Sean Xu

Sean Xu

Financial Analyst Internship

Followers of Sean Xu134 followers
location of Sean XuNew York, New York, United States

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  • Timeline

  • About me

    Master Degree in Brown University,Bachelor Degree in Fordham Gabelli Business School

  • Education

    • 美国布朗大学

      2022 - 2023
      Master of Engineering - MEng Innovation Management and Entrepreneurship
    • Fordham University

      2018 - 2022
      Bachelor of Business Administration - BBA Finance,Computer Science

      Concentration in Finance and Minor in Computer Science

  • Experience

    • Ao Xin Company

      Nov 2020 - Jan 2021
      Financial Analyst Internship

      - Analyzed 12-month social media marketing data, predicting conversion rates and estimating revenue generated from social media channels - Conducted in-depth research on marketing strategies of more than 10 tech companies, assessing the financial value added by online sales campaigns- Monitored key performance indicators of newly released products, gathering relevant market data and reporting performance to senior managers and directors- Utilized DCF financial models to evaluate financial plans and assess indicators such as return on assets and IRR Show less

    • Worldpanel by Kantar

      Jan 2021 - May 2021
      Business Analyst Consultant

      - Generated quantitative analysis from a cloud database, extracting and analyzing information on market trends, sales, market size, and penetration rates- Conducted research on FMCG brands and provided weekly reports on marketing strategies, highlighting emerging trends and current marketing approaches- Performed sensitivity and risk analyses based on market variances such as raw materials, pricing, and demand, providing actionable solutions to mitigate instabilities- Developed automation tools using Excel and VBA to streamline data analysis processes Show less

    • Siege Market LLC

      Jan 2023 - May 2023
      Financial Analyst

      - Conducted thorough review and analysis of monthly reports, including sales revenue, costs, and expenses- Calculated financial ratios and indicators such as return on investment, liquidity, and leverage to provide actionable recommendations - Implemented strategies that improved first-quarter profit by 5%- Assisted in evaluating and monitoring capital expenditures, depreciation, and budget proposals, resulting in a 9% reduction in the first-quarter budget- Performed comprehensive competitive analyses for 15+ industry competitors to identify market trends and opportunities- Developed financial forecast models and created 5-year financial statement projections using Excel to support decision-making processes Show less

    • ADVANTA TAX AND ACCOUNTING LTD

      Sept 2023 - Nov 2023
      Finance and Accounting Intern

      - Managed and maintained accurate financial records using QuickBooks, ensuring timely and accurate recording of transactions. - Performed bank reconciliations and resolved discrepancies to ensure the accuracy of financial statements and successfully closed 3 misreporting issues. - Generated and analyzed financial reports, including balance sheets and income statements, providing insights to support decision-making. - Processed accounts payable and accounts receivable transactions, including timely invoicing and payment collections and increased the overall reporting efficiency by 40%. Show less

    • Hyton Accounting Inc

      Feb 2024 - now
      Accounting Assistant and Bookkeeping

      - Used Excel to meticulously record all transactions for client companies (bank statements, checks, payroll, and sales) and employed sorting and categorization techniques to distinguish between various expenses and income sources- Calculated depreciation, and identified anomalies data for client verification which contributed to the accurate preparation of profit and loss statements and balance sheets.- Utilized ProSeries software to assist over 200 companies in preparing their tax returns, including forms 1120, 1120S, and 1065, during the tax season.- Analyzed key financial metrics such as profit margins, liquidity ratios, and inventory turnover to provide strategic advice to clients on their operational performance and financial planning for the upcoming quarter. Show less

  • Licenses & Certifications

    • Google Universal Analytics Essential Training (2020)

      LinkedIn
      Jul 2022
      View certificate certificate
  • Volunteer Experience

    • Teachers and Volunteer Coordinator

      Issued by Stepping Stones China on Sept 2014
      Stepping Stones ChinaAssociated with Sean Xu