Business Analytics Financial Analysis

Olivia, JIAXIN, LI

Phone: 029******* Email: *************@*****.***

Address: ** ******* ******, ******** *******, Auckland 1010 PROFESSIONAL SUMMARY

I am an analytical and detail-oriented accounting and financial professional based in New Zealand. Currently, I am advancing my expertise with a Master of Business Analytics at the University of Auckland, following a Bachelor of Accounting with a minor in Finance from the University of Otago. My career encompasses pivotal roles that showcase my proficiency in financial analysis, accounting management, and strategic investment planning. With robust experience in financial and audit assistance, coupled with data management across multiple platforms, I am skilled in using Excel, SPSS, R, Python, SQL, and Power BI to analyze data and support business decisions effectively. My technical capabilities allow me to generate insightful and actionable financial reports and analyses. Additionally, my background in diverse customer- focused roles in the hospitality sector has honed my adaptability and communication skills. Eager to apply my analytical talents and comprehensive financial knowledge, I am seeking an internship where I can contribute to and learn from high- level financial strategy and operations.

EDUCATION

UNIVERSITY OF AUCKLAND Master of Business Analytics (GPA as 7.5/9) April 2024 – July 2025 UNIVERISITY OF OTAGO Bachelor of Accounting minor in Finance (GPA as 7.1/9) July 2021 – July 2023 EXPERIENCE

Nov 2024-Until now Autumn bakery café – Auckland Front of House

• Customer Service Excellence: Deliver exceptional service by warmly greeting guests, promptly addressing inquiries, and ensuring a memorable visit through attentive care and engagement.

• Efficient Order Processing: Accurately capture and relay customer orders to the kitchen and barista teams, ensuring precision in order fulfillment and adherence to specific dietary preferences.

• Financial Transactions: Skillfully handle all aspects of financial transactions at the point of sale, including cash management and processing electronic payments, maintaining accuracy and security. May 2024- Nov 2024 1981 Noodle House – Auckland Bookkeeper

• Financial Management: Managed daily accounting activities, including bookkeeping, payroll, and financial reporting, ensuring accuracy and compliance with financial regulations.

• Customer Billing: Handled customer billing and payment processing, resolving discrepancies and ensuring timely payments to maintain positive cash flow.

• Financial Analysis: Assisted in monthly financial analysis and budget reviews to help optimize restaurant operations and profitability.

• Vendor Relations: Coordinated with vendors and suppliers to manage accounts payable, negotiating terms and schedules to optimize working capital.

Mar 2024- May 2024 Hansan Vietnamese Restaurant – Auckland Accountant (Payroll Specialist)

• Payroll Management: Managed payroll operations using Xero, ensuring accurate calculation of wages, tax withholdings, and employee benefits. Implemented efficient processes for timely payroll execution.

• Software Proficiency: Utilized Xero software for financial transactions and record-keeping, enhancing accuracy and compliance with financial policies.

• Financial Reporting: Prepared detailed payslips, maintained payroll records, and assisted in financial reporting, ensuring transparency and adherence to accounting standards.

• Communication and Advisory: Provided payroll-related advice and support to staff, ensuring understanding of payroll deductions and financial records, which improved overall staff satisfaction and compliance awareness. Nov 2023- Feb 2024 ZhongShenZhongHuan Co., LT–Shenyang Auditor assistant

• Assisted in conducting inventory checks and reconciliations to ensure accuracy in financial records.

• Participated in the preparation of financial statements and reports for clients, ensuring compliance with regulatory standards.

• Collaborated with senior auditors to perform substantive testing and analytical procedures on various accounts. Feb 2023 - Aug 2023 EY (Ernst & Young) – Dunedin Consultant

• Client Interaction: Managed client interactions efficiently, handling inquiries and providing detailed information about services to enhance client engagement and satisfaction.

• Project Management: Coordinated and managed projects, ensuring timely completion and adherence to quality standards, which enhanced overall client satisfaction and project success.

• Problem Resolution: Assisted clients with their requests and issues, providing swift and effective solutions to maintain high levels of client trust and retention. Mar 2023- Aug 2023 555 Motel CO., LT– Dunedin Reception desk

• Handled all aspects of guest check-in and check-out processes efficiently.

• Answered phone calls and responded to inquiries regarding room availability, rates, and amenities.

• Assisted guests with requests and issues, ensuring swift resolution to enhance guest satisfaction. Nov 2022- Feb 2023 BMW Brilliance Automotive Ltd – Shenyang Financial assistant

• Assisted in preparing financial reports, budgets, and forecasts to support decision-making processes.

• Reconciled bank statements and general ledger accounts to ensure accuracy and integrity of financial records.

• Maintained organized financial records and files in accordance with company policies and regulatory requirements.

Nov 2021- Jul 2022 Accenture CO., LT – Dalian Auditor assistant

• Assisted in conducting audits of financial statements, internal controls, and operational processes.

• Participated in planning and scoping audit engagements, including risk assessment and audit program development.

• Assisted in identifying control deficiencies and recommending improvements to enhance operational efficiency and mitigate risks.

SKILLS

Accounting Skills: Accounting Principles, Financial Reporting, Tax Preparation, Accounts Payable/Receivable Management.

Financial Skills: Financial Analysis, Financial Modelling, Risk Assessment, Investment Strategies. Data Management and Analysis: Proficient in Excel, Bloomberg Terminal, SPSS, R, Python, SQL, Power BI. Language Proficiency: Fluent in English and native in Mandarin.

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