Financial Analyst

Evelyn Shi

San Diego, CA 951-***-**** *************@*****.***

PROFESSIONAL EXPERIENCE

Joblogic-X San Diego, CA

Financial Analyst August 2023 – August 2024

• Member of a consulting firm specializes in financial advisory services; provided valuation and financial modeling support

• Built detailed three-statement model including revenue and cost structures based on ad rates, user count and fill rates

• Participated in multiple discussions with the management to understand the valuation target and recent performance

• Built comprehensive discounted cash flow and comparable company models to evaluate capital-raising alternatives for clients

• Collaborated with management team to understand valuation targets and recent financial performance

• Executed research and analysis to support development of financial reports and presentations for clients High-Tech Focused Venture Capital Fund Beijing, CN Senior Investment Analyst June 2020 – July 2022

• Member of a venture capital fund to invest in innovative projects; responsible for due diligence, financial modeling, research and portfolio monitoring for the fund

• Conducted extensive diligence on investment targets including viability analysis of underlying technology, business operations, financials and business plans

• Created detailed financial model to evaluate companies’ growth trajectory, cash flow generation ability and potential valuation

• Drafted research reports highlighting investment theses, risks and follow-up diligence requests

• Presented to local governments on the diligence findings and uses of investment proceeds to support investment approval

• Development relationships with stakeholders including innovative corporations, government representatives and consultants Selected Project Experience

• $70mm equity investment in a regional lithium battery supplier for electric vehicle o Performed bottom-up analysis of company’s financials to build out long-term profit and loss of the planned manufacturing facility to understand the breakeven and ramp-up period for the facility o Led multiple on-site diligence sessions with the management team to understand the development timeline for the plant and research efforts to innovate the existing battery technology o Liaised support from local municipal to gain support and subsidies for the project o Participated in on-going portfolio monitoring of the investment including monthly financial review, KPI tracking and regularly visits to ensure the progress of the investment Single Family Office Beijing, CN

Analyst June 2015 – June 2020

• Member of a single-family office focused on equities market and commodity investments; responsible for fundamental analysis on equities across sectors, fund finance and operations, and client relations

• Conducted industry-level analysis to identify catalysts from market environment, regulatory changes, competitive dynamic shift and the relevant impacts on various industries

• Co-managed an investment portfolio consisted of public equities, fund investments and treasury alongside senior analyst

• Performed daily trading executions, investment analysis and portfolio rebalancing on the investment portfolio

• Led operational efforts including investor relations with clients, fund declaration and filings and regulatory approval process EDUCATION

University of California, Riverside Riverside, CA

M.S. in Finance Graduated: December 2023

Coursework: Corporate Finance, Financial Management, Derivatives & Asset Pricing, Investments & Portfolio Management, Fixed- income Security & Market, Statistics, Econometrics North China University of Technology Beijing, CN

B.S. in International Economy and Trade Graduated: July 2015 Coursework: Money and Banking, Financial Management, Accounting, Management of Financial Risk, Econometrics, Statistics Leadership: Participated in the IDEA-BFSU International British Parliamentary Debate Championship in 2013 and 2014. SKILLS & INTEREST

Skills: Financial Reporting, Financial Forecasting, Data Visualization, Data Analysis, Market Research, Financial Modeling, SQL, VBA, Tableau, Power BI, Microsoft Office Suite, Mandarin

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