Cindy Liu
021-6131-8609 | contact@utrainee.com
EDUCATION
University of Rochester, Simon Business School
2012年09月-2019年12月 2012.09-2019.12
M.S. in Finance 硕士 绩点: 3.8/4

Honor: Merit Scholarship Recipient (2018)

Capital University of Economics and Business
2014年09月-2018年06月 2014.09-2018.06
Accounting

Honor: Outstanding Student Scholarship (2014-2018)

EXPERIENCE
CJ Group
2018年02月-2018年06月 2018.02-2018.06
Marketing Team Investment Analyst Intern
Beijing, China
  • Prepared the quarterly ROI reports to evaluate marketing, media, sales and promotions spend
  • Conducted statistical analysis to analyze customer patterns and purchase behaviors across 5 regions
  • Integrated data from multiple data bases to draw insights on product pricing, sales forecasts and marketing budgets
  • Provided technical recommendations to optimize data base management by 30%
  • Assisted the Senior Manager in improving financial policies and developing new accounting protocols
Bank of China
2017年09月-2017年12月 2017.09-2017.12
Financial and Risk Analyst Intern
Beijing, China
  • Analyzed the financial performance of 20+ companies by computing liquidity, solvency and profitability ratios
  • Summarized the loan details of 50+ default accounts and provided recommendations on mitigating credit risks by 3%
  • Performed due diligence on clients’ financial statements and used a risk control framework to assess their market/credit risks
  • Drafted a report on the polices and regulations governing financial securities, taxes and foreign investments
  • Improved understanding of strategic, compliance risk, audit risk and cyber risk assessments
Ernst Young
2019年07月-2019年09月 2019.07-2019.09
Financial Group Audit Intern
Beijing, China
  • Ensured cash disbursements, purchasing card transactions and travel expense reports complied with company policies
  • Completed audit manuscripts and provided confirmations to clients and banks.
  • Documented test findings and reported results to the Department of Audits Leadership Team.
  • Performed thorough bank reconciliation to ensure 100% accuracy on the financial statements and negotiated with clients to solve problems in time
  • Recommended new metrics, financial controls and KPI’s to reduce costs and to improve business practice
China Dragon Securities
2017年01月-2019年03月 2017.01-2019.03
Investment Banking Division Investment Analyst Intern
Beijing, China
  • Investigated economic trends in equity markets and identified industry drivers for the TMT sectors
  • Provided analysis support in the IPO worth $25M of Tangshan Sunfar Silicon Industry Co
  • Used the DCF, the NPV and the Ratio Valuation method to assess the company’s value
  • Provided research on investment trends, capital markets and consumer markets for the firms group managers
RESEARCH EXPERIENCE
Equity Research Investment Training Program
2018年09月-2018年09月 2018.09-2018.09
  • Performed due diligence for target companies, such as Costco, Facebook and AT&T, using multiple resources (e.g. Bloomberg, Yahoo Finance and annual reports)
  • Evaluated the companies using the DCF, comparable companies and precedent transactions methods
  • Developed equity reports in an easily understandable way and prepared the presentation decks
  • Built an equity portfolio in a virtual trading account and achieved an annual return as of 23% from 2017-2019
CERTIFICATIONS, SKILLS & INTERESTS
  • Technical Skills: Advanced Excel (Pivot-Table/Macros/Solver/Modeling/Data Analysis) R Python Bloomberg Bloomberg (MATLAB)
  • Certification: ACCA Certified (Association of Chartered Certified Accountants)
  • Interests: Music (Vocalist for a Rock Band) Violist Blogging Toast Masters
  • Languages: English (Fluent) Mandarin (Native)
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