Alice Huang

*** *. *********** **, ******* Bar, CA 91765 • 909-***-**** • adan9l@r.postjobfree.com

EDUCATION

University of California, Berkeley: Bachelor of Arts in Economics, Minor in Education Relevant Coursework: Financial Accounting, Financial Economics, Statistics, Fundamental Investing May 2018 Awards: Berkeley Undergraduate Scholarship (2014-2018) Major GPA: 3.70 Certifications: Data Science: R Basics (HarvardX – edX) PROFESSIONAL EXPERIENCE

Vereco Finance Mission Viejo, CA

Leasing Analyst 10/2018 – Current

• Analyze historical financial data to generate cost proposals that contributed 10%-45% savings for clients

• Work closely with management to forecast quarterly capital revenue, cost, and profit

• Designed effective spreadsheets that improved and streamlined tracking and workflow processes between the operation and finance team

• Provide analytical support to lead operation team to implement new clients to the Vereco document service program

• Manage, maintain, and update asset database and documents on a regular basis Just Invest Berkeley, CA

Investment Analyst Intern 05/2017 - 09/2017

• Analyzed 28 investment products (mutual funds and ETFs) to identify relevant trends in scoring ESG (environmentally, socially, and governance) factors between MSCI and Sustainalytics

• Delivered and summarized major findings to CEO of the company

• Constructed interactive ESG investment models and charts by using Tableau Desktop

• Analyzed 9,000+ securities from Morningstar and MSCI ESG manager to use for client report and research reports Public Service Center Berkeley, CA

Program Assistant 07/2016 - 05/2018

• Provided administrative and logistical support to program coordinators, such as event planning and online data entry/management with Google Calendar, Excel, and Microsoft Word

• Assisted in coordinating and delegating trainings and meetings for public service programs by contributing relevant social justice knowledge and ensuring effective time use

• Promoted the 22 programs and 250 community organizations that the Public Service Center offers to 400+ incoming freshmen using PowerPoint presentation

Econosuperstore City of Industry, CA

Digital Marketing Intern 12/2016 - 01/2017

• Updated and maintained 2,500+ product listings via official online store and eBay listings

• Assisted in managing online brand and product campaigns to raise store awareness which increased revenue by 10% in one month LEADERSHIP AND EXTRACURRICULARS

UC Berkeley FLEJCON (Financial Literacy Economic Justice Conference) Berkeley, CA Executive Director 08/2016 - 05/2018

• Led a team of 16 people in organizing a conference that provided students with free financial workshops such as budgeting, tax, and retirement workshops for 300+ attendees

• Increased attendance by 50% by targeting local high school students and community non-profit organizations which resulted in the highest attendance rate

• Spearheaded an economic inequality panel that focused on exposing attendees to global economic inequality Undergraduate Instructor Berkeley, CA 08/2017 - 12/2017

• Taught an upper division course for 28 undergraduate students in understanding strategic tools in finance by using various financial models and valuations

• Prepared weekly PowerPoint presentations and held weekly office hours to provide assistance to students in need VITA (Volunteer Income Tax Assistance) Oakland, CA Volunteer Tax Preparer 02/2015 - 05/2015

• Completed 40+ tax returns with TaxWise and TaxSlayer Pro for low income-residents, which contributed to the $2.8 million total tax returns for the center

• Awarded “Best Volunteer” out of 23 volunteers, which was based on the highest number of completed tax returns and hours worked SKILLS AND INTERESTS

Technical: Proficient in Microsoft Word, Excel, PowerPoint, Taxslayer Pro, Tableau, Stata Language: Fluent in English and Taishanese. Intermediate in spoken Cantonese and Mandarin

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