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Data Analyst, Finance, Accounting

New York City, NY
October 13, 2020

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Julia Liu

*** **** **** ******, *** ***, New York, NY 10019 302-***-****


Fordham University, Gabelli School of Business New York, NY Bachelor of Science in Finance and Fintech, minor in Computer Science Aug 2019 – May 2023

• GPA: 3.8/4.0 Woolworth Award Dean’s List

• Relevant Coursework: Financial Accounting Private Wealth Management training (Envestnet) Statistics I, II Computer Science I Calculus I, II Machine Learning Algorithm and Data Structure PROFESSIONAL EXPERIENCE

Aflac New York, NY

Summer Hybrid Rotation & Sales Intern May 2020 – Present

• Acquire vital experience with Operations, Marketing, Financial Services, and IT departments via day-to-day interactions

• Recognize unique outreach leads, and develop innovative ideas to market Aflac’s product to potential clients

• Leverage Python to efficiently scrape start-up data from websites, and compile a list featuring more than 1000 companies Evoke Electric Motorcycles (HK) Ltd. New York, NY

Part-time Research Intern Apr 2020 – Present

• Orchestrate a data-backed, 14-page research on a potential collaboration company, including market overview, competitive and industry analysis to be presented in monthly managerial meeting

• Employ a linear regression model to predict the profitability of a company with input in oil price and projected sale

• Present an interactive dashboard via Excel, and use the above model to manage investment decision making 2019 NYC Emerging Case Competition New York, NY

Team Member Nov 2019 – Dec 2019

• Spearheaded a team of three in developing a growth strategy for a subsidiary company, as well as carrying out competitor analysis for an AR/VR incubator

• Formulated a matrix to identify new location for sub-company by taking operating cost, salary level, and the density of AR/VR talents and the research center into consideration

• Pitched a 15-page PowerPoint company growth plan to the competition committee, which included the company’s executive members, and received positive feedback

First Robotics Competition New York, NY

Team Lead Sep 2018 – May 2019

• Drove the implementation of a sporting robot in Python using official SDK that can perform operations such as moving, controlling, and shooting the ball; won 2019 Innovation in Control Award as a team

• Tasked with assembling and testing the robot to ascertain functionality in different conditions

• Accountable for having developed game strategies, and collaborated effectively with teammates to compete with teams around the world


Fordham Chinese Student Scholar Association New York, NY Public Relation President Sep 2019 – Present

• Boosted sponsor fees by 20% under COVID-19 by negotiating with over 30 sponsors from various industries

• Conceived a new management model, which successfully solved miscommunication problems and increased work efficiency Consulting Club New York, NY

Junior Board Member Sep 2019 – Present

• Strategized with board members regarding marketing campaigns, future events, and consulting workshops

• Oversaw multiple ongoing projects, ensuring that deadlines were reached on-time and within budget SKILLS, ACTIVITIES, LANGUAGES and INTERESTS

Computer Skills: Python, C++, entry level website design, Excel Events: Goldman Sachs 2020 Summer Insight Series Participant (selected from over 5000), Credit Suisse Discovery Bootcamp Participant, Bank of America Corporate & Investment Banking (GCIB) Webcast Series Certificate: NY Accident and Health Insurance Agent/Broker Exam Series 17-52, Bloomberg Market Concept Interests: Cooking, Part-Time Vlogger, Creative Writer, Gym Enthusiast--A Non-Typical Geek

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