Xinni Li
Clifton,Bristol
Summary
A dedicated and detail-oriented professional with a solid foundation in Accounting, Finance, and Management, bringing a strong analytical mindset and a commitment to data-driven decision-making. Experienced in financial analysis, budgeting, and risk assessment, with a proven ability to optimize financial processes and enhance accuracy. Skilled at interpreting complex financial data and delivering insights that drive strategic planning and operational efficiency. Known for my precision, integrity, and proactive problem-solving approach, I am adept at working both independently and collaboratively within cross-functional teams. Proficient in Excel, I am eager to contribute my expertise in a dynamic environment where I can support financial growth and organizational success.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Sales management intern
Bodao Fund
Shanghai, Shanghai
09.2023 - 10.2023
- Collected and sorted out market information such as market demand, customer psychology, etc.; completed market research, and sorted out market analysis reports to provide support for sales strategies;
- Responsible for searching and screening fund account purchase and redemption data statistics, to prepare the foundation for the next data analysis;
- Communicated effectively with investors and promoted products during the roadshow.
Asset management intern
Xiangcai Secutities
Beijing, Beijing
08.2023 - 09.2023
- Responsible for collecting fund account related data, including investor names, ID numbers, transaction records, etc. for classifying and entering into the company's internal system;
- Wrote a data cleaning script in Python to deal with a large number of raw data files; based on Pandas library, performed data cleaning tasks, including removing duplicate data, processing missing values, data type conversion, etc., to ensure consistency and availability of data;
- Used Python's Matplotlib and Seaborn libraries to create visualization tools, illustrating the cleaned data, including line charts, bar charts, and scatter charts, to show the trends, distribution, and correlations of the data for decision support;
- Reponsible for data verification and business coordination with customer service department, risk management department, and investment advisory department, coordinating the problems to be solved and support.
Group 2 intern
Zhongxingcai Guanghua Certified Public Accountants
Beijing, Beijing
01.2023 - 03.2023
- Collected, organized and filed the audit data, completing 10 audit reports, according to the customer's financial data,
- Responsible for identifying potential risks based on financial data and recommend control measures
- Participated in special audit, financial and tax consulting.
Human resources intern
TF. Secutities
Beijing, Beijing
07.2022 - 08.2022
- Responsible for collecting and collating market data and information on financial products, such as stocks, bonds, and funds; used Excel and financial database to analyze historical transaction data for brief analysis reports;
- Participated in the preparation of new issues and assisted in conducting market research on new issue objects
- Completed the collation and review of the prospectus, comparing the financial data of different periods to ensure the accuracy and consistency of the information;
- Attended the team's investment strategy meeting for the comprehensive discussion from fundamental analysis to technical indicators, as well as the decision-making process of risk assessment and asset allocation.
Education
Master of Science - Accounting, finance and management
University of Bristol
Bristol 09/2024 -
Bachelor of Science - Big data management and application
Shanghai international studies university
Shanghai 09/2020 - 07/2024
Skills
- Microsoft office suite proficiency
- Presentation design and delivery
- Social media marketing
- Facebook, Twitter and Instagram proficient
- Internet and e-mail marketing
- Financial reporting expertise
- Audit procedures understanding
- ACCA Qualified
- Financial reporting
- Tax knowledge
Affiliations
- Cycling
- Painting
- Swimming
- Piano
Accomplishments
- Research on Marketing Strategy of Cixi Bayberry
- Individual scholarship awarded in the second semester of the 2021-2022 academic year in Shanghai International Studies University
- The second prize of the 2022 Shanghai International Studies University Summer "Zhiyuan Plan" Social Practice competition
- The third prize of the 2021 Shanghai International Studies University Summer "Zhiyuan Plan" Social Practice Competition
- Cyberelephant Group IP image design competition 18
- The 2023 PWC "Battle 24h" business competition has been certified by the preliminary competition
Certification
- Cet-4: 667
- Cet-6: 582
- TEM-4
- IELTS 7.5
- ACCA is taking the exam 7/13
Languages
English
Upper intermediate
Timeline
Sales management intern
Bodao Fund
09.2023 - 10.2023
Asset management intern
Xiangcai Secutities
08.2023 - 09.2023
Group 2 intern
Zhongxingcai Guanghua Certified Public Accountants
01.2023 - 03.2023
Human resources intern
TF. Secutities
07.2022 - 08.2022
Master of Science - Accounting, finance and management
University of Bristol
09/2024 -
Bachelor of Science - Big data management and application
Shanghai international studies university
09/2020 - 07/2024
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