Hello, my name is Joanna Li! I am a junior at Fordham University in New York, pursuing an applied accounting and finance major with a minor in economics. My journey thus far has been defined by a relentless drive to take initiative and achieve ambitious goals.One aspect that sets me apart is my entrepreneurial spirit. For five years, I successfully ran my own business, honing my leadership skills and cultivating a deep appreciation for the intricacies of managing finances. This hands-on experience showed me a sense of responsibility, adaptability, and the ability to thrive in dynamic environments.On campus, I have actively engaged in various extracurricular activities, one being a part of three different executive board positions. These opportunities have allowed me to not only contribute to successful teams but also sharpen my leadership abilities. Collaborating with diverse individuals and taking charge of initiatives have shown me the power of effective teamwork.In these roles, I have past experiences with organizing and managing finances for clubs and businesses, providing me with hands-on experience in financial management and budget planning. I am deeply passionate about the power of financial literacy and responsible wealth management. As I embark on my career path, I am enthusiastically seeking opportunities to delve deeper into the field of accounting and finance.Fun Facts: I reside in Long Island, NY. I have many interests such as painting, scrapbooking, and crocheting. I love to express myself creatively and I am a member of several liberal arts clubs like Fordham Visual Arts Club and Crochet Collective Club (Treasurer).
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PresidentAscend FordhamNew York, Ny, Us -
Incoming Pwc Audit Intern 2025Pwc Feb 2024 - Present -
Ey International TaxEy Jan 2024 - PresentNew York, New York, United States- Work closely with senior tax professionals to gain hands-on experience in various aspects of international taxation, enhancing overall knowledge and skills in the field - Familiarize myself with tax applications, ensuring accurate and timely submission of tax documents for Paramount- Use CorpTax to assist senior-level managers and directors -
Research AssistantFordham University Mar 2024 - PresentCurrently serving as a Research Assistant under the guidance of Professor Suzy D’Enbeau in the field of Communications and Media Management, I am engaged in qualitative analyses aimed at bolstering the professor's investigation into corporate sustainability and ESG reporting and management. This involves scrutinizing how organizations construct ESG narratives and navigate competing objectives and outcomes. Additionally, I oversee research data, comprising the collection of website data, organizing information for analysis, and executing qualitative analysis techniques such as coding schemes and open coding of textual data sourced from websites. -
Collective Crochet TreasurerFordham University Mar 2023 - PresentMakes budget requests, submits club budget packets, makes purchases for the club and liaises with USG budget committee, ensures club can run smoothly with adequate funding for each semester, and assists with weekly meetings -
Ace Social Media CoordinatorFordham University Mar 2023 - Mar 2024Manages Instagram account (IG posts - everything related to ACE, stories, Direct Messages), takes photos for food outings, meetings, and celebrations, takes charge of food outings and celebrations, Canva is required for this role -
Vice PresidentAscend Fordham Jan 2024 - Present- Directly chosen by the previous Chapter President- Assists Chapter President on everything, takes charge of professional meetings- Responsible for outing events (food outing, corporate trek)- Assist with the club's administrative work -
SecretaryAscend Fordham Mar 2023 - Jan 2024Manages Ascend MailChimp account (email list), writes recap/reminder emails on MailChimp, makes event requests on RamsInvolved - book location (professional meetings, speakers’ events, food outings, celebration), takes E-board meeting notes, makes form (events & elections), assists with entire club, organize & check member list (attendance list) every week and add new members to email list. Also needs to take charge of one Career 101-104 workshop. -
Ascend Research AnalystAscend Fordham Mar 2023 - May 2023Attend general meetings and research team meetings, finish report (newsletter, slides) in time and present it during the general meetings, participate in the Corporate Trek, research and publish written reports on Pan-Asian countries' industries -
Ascend Freshman RepresentativeAscend Fordham Oct 2022 - Mar 2023Manage the Ascend members list (attendance) & provide the new member list to Secretary every week, take attendance for every event, take charge of Ascend Member of the Year, assist VP of Marketing on Food outings & LNY Celebration, host meetings -
Smart Woman Securities AssociateSmart Woman Securities Fordham University Sep 2023 - PresentNew York, United States- Conduct comprehensive company valuations, utilizing financial modeling techniques to assess potential investments and make informed decisions - Develop investment strategies through market education and engage with industry professionals- Successfully manage an investment portfolio, honing valuable skills in risk management -
Beta Alpha Psi Honors SocietyBeta Alpha Psi International (Bap) Sep 2023 - PresentNew York, United States-Attend weekly guest speaker events featuring professionals from accounting and finance firms -Expand knowledge and skills necessary to excel in an accounting profession-Contribute a minimum of 6 hours to community service and maintain a GPA of at least 3.25-Successfully completed semester-long pledging process -
Kpmg Ideation Challenge Competition Regional FinalistKpmg Nov 2023 - Jan 2024New York, United States- Collaborated with a five-person team to innovate and pitch a new application of generative AI in a company of our choosing- Delivered a 24-slide PowerPoint proposal to a panel of KPMG professionals in a 72-hour turnaround - Schedule to participate in the national competition in January and represent Fordham University -
Deloitte Fantaxtic Tax Consulting Case CompetitionDeloitte Oct 2023 - Nov 2023New York, New York, United States- Analyzed complex asset management strategies within a real-world tax case with team members - Devised innovative solutions to create a compelling presentation for a panel of judges - Gained hands-on experience in optimizing tax structures and evaluated the difference between S and C Corp-Learned the application between bonus depreciation and MACRs depreciation -
FounderSimple Beat Jul 2017 - Nov 2023New York, United StatesFulfill over 4,000+ sales by contemplating alternative shipping methods to optimize the limited time and staff while satisfying customersDesign a website unique to my brand through Shopify.comGrow brand’s TikTok Account to 114K+ followers maintaining a 12% engagement rate in 1 year (@simplebeatstickers) Curate content across 3 social channels (TikTok, Instagram, Pinterest) ensuring a cohesive online brand identityCollaborate with foreign and local manufacturers, which boosts productivityProvide prompt customer support with a professional, friendly, and patient attitude, resulting in 4.5+ star reviews
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Kids Building Wealth Program Business MentorStrivehigher Inc. Mar 2023 - Aug 2023Kids Building Wealth program is a 6-week entrepreneurship program. Participate in 1-hour workshops where I teach students about finances and entrepreneurship, help them develop a business idea, educate and empower students to become young entrepreneurs.Program is targeted at helping undeserved students in the community. -
Real Estate Research AnalystFordham Alternative Investments Club Jan 2023 - Aug 2023 -
EmployeeMy Winda Trading Inc May 2020 - Aug 2023New York, New York, United StatesPitched, developed, and designed a website unique to brand identity through Shopify.comDesigned and uploaded portfolios and lookbooks for customers to further market productsLessened production time and boosted productivity by assembling leather pieces -
Reading TutorStrivehigher Inc. Sep 2022 - Jan 2023Created a welcoming and nurturing online class environment that made students feel comfortable, Curated a personalized list of books that best suit student's reading level, 6-week virtual program, Assessed student on reading comprehension questionsProgram is targeted at helping undeserved students in the community -
Academic Outreach Vice PresidentGreat Neck South High School Sep 2018 - Jun 2022Supervised smooth communication between parents and club members by creating email templates, enhanced club’s performance in lessons by sharing unique educational websites, tutored elementary and middle school students in math, English, and spelling -
Student TutorBuddy Program Sep 2020 - Jun 2021Developed and implemented engaging exercises to improve student's English speaking, writing, and math skills, Created a welcoming and nurturing online class environment that made students feel comfortable, Tutored 2 elementary students every week, Enhanced communication skills
Joanna Li Education Details
Frequently Asked Questions about Joanna Li
What company does Joanna Li work for?
Joanna Li works for Ascend Fordham
What is Joanna Li's role at the current company?
Joanna Li's current role is President.
What schools did Joanna Li attend?
Joanna Li attended Fordham Gabelli School Of Business, Great Neck South High School.
Who are Joanna Li's colleagues?
Joanna Li's colleagues are David Lindow, Kyle Ciger Sario, Johnny Lott, Matthew Galvin, Nirmala Ramalingam, Alec Firrincieli, Antoine Inal.
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