Financial Analyst

Hui (Vivienne) Zhi

Dallas, TX 517-***-**** **********@*****.*** linkedin.com/in/hui-zhi-vivienne/ EDUCATION

The University of Texas at Dallas August 2017 - May 2020 M.S. Finance & M.S. Business Analytics 3.75/4.0

Michigan State University August 2012 - May 2016

B.A. Finance 3.47/4.0

BUSINESS EXPERIENCE

Titus Industrial, Dallas, TX. February 2020 - Present Financial Planning & Analysis Analyst

• Collected and compiled various datasets from NetSuite and performed bottom-up analysis on operating expense, fulfillment schedule, and inventory valuation, made recommendations to upper management

• Supported the Accounting team in preparing various documents to meet ad hoc customer requests. Reconciled monthly financial statements to support the month end close process

• Instituted invoicing and collection process, analyzed customers’ weighted average days of collection and AR balance weekly to bring 90+ days past due balance from 40% to 22%

• Worked with the Logistics team in keeping track of daily inventory fulfillments and receiving activities. Trued up 65% of on hand inventory. Performed weekly inventory allocation to support faster inventory fulfillments

• Participated in the wind-down plan and liquidation cash flow model, prepared and analyzed cash receipts, operating cash and bankruptcy disbursement schedule. COSCO Shipping Lines (North American) Inc., Houston, TX. July 2016 - June 2017 Accounting/Financial Analyst - Financial & Accounting Division

• Supported Accounts Receivable department collection duties. Cleared 70% 90+ past due, maintained main clients’ accounts balance showing past due no more than 60 days, reduced 500k potential write-offs by analyzing customer paying behavior

• In charge of over 200 clients, responsible for weekly open balance reports. Generated financial statements, recorded checks, and wire transfer history

• Acted as the point of contact to communicate with the team at headquarters to give companies, investors, and regulators confidence in the validity of financial statements; cooperated with internal audit team to adapt the transformation during the merge

Imperial Valley Economic Development Corporation, San Diego, CA. June 2015 - August 2015 Business Development Intern

• Assisted in strategic business plans for potential clients, based on communications with cooperative partners

• Hosted global receptions and tour trips for major clients in financial services, interpreted back and forth communications and translated all types of documents with foreign investors

• Originated 2 deals and accomplished 2 contracts

Ernst & Young, Beijing, China. May 2014 - July 2014 Financial Analyst Intern

• Supported E&Y experienced international team, including dealing with complex financial services issues, helped developing future financial services business

• Provided guidance to clients in transforming their businesses in responding to change and new opportunities

• Joined one IPO group, audited the company’s financial statements and documents to help it list in the U.S. AWARDS & CERTIFICATIONS

Dean’s Impact Scholarship, Naveen Jindal School of Management Fall 2019 - Spring 2020 CFA Level II candidate

Outstanding Leader of Student Organization, Finalist, Naveen Jindal School of Management Excellence Dean’s List, Eli Broad College of Business August 2013 - May 2016 ACTIVITIES & ORGANIZATIONS

Graduate Finance Management Council, President January 2019 - December 2019 Finance Trading Lab & Tutoring Lab, Graduate Student Assistant August 2019 - February 2020 TECHNICAL SKILLS

Programming Languages: R, MySQL, STATA, SAS, Python, Tableau Skills: Advanced Excel (Pivot Table & VBA) and PowerPoint; Financial Modelling; Oracle NetSuite; IRIS-2. ADDITIONAL INFORMATION

Languages: Mandarin (Native), English (Professional)

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