Xingyao (Lucy) Lu

**** * ****** ***, *** ***, Denver, CO, 80209 +1-857-***-**** adzbqi@r.postjobfree.com

EDUCATION

Bentley University, Waltham, MA

Bachelor of Science, Corporate Finance and Accounting, May 2023

Minor: Computer Information Systems

Academic Honors: Dean’s List

PROFESSIONAL EXPERIENCE

Yingke Law Firm, Beijing, China 05/2022 – 09/2022

Intern in Financial and Securities Legal Affairs Department

Contributed to multiple consulting cases in M&A; helped the team with providing legal services and due diligence of banks and funds.

Performed M&A screening including financial analysis and strategy analysis and offered due diligence services by preparing proposal on Nanyue Fund.

Clarified case facts, contributed to the first draft of legal documents, and researched the development of legal services; completed case analysis and review of closed cases.

Deloitte, Beijing, China 07/2020 – 10/2020

Financial Advisory Intern

Participated in the PPP projects (Public, Private Partnership) that facilitated collaboration between private companies and government, including Yangtze River protection, public health, and education facilities.

oConducted research, data collection and proposals preparation, due diligence, and PowerPoint presentations.

Collaborated with senior financial advisors to prepare financial statements.

Completed more than eight Business proposals for tender preparations.

Delivered personalized financial consultations to clients, strategically recommending suitable financial products aligned with their unique goals and development preferences.

VOLUNTEER EXPERIENCE

CEED Charity, China 06/2016 – Present

Vice President

Formulated business plans with SWOT and financial statements; raised approximately 700,000 Yuan to loan to more than 100 low-income families to increase the annual income 20,000 or more in 5 years.

Conducted thorough financial analyses of project developments, inclusive of budgeting, balance sheets, and expenditure allocation. Devised research and development projections, ROI assessments, and P&L forecasts.

Directed fundraising of about 300,000 Yuan, through online platform and companies.

Performed research on the background of the rural areas in China and arranged for each year’s charity summer program.

LaoGaoShan 3-Year Business Plan, Guizhou, China 09/2019 – 07/2022

Supervisor

Established the partnership of LaoGaoShan, a small company that sells farm products from local farmers, with an innovative way of collaboration.

Developed a marketing strategy, business forecast, budget, and 3-year financial model.

RELEVANT PROJECTS

Equity Valuation Project, Bentley University 12/2023 – 05/2023

Provided a top-down valuation approach for Paychex Inc.; completed macroeconomic and industry analysis using Bloomberg and Yahoo finance.

Analyzed the company’s financial statements, historical performance, financial ratios, and built DDM models.

Prepared a stock report recommending a Hold, based on industry analysis and financial performance.

Business Process Model, Bentley University 09/2022 – 12/2022

Collaborated with a team of four students to successfully develop a process model utilizing SAP software.

Formulated strategic business process enhancements for BJ's, with a focus on operational efficiency and cost reduction, contributing to improved business performance.

SKILLS AND INTERESTS

Technical Skills: Microsoft Office (Excel, PowerPoint, Word, Access) HTML Python JAVA SAP SQL

Language Skills: Fluent in English and Chinese

Interests: Brazilian jiu-jitsu Photography

Contact this candidate