Jiaxi (Jay) Wu
San Jose, California 95112
Cell: (831) ***-****
I’m an open-minded and self-motivated individual who is also friendly and patient towards others. I always attempt to achieve the highest quality of work and customer/colleague satisfaction.
Proficient with Microsoft Excel(Functions, Pivot Table, Vlookup), Word, PowerPoint, Outlook
Strong written and oral communication skills
Excellent mathematic skills
Excellent customer service skills
Knowledge of Investment Portfolio Management
Working knowledge of SAP
Bachelor Degree of Science (Finance), San Jose State University August 2012-May 2016
1.The Complete Financial Analyst Course(Financial Modeling & Accounting Concepts) – In Progress
June 2016 - Present: Accounts Receivable Specialist at Delta Products Corporation
AR collection & reconciliation
Customers account set up credit review
Daily checks deposit, cash application
Weekly wire payments posting
Monthly cash forecast
Provide internal and external audit support
May 2015 - April 2016: Accounting Intern at Vincent Chong CPA
Bookkeeping: Journal Entry of Bank Statement Expenses
Payroll, Income Tax Return data entry
Payment set up
Federal/State payroll taxes reconciliation
Investment Analysis- learned to compose a diversified stock portfolio with optimized risky assets and returns by using historical data of selected companies.
Relevant Course Work
Principles of Macroeconomics and Microeconomics
Financial Accounting, Managerial Accounting
Financial Institution and Markets, Financial Management Theory and Policy, Investment Analysis, Selected Topics in Business Finance (Valuation), Portfolio Management, Commercial Banking
Fluent in English, Cantonese, and Mandarin –reading, writing, typing
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