David Song
Melbourne,VIC
Summary
While pursuing a master's degree at the University of Melbourne, I have been honing my industrial acumen and technical skills as an external audit graduate. I have always considered myself a practitioner, focusing on hands-on experience over theoretical learning. My previous experience includes being an intern at a financial advisory firm, where I helped clients with tax returns and financial planning and contributed to team success. Additionally, I successfully completed two internships in investment banking, thriving in dynamic settings and cultivating problem-solving, self-learning, and adept client negotiation abilities.
Driven by a passion to expand my skillsets in accounting and finance, I have undertaken courses to master data analysis using SQL and Python, data visualization techniques employing Tableau, and VBA programming. With a solid academic foundation and a clear career trajectory, my immediate objective is to obtain my CA qualification in the next few years. I am committed to continual growth and innovation in my professional journey, embodying a dedication to excellence and a proactive approach to learning and development.
Overview
2
2
years of professional experience
Work History
Audit Graduate
Findex
Melbourne, VIC
02.2024 - Current
- Participated in comprehensive training sessions covering ethical and technical aspects of auditing, including quality control, independence principles, audit procedures, evidence assessment, and reporting protocols, while gaining proficiency in relevant audit software.
- Engaged in active audit assignments across three diverse client portfolios from day one, bridging theoretical training with practical application to real-world scenarios, thereby enhancing adaptability and problem-solving skills.
- Managed concurrent involvement in multiple audit teams, showcasing adept time management and task prioritisation abilities to ensure efficient coordination and collaboration with colleagues across various projects within tight deadlines.
Taxation & Financial Planning Part-Time
Monash Tax Accounting Services Pty Ltd
Melbourne, Victoria
06.2023 - 10.2023
- Delivered a comprehensive suite of financial solutions for both businesses and individual clients by offering a holistic approach to financial services, covering financial planning, accounting, tax, and home loan services.
- Nurtured strong client relationships by providing personalised advice on superannuation, insurance, and tax returns.
- For financial planning: conducted comprehensive insurance and SMSF investment research; maintained a large quantity of client records on the MidWinter system.
- For accounting and tax: advised individuals on their tax returns and finalised lodgement by using the Elite system.
Investment Banking Analyst Intern
China Securities Co.,ltd.
Beijing , China
12.2022 - 02.2023
- Demonstrated expertise in the underwriting process of diverse debt securities, including corporate bonds, asset-backed securities (ABS), and commercial mortgage-backed securities (CMBS).
- Collaborated closely with clients to assess their specific needs and financial goals, providing comprehensive guidance on issuance choices based on regulatory compliance and financial feasibility.
- Leveraged strong accounting and finance skills to conduct in-depth financial statement analysis, evaluating key metrics such as cash flow analysis, profitability and solvency, and risk assessment.
- Undertook extensive market research to forecast bond interest rate windows for issuers. Analysed over 200 recently issued corporate bonds, monitored monetary policy trends, assessed company credit ratings, and evaluated industry growth. Provided valuable insights and strategic recommendations to optimise bond issuance timing and achieve competitive interest rates.
- Applied these analyses to assist clients in making informed decisions, mitigating risks, and complying with regulatory requirements, thereby optimising their capital raising strategies and ensuring successful issuances.
Investment Banking Summer Intern
Haitong Securities Co., Ltd.
WuHan, HuBei, China
07.2022 - 11.2022
- Led the successful management of three bond underwriting projects, including one valued at $20 million, showcasing adept project management skills throughout the entire underwriting lifecycle.
- Prepared comprehensive project proposals and bond prospectuses for corporate bond projects, ensuring meticulous attention to detail and adherence to regulatory standards.
- Cultivated collaborative relationships with audit and law firms to conduct thorough due diligence, assessing potential financial risks and fraud vulnerabilities, thereby ensuring transparency and compliance with legal and financial regulations.
- Strategically marketed corporate bonds to potential investors, including banks, achieving the lowest coupon rate recorded during the period. Utilised negotiation skills to optimise pricing and terms, resulting in exceptional investment opportunities that garnered significant interest from clients and investors.
Education
MBA - Management Finance
University of Melbourne
Melbourne, VIC06.2024
BBA - Accountancy
RMIT University
Melbourne, VIC12.2022
Skills
Audit and Accounting Skills:
- Used Caseware for efficient audit management and documentation
- Project experience in preparing accurate financial statements adhering to regulatory standards
- Tax return lodgement using Elite software
- Used Xero for maintaining data and bookkeeping tasks
- Project experience in product management and strategic accounting
Financial Analysis Skills:
- Corporate Finance Advisory: Specialising in debt finance strategies and solutions
- Proficient in risk assessment and management techniques to mitigate financial uncertainties
- Skilled in portfolio and investment management practices to optimise returns and minimise risks
- Experienced in financial statement analysis for informed decision-making
- Proficient in capital budgeting techniques to evaluate investment opportunities effectively
- Competent in financial planning, with expertise in Self-Managed Superannuation Funds (SMSF) and insurance management
Data Analytics Skills:
- Project experience in analysing and visualising data using SQL, Tableau, and Python
- Project experience in writing VBA code to streamline processes and enhance efficiency
Microsoft Skills:
- Proficient in the Microsoft Office Suite, including Word, Excel, and PowerPoint, for effective communication and data analysis purposes
Timeline
Audit Graduate
Findex
02.2024 - Current
Taxation & Financial Planning Part-Time
Monash Tax Accounting Services Pty Ltd
06.2023 - 10.2023
Investment Banking Analyst Intern
China Securities Co.,ltd.
12.2022 - 02.2023
Investment Banking Summer Intern
Haitong Securities Co., Ltd.
07.2022 - 11.2022
MBA - Management Finance
University of Melbourne
BBA - Accountancy
RMIT University
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