Risk Management Financial Modeling

SHANE (XINTONG) DONG

314-***-**** Saint Louis, MO (willing to relocate) ad5yeh@r.postjobfree.com

EDUCATION

OLIN BUSINESS SCHOOL, WASHINGTON UNIVERSITY IN ST. LOUIS, St. Louis, MO December 2023 Master of Finance - Quantitative Track (STEM)

• GPA: 3.78/4.00

• Relevant Courses: Forecasting & Risk Analysis, Quantitative Risk Management, Advanced Derivatives MONASH BUSINESS SCHOOL, MONASH UNIVERSITY, Melbourne, Australia October 2022 Bachelor of Finance

• GPA: 3.46/4.00

• Relevant Courses: Financial Accounting, Corporate Finance, Financial Modeling, Data Analysis for Business PROFESSIONAL SKILLS

• Industry Skills: Financial Modeling, Accounting, Financial Reporting, Strategic Planning, Credit Risk Analysis

• Technical Skills: Python, SQL, Tableau, Excel (Macros, VBA, Pivot tables), Power BI, MATLAB, Word, PowerPoint

• Communication: Strong written and oral communication skills, adept in presenting complex financial data and insights

• Certifications: Financial Risk Management (FRM) Level I passed EXPERIENCES

African American Women Trucking Association, Atlanta, GA April 2024 – Present Fundraising and Development Intern

• Supported financial planning and budget management for three women empowerment-themed fundraising events by optimizing fund allocation using Excel formulas and functions (VLOOKUP, SUMIFS, Pivot tables)

• Researched and crafted grant proposals, establishing connections with a targeted group of sponsors and donors to pave the way for future fundraising endeavors, and successfully raised $5000 for AAWTA’s annual gala as a result Wells Fargo Advisors Center for Finance and Accounting Research, St. Louis, MO August 2023- December 2023 Portfolio Analyst— Hill Investment Group

• Created over 1000 lines of VBA code to determine the percentile rankings for each stock across the various signals and gave the client a flexible and dynamic solution for rebalancing and moderating their portfolio

• Calculated cumulative return for more than 1000 stocks using Python and exported the result on an Excel sheet

• Created heatmaps to visualize coefficient between lag return and forward return using Python based on research about short- term reversal and momentum on a cross-functional team

• Classified financial data with SQL and designed standardized templates in Excel, which improved the efficiency for the comparison against our asset investment criteria, saved the time taken for initial screenings by 20% CHINA GREAT WALL SECURITIES CO., LTD., Beijing, China June 2021 - August 2021 Investment Banking Intern

• Spearheaded the analysis and reporting of investment projects exceeding $5M with Excel financial modeling techniques, such as valuation and sensitivity analysis to improved investment decision-making accuracy by about 15%

• Streamlined bond issuance reporting for 30 companies through the design and implementation of data visualizations with Tableau and Excel pivot tables, and cut report generation time by about 20% and improved data comprehension for senior management decision-making

• Communicated with an agricultural tech company onsite using deep primary market knowledge (IPO, Valuation & Pricing), for 10 hours and advanced the process of issuance deal closure of a $1M bond KKI CAPITAL, New York, NY January 2021 – February 2021 Finance Intern

• Enhanced investment strategies by orchestrating the analysis of investment projects valued at over $5M, utilizing advanced Excel for financial modeling and critical valuation tasks, which resulted in a 10% increase in portfolio performance

• Assisted in the development and maintenance of financial models to support budgeting, forecasting, valuation of investment projects and long-term strategic planning with Excel functions (MATCH, XLOOKUP, INDEX)

• Developed comprehensive financial models, using valuation techniques including discounted cash flow analysis, for clients that identified key areas of concern and recommended actionable insights ACTIVITIES

• Active member in Olin WAM (Wealth and Management) Club

• Enhanced student outcomes by 10% through strategic TA leadership in finance courses

• Avid musician with proficiency in electric guitar, piano, and drums

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