Yi Zhang
Vaughan,ON
Summary
Dedicated and detail-oriented finance professional with a strong background in accounting and financial analysis. Master of Finance from Schulich School of Business with hands-on experience in fund accounting, investment analysis, and financial reporting. Proficient in GAAP/IFRS, NAV calculations, and year-end financial distributions. Skilled in Excel, Word, and PowerPoint, with additional capabilities in SQL and Python. Known for strong analytical skills, attention to detail, and ability to work in fast-paced environments. Enthusiastic tennis player and outdoor enthusiast.
LinkedIn Profile: https://www.linkedin.com/in/yi-zhang-2b3546270/?trk=opento_nprofile_pfbanner
Overview
2
2
years of professional experience
1
1
Certification
Work History
Capital Research in Mining Industry, Internship
Cinda Securities
Beijing, China
04.2023 - 07.2023
- Assisted with financial data analysis and reconciliation, ensuring accuracy for investment decisions.
- Analyzed and reconciled financial statements, identifying trends and patterns to support strategic planning.
- Conducted quality checks on financial reports and ensured compliance with regulatory standards.
CMBC Overseas Finance Talent Internship
CMBC
Beijing, China
01.2022 - 02.2022
- Prepared and verified financial documents, ensuring compliance with accounting standards (GAAP/IFRS).
- Assisted in preparation of year-end financial distributions and capital gains reports.
- Provided timely and accurate customer service, addressing inquiries related to financial statements and reports.
Equity Research, Internship
Essence Securities
Beijing, China
12.2021 - 01.2022
- Supported investment decision-making through detailed financial analysis and report preparation.
- Investigated and reconciled financial data discrepancies, ensuring accurate financial reporting.
- Conducted thorough analysis of financial products, contributing to NAV calculations and performance fee assessments.
Education
Master of Finance - Finance
Schulich School of Business
ON, CA08.2024
Bachelor of Commerce - Finance
Beijing Jiaotong University
Beijing, China06.2023
Bachelor of Commerce, Exchange - Finance
Gothenburg University
Gothenburg, Sweden01.2022
Skills
- Accounting Knowledge : Intermediate Financial Accounting, Financial Management and Valuation
- Technical Skills : Excel, Word, PowerPoint, SQL, Python, VBA
- Industry Knowledge : GAAP, IFRS, Fund Accounting, Investment Accounting
- Analytical Skills : Financial Data Analysis, Trend Analysis, Performance Fees Calculation
- Soft Skills : Collaborative Problem Solving, Customer Service, Attention to Detail, Time Management
- Languages : English, Mandarin
Hobbies
Tennis
Certification
- VBA for Finance Professionals
- Python 1: Core Data Analysis
- Python 2: Visualization and Analysis
Timeline
Capital Research in Mining Industry, Internship
Cinda Securities
04.2023 - 07.2023
CMBC Overseas Finance Talent Internship
CMBC
01.2022 - 02.2022
Equity Research, Internship
Essence Securities
12.2021 - 01.2022
Master of Finance - Finance
Schulich School of Business
Bachelor of Commerce - Finance
Beijing Jiaotong University
Bachelor of Commerce, Exchange - Finance
Gothenburg University
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