Financial Analyst Resume Example
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FINANCIAL ANALYST
Summary
Highly motivated, detail-oriented financial analyst who thrives in high-pressure environments.
Highlights
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Experience
Financial Analyst
August 2015 to CurrentAltice Usa － Wichita Falls , TX
August 2015 to CurrentAltice Usa － Wichita Falls , TX
- Examined profitability for 15 lines of business using quantitative analysis and presented investigation to senior management.
- Audited general financial report using comment-size analysis and prepared IFRS package to parent company.
- Assisted controller to established annual budget and quarterly forecasting.
- Created business model for new line of business and various financial analysis project.
Co-founder
June 2013 to February 2015Y&W Partnership － City , STATE
June 2013 to February 2015Y&W Partnership － City , STATE
- Co-founded partnership specializing in trading for used car between Los Angeles and San Francisco.
- Economized 18% cost on car purchase by developing application to optimized purchasing process.
Private Wealth Management Intern
June 2012 to July 2012Citigroup. Inc. － City , STATE
June 2012 to July 2012Citigroup. Inc. － City , STATE
- Analyzed financial background of clients and matched Citi Wealth Management products to client's financial needs.
Education
Bachelor of Arts : Applied Mathematics, 2015University of California, Berkeley － City, State, USA
- Applied to Finance & Data Science
- Coursework: Financial Information Analysis, Financial & Business Accounting, Corporate Finance Probability & Statistics, Data Analysis and Visualization, Data Computing
Certifications
- CFA Level I Candidate
- CAIA Level I Candidate
Skills
- Expert at Microsoft Excel including VBA and Macros, PowerPoint, SQL, R, and Tableau
- Fluent in Chinese (Mandarin).
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School Attended
- University of California, Berkeley
Job Titles Held:
- Financial Analyst
- Co-founder
- Private Wealth Management Intern
Degrees
- Bachelor of Arts : Applied Mathematics , 2015
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