Xinyu Li Email & Phone Number

美国 加利福尼亚州

• Constructed the P&L statement and performed variance analysis monthly by leveraging revenue, COGS, and OPEX, comparing actuals to budget/forecast, identified unfavorable variances with marketing team, supporting.
• Building financial model forecasting the annual revenue, expenses, and profitability for a new product line with sales and marketing teams, aiding in the assessment of potential financial outcomes.
• Executed variance analysis on recruitment expense overruns, across key metrics like salary cost, headcount variance, and hiring rate vs. attrition rate, and collaborated with the HR team to refine recruitment.
• Analyzed user engagement data, customer acquisition costs and conversion rates, collaborated with the marketing team to identify the most efficient promotional channels, resulting in a 3% increase in new user growth.
• Managed accounts payable process, including audit purchase orders, setting up vendor information, communicating with suppliers to verify invoice details, and processing check and ACH payments, ensuring adherence to.

Hong Kong

• Developed and maintained weekly/monthly Asset-Backed Securities (ABS) default rate reports to support decision making.
• Developed a model to forecast default rates of Asset-Backed Securities (ABS) for the next six months and developedmonthly reports on default rate trends, supporting investment strategies.
• Prepared customized client reports by analyzing portfolio performance, including asset allocation, risk exposure, andinvestment returns, supporting portfolio reviews for 10+ high-net-worth clients.
• Conducted market research and investment analysis, evaluating equity and fixed income, aligned with client objectives.

Beijing, China

• Assisted in M&A due diligence for Straight Flush Group ($11B market cap), analyzing profitability, cash flow trends, and operational efficiency of target companies, and delivered reports that informed deal valuations.
• Performed scenario analysis to evaluate potential outcomes and built and automated financial models to forecast cash flows and operational costs for client projects, supporting budgeting and strategic decision-making.
• Developed a strategic slides presentation that synthesized the company's financial performance, competitive advantages, and operational status, providing insights into the executive team and organizational structure to.
• Collected and analyzed the development of the internet finance industry, compiled a list of consumer finance license holders, and assessed the business impact of industry leaders.
• Investigated the changing regulatory framework of the internet financial market, including the strategic implications of the transition from bank interface to third-party payment systems and the qualifications required.

• Performed monthly P&L analysis, identified a decline in profit margin for a specific drug due to increased procurement costs, and recommended a supplier diversification strategy, improving profitability.
• Collected data and developed marketing budgets for the upcoming fiscal year by gathering historical marketing activity data and analyzing return on investment, supporting the company in setting budget plans
• Developed expense reporting for sales teams, including overview reports, category, and monthly breakdowns, and sent customized reports to team leader to check their budget execution, analysis and explain the.
• Forecasted sales and expenses for pharmaceutical products by analyzing historical trends and seasonality, aligning inventory plans with demand, reducing stockouts by 12% and minimizing excess costs.
• Crafted automated Python-based scripts to efficiently extract data from invoices and streamline the financial modeling process.

Master Of Arts - Ma, Econometrics And Quantitative Economics, 3.7

Bachelor Of Science - Bs, Business Administration, 3.97