financial analyst, managerial accounting analysis

Wanlu Li

Boston, MA 857-***-**** ***********@*****.*** https://www.linkedin.com/in/lucia-li-wanlu/ Summary

A detail-oriented and self-driven junior at Boston College, strong at financial data analytics, confident in relationship building with leadership mindset, confident in extensive software skills, with experience in finance and consulting environment. Seeking a position Summer 2023.

• Software

MS Word, MS Excel (VLOOKUP, PIVOT), MS PowerPoint, MS Visual Studio, Power BI

• Programming Languages

MATLAB, Python, Stata

• Self-motivated

A scrappy “get stuff done” mindset

• Languages

Mandarin (fluent), English (fluent), Cantonese (fluent) Education

Boston College Boston, MA

Bachelor of Art in Major Economics and Psychology, Minor in Accounting for Finance and Consulting Expected May 2024 Cumulative GPA: 3.58/4.00 Major GPA:3.68/4.00

Honor: Dean’s List (4 consecutive semesters)

Relevant Coursework: Managerial Accounting, Corporate Finance, Econometrics, Game Theory, Probability and Statistics Internship Experience

Cushman & Wakefield Client Service Intern Guangzhou, China June 2022 – August 2022 l Conducted the desk research on the target company regarding the business proposal and potential partnership l Presented and summarized the target company regarding development process, business model, business performance and product line l Investigated the feasible plan of partnership and evaluated the economic outlook for the company Pudong Development Bank Summer Analyst Intern Guangzhou, China June 2021 – August 2021 l Initiated international trading projects including a SWAP deal valued RMB 5MM and a Letter of Credit in RMB 20MM l Performed a due-diligence on clients for facilitating the background-check and collecting corporate documents in compliance to SAFE l Authored an internal Financial Service Procedure for the branch with the final approval from the committee Project Experience

Corporate Finance Project Prof. Simcha Barkai Boston, MA November 2022 – December 2022

• Evaluated the target company by modelig operation margin, FCF, and WACC, given increasing leverage

• Applied the Company-level analysis methodology to carry out APV valuation of client after the IPO

• Calculated the post-IPO equity of a company in Excel and modeled enterprise value in accordanc to demanding IPO proceeds Data Visualization Project (Python) August 2022

• Implemented programs including a menu system using Python by embedding features and trouble-shooting the obstacles

• Performed data visualization in Matplotlib and Seaborn on feature correlation to identify needs for preprocessing

• Sanitized the dataset by Python to filter the valid data and organized the dataset by implementing functions Managerial Accounting Project Brad Curley Boston, MA April 2022 – May 2022

• Drafted and presented a new business proposal with slowing down hiring process and reducing the CapEx and OpEx

• Budgeted in Excel for a sample company regarding sales revenue, production cost, and cash flow

• Optimized the operation strategy by conducting SWOT and comparable analysis Issue Brief with Regression Analysis of Real-world Dataset Geoffrey Sanzenbacher Boston, MA Nov 2021 – Dec 2022

• Used real-world dataset from IPUM and Matlab to study the effect of sleeping hours on depression

• Selected related variables other than sleeping hours related to depression to run the regression test

• Analyzed the statistical significance and practical significance of each variable and its relationship with sleeping hours Citi M&A Case Competition Case Competition Boston, MA September 2021 – November 2021

• Led a group of 4 to develop a full buy-side M&A Pitchbook to GIS on the strategic acquisition of the J.M. Smucker Company (SJM)

• Modeled in DCF for the target company’s valuation outputs and an accretion-dilution analysis of the transaction

• Conducted research on industry trends, historical data of target company, and acquirer’s strategic rationales Volunteer

Community Service for the Blind Co-founder Guangzhou, China January 2018 – July 2022

• Leader of a non-profit student organization and coordinated with the local sponsors for fund-raising

• Planned and organized monthly activities to gather the blind, such as movie-dictation, reading salon, and photo exhibition

• Cooperated with municipal library in recording movie dictation and audiobook in multiple languages

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