Caoye Lu
Germantown,MD
Summary
Experienced Financial Analyst with a background in managing and interpreting financial data to support business decision-making. Strong skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Notable impact made on previous work through identifying cost-saving opportunities and enhancing operational efficiency.
Overview
1
1
year of professional experience
Work History
Financial Analyst
Trustworthy Mortgage
Vienna, VA
07.2023 - Current
- Assessed potential risks associated with new investments or acquisitions.
- Prepared detailed reports on financial status of clients' investments.
- Evaluated complex financial information from multiple sources to make sound recommendations.
- Prepared monthly, quarterly and annual financial reports for management review.
- Prepared monthly balance sheets, income statements, cash flows statements, budgets.
- Developed financial models to forecast company revenue and expense trends.
- Reviewed and endorsed financial assumptions used in strategic planning.
- Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.
Education
Bachelor of Science - Global Community Health
George Mason University
Fairfax, VA05-2020
Master of Science - Finance And Accounting
University of North America
Fairfax, VASkills
- Bookkeeping
- Auditing
- Funds distribution
- Data Analysis
- Report Preparation
- Statistical Analysis
- Research abilities
- Negotiation
- Expense and revenue analysis
- Accounting Principles
- Self-motivated professional
Languages
Chinese (Mandarin)
Professional
English
Professional
Accomplishments
- 2012 Nanjing Karate Open Junior Group Top Four
- First place in Zhejiang Traditional Martial Arts Competition (Mantis Boxing) in 2015
Affiliations
- Volunteers of China Stray Cat and Dog Rescue Organization
Timeline
Financial Analyst
Trustworthy Mortgage
07.2023 - Current
Bachelor of Science - Global Community Health
George Mason University
Master of Science - Finance And Accounting
University of North America
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