Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Ningao Li

Clayton,Australia

Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Analyst

GOWISE and Sky Jade Partners
06.2024 - Current
  • Helped EdSmart, a large-scale education platform, to prepare and review the TearSheet and Pitch deck that needed financing within one month, and selected the financing form suitable for Chinese financiers to help EdSmart successfully raise funds
  • Helped China's pet medical equipment, Doppler and CT be successfully exported to Australia for sale, and independently completed price negotiations with suppliers became the exclusive agent
  • Collaborated to develop and maintain targeted profit plans to sustain growth. Provide EdSmart with a financial valuation budget for the next five years and ensure steady growth in profits.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.

Overseas Operations

Universal Monitor Overseas Study Service Platform
09.2022 - 12.2023
  • Maintained strong collaborations with international media outlets to enhance visibility and attract overseas clients through increased student engagement
  • Executed tasks of managing community operations and maintaining the website with precision and effectiveness on a weekly basis
  • Established a social media group with over 300 members within two days, surpassing social media advertising targets with over 10,000 views
  • Effectively organized multiple lecture and recruitment events with over 100 participants each
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.

Business Inquiries

Liaoning Xixilian Bank Economic and Business Consulting Services Co, LTD
02.2023 - 05.2023
  • Engaged actively in project discussions, contributing insights and suggestions that align with client goals and project objectives
  • Provide crucial data support that informs decision-making processes by overseeing the collection, processing, and comprehensive analysis of data
  • Crafted and delivered detailed presentations ("decks") to stakeholders
  • Provided accounting and clerical assistance to accounting department.
  • Fielded incoming calls involving routine and non-routine questions and transferred to appropriate associate.
  • Reconciled invoices against billing spreadsheets and entered information into system for approval.
  • Communicated with clients and updated CRM database.

Education

Master of Advanced Finance(Financial technology and sustainability) - Finance

Monash University
Melbourne, VIC
12.2024

Bachelor of Finance - Finance

Monash University
Melbourne, VIC
11.2023

Skills

  • Python
  • R language
  • VBA
  • Photoshop
  • EViews
  • Financial Modeling
  • Funds distribution
  • Comparative analysis
  • Investment Analysis

Accomplishments

  • Technical Skills: Python, R language, VBA, Photoshop, EViews
  • CFI — Certificate in Corporate Finance from CFI
  • Certificate in Digital Marketing from Google
  • Certificate in Research (feedback studies) that is conducted by Dr. YeunJoon Kim at Cambridge Judge Business School
  • Native in English and Chinese
  • Lowered company costs by 5% through accurate financial modeling, budgeting and process improvement.

Certification

  • CFI - Certificate in Corporate Finance from CFI
  • Certificate in Digital Marketing from Google
  • Certificate in Research (feedback studies) that is conducted by Dr. YeunJoon Kim at Cambridge Judge Business School

Languages

English
Chinese

Timeline

Financial Analyst

GOWISE and Sky Jade Partners
06.2024 - Current

Business Inquiries

Liaoning Xixilian Bank Economic and Business Consulting Services Co, LTD
02.2023 - 05.2023

Overseas Operations

Universal Monitor Overseas Study Service Platform
09.2022 - 12.2023

Master of Advanced Finance(Financial technology and sustainability) - Finance

Monash University

Bachelor of Finance - Finance

Monash University
  • CFI - Certificate in Corporate Finance from CFI
  • Certificate in Digital Marketing from Google
  • Certificate in Research (feedback studies) that is conducted by Dr. YeunJoon Kim at Cambridge Judge Business School
Ningao Li