgeting, economics, statistics and data analysis. Over 2 years’ experience in Finance with strong quantitative and analytical skills.

Advanced level in Excel and Access

Tableau, Powerpoint, R, MatLab

2+ years’ experience in MySQL

CFA Candidate

Education

M.S. Quantitative Economics, GPA 4.13/4.0, Yeshiva University, New York (September 2016)

B.S. Economics, Major in Finance, GPA 3.78/4.0, Nankai University, China (2011 – 2015)

Finance and Econometrics, GPA 4.0/4.0, Victoria University of Wellington, New Zealand (2013)

Experiences: Teaching Assistant, Macroeconomics and Principle of Economics /Vice President, Golden Finger Investment Club / Financial Commentator, Financial Innovation Forum /Fellowship, Merit Student and Outstanding Leader

Coursework: Corporate Finance / Accounting / Financial economics / Statistics / Mathematics / Investments

Master’s Thesis: Sovereign Debt Crisis and Output Fluctuations in Greece

Bachelor’s Thesis: The Relationship between RMB Exchange Rate and Stock Price Based on VAR-MEGARCH Model

Professional Experience

DecorMatters.com, Inc., Milpitas, CA 06/2016 – 08/2016

Financial Planning and Analysis

Monthly analyzed operational data by regions and built plans to expand operation and improve profitability

Reported and updated budgeting and rolling forecast to deliver predictable revenue growth

Performed revenue and expense trend analysis and illustrated financial trends based on spreadsheets, charts and graphs to drive the business forward

BZCQ Capital-Hedge Fund, Shanghai, China 06/2015 – 08/2015

Financial Analyst

Created the financial spreadsheet models to analyze the historical revenue performance of over 500 companies to improve investment performance

Analyzed the corporate finance activities based on financial modeling, valuation, sensitivity and scenario analysis and assessed the profitability, solvency and stability of the company

Developed comprehensive financial analysis reports, abstracts, charts and graphs to identify trends and forecast

Created and delivered presentations to provide recommendation on investment and guide investment strategies

Expanded the knowledge of New OTC Market by performing quantitative analysis, analyzing industry research reports and participating roadshows

Guotai Junan Securities Co. Ltd., Wenzhou, China 06/2014 – 09/2014

Analyst

Developed the accuracy and availability of financial data by updating and analyzing data timely, tracking daily market trends and using technical analysis and forecasts

Improved the company’s reputation by drafting materials including press releases, presentations and speeches

Industrial and Commercial Bank of China, Wenzhou, China 12/2013 – 03/2014

Wealth Management Analyst

Analyzed market position of the bank and its financial status by using Asset and Liability Analysis, Du Pont Identity, SWOT model and liquidity assessment

Tracked monthly analysis of comparative profits and reviewed past performance on different portfolios

Enhanced competitiveness of the commercial bank by analyzing and reporting the influence of emerging wealth management products from Internet Finance on traditional financial products

Increased the profit for private investors by recommending risk assessment and developing portfolio based on each investor’s risk preference and multiple options

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