FINANCIAL ANALYST

QUALIFICATIONS PROFILE

Key Strengths:
Financial System and Account Management
Budget Control and Implementation
General Accounting and Financial Auditing
Time Management and Prioritization
Analytical and Problem Resolution Skills
Leadership and Team Building Highly motivated, enthusiastic, and visionary pr
ofessional, with progressive background in financial and accounting operations,
with deep interest to advance knowledge within the organization to continue the
promotion of knowledge, skills, leadership, and account management ability. Adep
t at directing financial business aspects with comprehensive skills in maximizin
g performance of fiscal operations focusing on strategy formulation, commercial
risk management, governance and compliance, financial control, and profitability
improvement. Recognized for surpassing all expectations and rendering optimum l
evel of service regardless of time constraints or special considerations. Multil
ingual in English, Chinese-Mandarin, and Cantonese.
- Known for keen eye to detail with proven capacity to multitask in compet
itive, high-impact, and fast-paced environment.
- Excel in formulating and implementing business acumen coupled with the a
bility to direct and motivate cross-functional teams.
PROFESSIONAL EXPERIENCE
VANGUARD, Wayne, PA
FINANCIAL PROCESSING ASSOCIATE - 2010-Present
- Perform various task such as processing different type of accounts inclu
ding small business accounts, SEP IRA, simple IRA, Roth IRA, 401k, and Rollover
IRA.
- Assume full responsibility for modifying and adjusting unit procedures a
s assigned to incorporate procedural changes.
- Involve and contribute financial issues and developed necessary actions/
steps to avoid recurrences.
- Analyze, develop, and recommend effective methods using all available an
d existing resources.
- Conduct thorough analysis to the requests submitted by client areas.
- Determine, evaluate, and document trends for all intermediate-level issu
es and problems.
MANWEI TRADE CO. LTD, Fangchenggang, Guangxi Province, China
ASSISTANT, FINANCIAL DEPARTMENT - 2006
- Provided expert oversight in allocating budget for projects and forecast
ing weekly cash flow.
- Instrumental in the development of accuracy forecast through integration
of project schedules.
- Diligently managed and reviewed weekly, monthly, and quarterly financial
and operational trends according to business demands, resulting in profitable r
evenue increase of the organization.
- Generated financial plans and assessed budget to actual variance, which
led to financial visibility of the company.
- Played an integral role in preparing and auditing monthly accruals avera
ging $4K.
- Adjusted and settled journals as well as monthly revenue worth $220K.
- Cost effectively saved organizational expenses by reviewing daily and mo
nthly accounts receivables.
- Built and cultivated solid relationships with project and department man
agers, resulting in efficiency and timeliness of invoice processes.

EDUCATION
MASTER OF SCIENCE IN FINANCE, 2010
- Drexel University, Philadelphia, PA
BACHELOR OF BUSINESS (HONORS), ACCOUNTING, 2007
- Galway-Mayo Institute of Technology, Galway, Ireland
Exchange student between both universities
BACHELOR OF ECONOMICS (HONORS), MINOR IN COMPUTER SCIENCE, 2007
- Nanchang University, Jiangxi Province, China
PROFESSIONAL TRAINING
Financial Processing Associate Training, Vanguard, Wayne, PA
FINANCE ACADEMIC CASE STUDIES
Relationship of Key Financial Indicators to Earnings Before Interest and Taxes-M
ERCK
- Objective: Analyze and determine ways to maximize EBIT to positively aff
ect short-term financial performance in support to generating long-term investme
nt.
- Result: Defined and classified that key financial characteristics crucia
l to earnings before interest and taxes for performance in the current year were
marketing expenses and receivables turnover ratio.
An Alternative Method in Industrial Production Index Forecasting
- Objective: Recommend alternative method or other forecasting method to p
redict future values on Industrial Production Index.
- Result: Derived that Box-Jenkinsâ⠬⠢ AR Model is the best-fitted model to estimat
he future values of the Industrial Production Index; recognized the negative rel
ationship between the dependent variable Industrial Production Index and the two
independent variables Consumer Price Index and Unemployment Rate.
TECHNICAL SKILLS
Microsoft Office Suite: Excel, Word, and PowerPoint - PhStat - Minitab - EViews