Financial Analyst Data

Jian Zhou

Phone: 206-***-**** Email: ***********@*****.***

Address: **** **** *** ******, *** Angeles, CA 90005 CAREER OBJECTIVE

Jian Zhou is actively looking for a full-time position in business financial analyst field. EDUCATION BACKGROUND

06/2018 – 06/2019 FIDM Los Angeles, CA Master of Business Administration GPA 3.82 (Honor Roll)

09/2016 – 12/2017 FIDM Los Angeles, CA Bachelor of Science Business Management (B.S.) GPA 3.69 (Honor Roll)

09/2015 – 09/2016 FIDM Los Angeles, CA Associate of Merchandise Marketing GPA 3.85 (Honor Roll)

09/2012 – 06/2015 Seattle Central College Seattle, WA Associate of Business Administration GPA 3.7

WORK EXPERIENCE

08/2019-Present Bardi Co. Los Angeles, CA

Bardi Co. is a transnational boutique investment bank offering conflict-free services to middle market companies in a variety of industries.

Job title: Full time, Financial Analyst Internship

• Analyzed companies and reviewed financial statements to support Deals team; coordinated and tracked key initiatives and objectives; conducted preliminary due diligence; (key investor clients’ and prospects’ profiles, competitor and market intelligence, research on risks and opportunities across different industries).

• Utilized databases and available resources to conduct research on various industries and subsectors.

• Prepared materials to support Deals team (Pitchbooks, Investors Lists, Teasers, and Offering Memorandums).

• Built multiple Financial Models (DCF, CCA, Comparable Transaction Analysis, and Merger-Model).

• Calculated annual returns for publicly-traded REITs to be used in the multi-strategy approach adopted by the Bardi Capital Management (BCM) Fund.

• Assisted the Deals team with day-to-day operations. 01/2018 – 06/2018 EPTM. Los Angeles, CA

EPTM. is a streetwear brand and specializes in producing men’s tracksuit. Job title: Full time, E-Commerce Analyst /Customer Support Coordinator

• Created a sustainable business plan that increased by 10% ROI and created weekly and monthly reports for upper management team

• Managed and monitored product inventory for E-Commerce and implemented online shop appearance based on marketing strategies.

• Optimized inventory level, structured online sales marketing strategy with an emphasis on customer retention.

Job Achievement: Self-taught how to code and rebuild the company’s ecommerce website within one week to tailor to more customer’s need. Self-taught to use Google Analytic to track customers’ behaviors to tailor brand short-term and long-term strategies.

01/2017 – 03/2017 M.i.h Jeans Los Angeles, CA

Job Title: Part-Time Internship, eCommerce/Logistic Intern

• Maintained organization of the showroom and assisted in the development and execution of plans, events, and activities.

• Greeted accounts before meetings and managing the Sales and PR samples.

• Assisted with the coordination and development of the databases and conducted research requested by the Sales team.

01/2017 – 03/2017 eMproduction s Los Angeles, CA

Job Title: Part-Time Internship, Showroom Assistant/Accountant Assistant

• Assisted the accountant with daily tasks and created Financial Excel spreadsheets.

• Analysed and compared facts/figures in additional to forecast further income and expenses.

• Coordinated sales team, organizational and administrative tasks in addition to merchandised showroom, shipped and unpacked/steamed samples.

Job Achievement: I assisted formal accountant for reconciliation for account payable and account receivable and convinced her to transit the business management method to excel from traditional management method, paper and pens. PROJECT EXPERIENCE / VOLUNTEER EXPERIENCE/ OTHER ACTIVITIES June 2019 Analysis of investment in Emerging market Los Angeles, CA

• Conducted a thesis paper on Chinese Investment in specified emerging markets based on their recent strategies and FDI flows and FDI stocks.

April 2019 Financial report analysis Los Angeles, CA

• Analyzed MircoSoft past 5 years financial performances and give recommendations based on financial statements and market research reports.

March 2019 Case study and financial modelling Los Angeles, CA

• Conducted an in-depth case study analysis and built financial forecast models according to various costing theories.

Oct 2014 – May 2015 DESC (Downtown Emergency Service Center) Seattle, WA Community Volunteer

SKILLS

• Computer Skills: Microsoft office (word, ppt, excel), SQL, Tableau.

• Language Skills: Native in Mandarin & Cantonese/Efficient in English

Contact this candidate