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Financial Analyst Resume Example

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FINANCIAL ANALYST
Summary
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
  • Fluent in Chinese (Mandarin).
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Resume Overview

Companies Worked For:

  • Vxi Global Solution LLC
  • Y&W Partnership
  • Citigroup. Inc.

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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