Financial Analyst Data

Miao Shi

Newark, NJ 213-***-**** adk2qi@r.postjobfree.com

LinkedIn:linkedin.com/in/miao-shi-efficiency/ GitHub: github.com/ShirleyLoss AngelList: angel.co/u/miao-shi-2 TECHNICAL SKILLS

● Proficient: Python, Pandas, Numpy, Matplotlib, SQL, PostgreSQL, VBA, Git, Slack, Jupyter, UNIX

● Exposure: Java, JavaScript, R, SPSS, Maple, C++

PROFESSIONAL EXPERIENCE

Sedgwick CMS Financial Analyst Parsippany, NJ May 2019 - Present

● Built financial models and developed code files for automating update reports using Python and VBA, saving more than 100 hours of work per month.

● Managed the day-to-day Order to Cash reporting and analytics using SQL, Excel and VBA, assisting in dozens of reports on initiatives and projects that drive and report continuous improvement.

● Performed analysis of financial and operational results across all levels within the organization using SQL, VBA, Excel and Access supporting strategic initiative for thousands of clients’ data. Daton Securities Equity Research Analyst Beijing, China May 2016 - Jun 2016, Oct 2016 - Dec 2016

● Built time series model (ARIMA) and regression model to analyze stocks data and predicted the prices of next quarter via Python and R, published weekly financial analyses article.

● Drafted equity research reports for covered companies based on research of the macro-economic trend

● Closely tracked individual stocks and provided buy/hold/sell recommendation on the covered equities

● Performed corporate valuations and acquired knowledge in quantitative aspect of hedge fund EDUCATION

Master’s in Electrical Engineering (Financial Engineering), University of Southern California Jan 2017 - Dec 2018

● Relevant Coursework: Introduction to Programming System Design, Financial Analysis and Valuation, Risk Management, Machine Learning

Bachelor’s in Applied Mathematics, Capital University of Economics and Business Sep 2012 - Jun 2016

● Relevant Coursework: Time Series Analysis with R, Multivariate Statistical Analysis, Mathematics Software Application

PROJECT WORK

COMPANY CASE ANALYSIS Team Leader Jan - May 2018 Analyze for the purpose of fundamental research, strategic analysis, transactions including IPO, merger and restructuring.

● Leveraged discounted cash flow (DCF) analysis, market multiples approach, and transaction-based approach to perform valuation for public and private firms for purpose of fundamental research, strategic analysis, transactions including IPO, merger and restructuring.

● Analyzed key aspects of financials and conducted valuation to effectively manage the enterprise.

● Conducted research via a broad range of sources, synthesized and improved the quality of collected information.

● Applied valuation in a global context with consideration of international markets, economics, social and cultural issues.

LEADERSHIP + AWARDS

Founder and President, CUEB Consulting Association Sep 2014 - Jun 2016 Series 3 Certification Apr 2019

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