TECHNICAL SKILLS

Software Skills: Bloomberg, MS Access, Advanced MS Excel (e.g., Pivot Table, Vlookup), MS PowerPoint, SAS, MATLAB, R, SQL server, Statistical analysis

PROFESSIONAL EXPERIENCE

Confidential, Washington DC

Financial Analyst

Responsibilities:

• Performed monthly reconciliations to support business and financial operation, budget cycles and cash flow forecasting.
• Drafted detailed business plan for fundraising purpose included performing P&L analysis, building Pro Forma financial statements (forecasting assumption based on intensive industry, market, comparable company analysis).
• Managed 6 employee, designed marketing and feedback strategies.

Confidential, Washington DC

Finan cial Analysis Associate

Responsibilities:

• Performed monthly reconciliations, including correctly formatting and displaying the analysis results of the data, involved an intensive use of Excel, NetSuite, Salesforce, Great Plain system.
• Participated in fiscal year re - forecasting, budgeting and planning.
• Created and maintained databases with over 10,000 records in spreadsheet. Constructed several efficient spreadsheet templates to process financial data and standardizing procedural documentation for the global office. Strengthened efficiency of reconciliation process and used by more than 70 countries.
• Provided dashboard chart and trend analysis include P&L, cash flow, budget trend analysis to support yearly board meeting presentation.

Confidential

Equity Research Analyst Intern

Responsibilities:

• Tracked and reported economic, market, industry top news. Analyzed professional industry reports for information regarding clients' holdings.
• Conducted fundamental analysis and technical analysis on equities by use of Bloomberg terminal.
• Awarded “Best summer Intern” out of 18 interns.

Confidential

Credit& Loan Assistant

Responsibilities:

• Improved operational efficiency by creating an Excel template to track and update clients’ account information and loan approval progress.
• Maintained clients relationship and increased clients retention rate by 10% through providing updated market and product information.
• Assessed clients’ credit data by calculating financial ratios and prepared all documentation related to credit record.