Highly motivated, detail-oriented financial analyst who thrives in high-pressure environments.
Highlights
Financial modeling
Quantitative analysis
Programming experienced with VBA, SQL, R
Excellent comprehension and retention.
Experience
Financial Analyst August 2015 to CurrentVxi Global Solution LLC － Los Angeles, CA
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 － Berkeley, CA
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. － Tianjin, China
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 － Berkeley, CA, 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
