THOMAS ANDERSON

999-999-9999 email@gmail.com

Summary
Experienced, results oriented and strategic thinking analyst seeking a challenging opportunity with a
company where my qualifications and experience can be used and developed to their fullest potential

PROFILE
MBA in Finance; Chartered Financial Analyst (CFA) Level I Candidate
5 years of results-oriented experience in business/financial analysis and research
Advanced skills in Excel, Access, SQL Query, PowerPoint, Visio, IBM Lotus Notes, SPSS
Detail-oriented worker with strong quantitative analysis, problem solving and organizational skills
Strong database literacy and analytical research skills in Factiva, Valueline, LexisNexis, Bloomberg
Creative team player with strong interpersonal and communication skills
Language: English, Chinese dialects and some college Japanese courses

EXPERIENCE
Assistant Officer
06/2006 Present
ABC Inc.
Prepare entries to accounts, make vouchers and reconcile accounts.
Prepare Profit & Loss A/c, Balance Sheet, monthly closing accounting reports.
Prepare payroll sheet to employees and pension to ex-employees.
Account payable, Invest miscellaneous funds of the bank, weekly bank reconciliation.
Performs miscellaneous book keeping works as necessary.
Credit Manager
2005 2006
XYZ Corp.
Assessed, evaluated and approved new credit applicants for credit accounts.
Supervised junior staff oversaw Accounts Receivable and signed off on sales invoices.
Continuously analysed and monitored monthly debtors to revenue ratio.
Reconciled payments received and deposited, computed sales rep commissions.
Liaised with external debt collectors and legal department in pursuit of delinquent customers.
Senior Auditor
2003 2004
BCD Inc.
Responsible for all phases of the audit process including planning and leading audits, providing
guidance to other professional staff, and ensuring the completeness, accuracy and objectivity of audit
assignments.
Prepared reconciliations for balance sheet accounts, profit and loss analysis and month end journals.
Prepared financial statements (incl. consolidated statements for the holding group) and Audit Reports.
Ensured companies were in compliance with the Australian Accounting Standards.
Ensured US subsidiaries complied with Sarbanes-Oxley regulations.
Reviewed the reliability and integrity of financial and operating information and the means used to
identify measure, classify, and report such information.
Reviewed the systems established to ensure compliance with those policies, plans, procedures, laws,
regulations, and contracts that could have had a significant impact on operations and reports, and
determined whether the area under review was in compliance.
Reviewed operations or programs to ascertain whether results were consistent with established
objectives and goals and whether the operations or programs were being carried out as planned.
Interacted with management and staff of assigned audit areas throughout the audit process; such as
conducting preliminary interviews, presenting audit comments, and conducting audit exit conferences.

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Performed various internal audit reviews (risk and controls related) for clients and provided necessary
reports and feedback.
Drafted audit reports to Senior Management and the Audit Committee.
Coached staff auditors in auditing techniques such as conducting fieldwork and documenting work
papers.
Reviewed and reported risks and exceptions around general control, information protection and
Segregation of Duties (SOD).

EDUCATION
Certificate of Relational Database Management, UCLA

In Progress

Master of Business Administration in Finance, Washington University, St. Louis

2004

Bachelor of Science in Kinesiology, Shanghai Institution of Physical Education

1998

Associate of Arts in English Language and Culture, Duke University

2001

PROFESSIONAL DEVELOPMENT & LEADERSHIP

Chartered Financial Analyst (CFA) Level I Candidate, CFA Institute
Vice President, MBA Association of California State University, Los Angeles 2002-2004
Licensed Accountant, the Accounting & Finance Department of China 2001

EXTRA-CURRICULAR ACTIVITIES
Equity Analyst / Graduate Research Assistant / Teaching Assistant
2002 - 2004
Golden Eagle Opportunity Fund, CSULA School of Business
Performed extensive industry and company analysis, industry fundamental research
Collected and integrated pertinent information, performed analysis of economic and market trends
Collected, analyzed and maintained portfolio holdings, benchmarks and market data
Produced reports and presentations pertaining to portfolio risk, return attribution, product
profitability, and portfolio construction
Fund shows a total return of 74% as January, 2003 (S&P 36%)
Graduate Research Assistant / Teaching Assistant
2002 2004
Finance and Law Dept., CSULA
Assisted in teaching database literature classes to graduate level students
Assisted in teaching visitor scholars programs in the Asian Pacific Business Institute, CSULA
Internet research, economic data and business/industry fundamental information collecting
Assistant Editor, ACME International Conference on Pacific Rim Management, July 2003, Seattle, WA

Coordinator/interpreter, Asian Pacific Business Institute, CSULA Management Productivity Center

Participated in International conference and academic seminar; major topics included:
"Impacts of Globalization on the Current Asia Economy";
"The American Education System";
"Total Quality Control and Strategic Management";
"E-Businesses and internet in China";
"Emerging Market in Asia-Pacific region";
"Tourism and Hospitality Industry Management";
YMCA volunteer swimming coach for autistic children
Participate in the annual MS Walk fundraising for autoimmune disease research and services programs

REFERENCES
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Professional references with appropriate telephone numbers will be furnished upon request

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