Financial Analyst Assistant

Yahan (Phyllis) Xie

************@*****.*** 719-***-**** 2357 Morningview Ln, Castle Rock, CO 80109 EDUCATION

Colorado State University – Pueblo – Pueblo, CO

Master of Business Administration Graduated: May 2019 Academic Honor: Pueblo Merit Scholarship (2014 – 2017) Relevant Courses: Accounting, Financial Policy Analysis, Valuation, Financial Statement Analysis, Advanced Statistics, Investment Analysis, Operation Management, Managerial Accounting, Derivatives, Management Information Systems Bachelor of Science, Economics Graduated: December 2015 Shaanxi Science and Technology University – Xi’an, China Bachelor of Art, Marketing Graduated: June 2015

WORK EXPERIENCE

Allied Millennial Partners, LLC– New York, NY August 2020 – October 2020 Financial Analyst Intern

• Perform company evaluation and provide investment advice based on calculation methods including WACC and DCF

• Test Efficient Market Hypothesis to examine auto-correlation and serial dependency of the target stocks, investing companies and market indices using R

• Conduct Test of Weak Form Efficiency by obtaining statistics and return distributions, constructing autoregression model, examine the seasonal effects over days of the week

• Conduct portfolio technical review using methodologies, including Comparable Company Analysis, Precedent Transaction Analysis, Discounted Cash Flow Analysis and Leveraged Buyout/Recep Analysis

• Draft reports and had presentations to management team on a weekly basis, to report the testing progress and issues DreamBigCareer and Kraft Heinz Business Consulting Program – Denver, CO October 2018 – January 2019 Financial Consultant

• Led a team of 5 and designed strategic solutions to broaden customer base, enter new market and increase profitability

• Conducted comprehensive analysis for Food and Beverage Industry, including market potentials, growth rate, customer segmentation, using BCG matrix, SWOT analysis, Porter’s 5 forces and PEST+C analysis

• Assessed the business model and market positioning of Kraft Heinz and its three main competitors by comparing key metrics, such as revenue, margin, registered users, monthly active users and customer acquisition cost

• Evaluated the advantages and disadvantages of various strategic options, including sale, strategic collaboration and M&A

• Researched and analyzed the O2O business model, and delivered final presentation to the clients, with detailed report Colorado State University – Pueblo: Hasan School of Business – Pueblo, CO June 2014 – July 2017 Teaching Assistant for Computer Information System Department

• Facilitated statistics classes for 30-40 students to improve their problem-solving skills, and provided academic support such as SPSS demonstration, IT system setup and presentation slides; assisted professor to develop class materials ACADEMIC & LEADERSHIP EXPERIENCE

Retail Industry Stock Price Simulation Project – Pueblo, CO May 2017

• Developed and enhanced models to forecast financial statements line items and stock prices of retail industry utilizing Discounted Cash Flow (DCF) method, including the analysis on risk profiles, operation status and company fundamentals

• Conducted comprehensive analysis on Retail Industry; analyzed pain points of transaction, payments, transportation, and logistics in the upstream and downstream of the industry

• Examined the profitability, solvency and asset performance to evaluate Starbuck’s overall performance Financial Statement Analysis on Nike – Pueblo, CO February 2016 – March 2017

• Performed in-depth data analysis and statistical tests to identify correlation, trends, outliers, variance and distribution pattern using advanced Excel skills, based on the data collected from Morningstar

• Established linear regression model to forecast sales and stock price based on earning, cash flow per share and dividends, with confidence internal for final valuation metrics (P/E, P/CF and EV/EBITA)

• Conducted sensitivity analysis on EBITA margin and EV/EBITA to derive implied price under different scenarios SKILLS, CERTIFICATE & ACTIVITIES

Computer Skills: Python, Tableau, R, SQL and Advanced Microsoft Office (Excel, World, PowerPoint) Certificate: CFA Level 1 Candidate, IBM Data Science Professional Certificate, SAS Interests: Programming, Debate, Traveling, Solving Puzzle Games

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