Oracle
Leo Zhong
Ryde,Nsw
Summary
I am a detail-oriented, organized and results-focused person. Highly skilled in research, data analysis , communication, and problem-solving skills. Graduated from University of Wollongong major in Master of Finance and Macquarie University major in Bachelor of Accounting. Dedicated Equity Research Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, tech-savvy in use of spreadsheets, accounting and financial management software. Ideally positioned in financial service industry to deliver growth for my career path and make outstanding performance to the organization.
Overview
2
2
Languages
1
1
Certificate
4
4
years of post-secondary education
1
1
year of professional experience
Work History
Equity Research Analyst
MF & Co. Asset Management Australia
Sydney CBD, nsw
08.2020 - 12.2020
- Covering energy industry specific stocks working in a team led by a senior research analyst: Origin Energy (ASX); Karong Energy (ASX KAR); AGl Energy (ASX AGl)
- Participating in daily meeting, being a team-player interacting with colleagues on all levels and pitch trade ideas;
- Analyzing a certain ASX listed company, macro trend, cross company and sub sector data analysis (currently analyzing a company in the Energy industry);
- Evaluating the important ratios (P/E, P/B, EPS, D/E, ROE) that potentially influence the value of the stocks and reporting to manager based on the analyzed information;
- Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
- Provided investors with detailed ratings based on overall earnings performance.
Accounting Assistant
Career Mentor Consulting Group
Sydney CBD, NSW
02.2020 - 08.2020
- Organized budget documentation and tracked expenses to maintain tight business controls;
- Directed clients to appropriate accountants, answered phone calls and replied to office emails for excellent customer service;
- Assessed data and information to verify entry, calculation and billing code accuracy;
- Created accounting template excel (VLOOKUP function, Data Calculation, Sum If function);
- Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems;
- Processing employee expenses / AMEX claims;
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month;
- Timely completion of monthly revenue and Accounts Receivable reconciliation, resolution of issues in bank reconciliations;
- Raising credit notes, perform and monitor invoice reversals, perform claim and cash refunds;
Accounting Intern
Hellmann Worldwide Logistics Australia
Mascot, nsw
08.2019 - 11.2019
- Compiled monthly journal entries into general ledger system;
- Prepared monthly closings by creating journal entries and reconciling accounts;
- Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems;
- Quickly and accurately processed payments, credits and other transactions using company software applications;
- Evaluating transactional risks associated with trading activities across international suppliers and different franchises;
- Participating daily P&L reporting process; ensuring the accuracy and integrity of the bank general ledger;
- Assisting and dealing with cash pooling worth over 500k(AUD) on a daily basis, providing manager with a three hundred sixty-degree view of cash flow;
- Assisting in reconciling payments made through third party payment solution provider (online payment system for paying freight and storage invoices);
Education
Master of Business - Finance
University Of Wollongong
Sydney 01.2018 - 06.2019
Bachelor of Commerce - Accounting And Finance
Macquarie University
Sydney 02.2014 - 07.2016
Skills
Account Reconciliation
undefinedSoftware
Myob
MS
IBM Cognos
Certification
IBM Professional Data Analyst
Timeline
IBM Professional Data Analyst
11-2020
Equity Research Analyst
MF & Co. Asset Management Australia
08.2020 - 12.2020
Accounting Assistant
Career Mentor Consulting Group
02.2020 - 08.2020
Accounting Intern
Hellmann Worldwide Logistics Australia
08.2019 - 11.2019
Master of Business - Finance
University Of Wollongong
01.2018 - 06.2019
Bachelor of Commerce - Accounting And Finance
Macquarie University
02.2014 - 07.2016
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