Xi Wen Huang Li
Summary
With experience a s a budget analyst, I have developed a strong foundation in financial planning and analysis. My role is to collaborate with various departments to create and manage budgets, ensure accuracy and compliance with regulations. I always keep on track with the current economic trend, which allows me to provide valuable insights for effective decision-making. This experiences has equipped me with the skills necessary to transition into an investment analyst role.
Overview
1
1
Certification
Work History
Budget Analyst
No
- Budget Development and Review: Collaborate with managers to create and assess budgets for accuracy and compliance.
- Consolidation and Presentation: Combine department budgets into one organizational budget and explain funding needs to stakeholders.
- Financial Analysis and Oversight: Help evaluate plans, suggest alternatives, and monitor spending to ensure budget adherence.
- Financial Forecasting: Estimate future financial needs to support organizational planning and funding decisions.
Education
Master of Finance - Finance
University of Melbourne
Melbourne, Australia11-2027
Bachelor of Accounting And Finance - Accounting And Finance
University of Melborune
Melbourne, Australia11-2025
Skills
- Analytical skill - knowledge of finding investments
- Communication skill - clearly explain what are recommended to clients
- Computer skill - using software to analyze financial data and trends
- Detailed oriented - pay attention to every investment
- Math skills - calculate value of the financial securities
- Writing skill - written technical information that is understandable to the intended audience
- Decision-making skill - reach conclusion to whether should buy, hold, or sell the security
Certification
- Certified Government Financial Manager (CGFM)
- Association of Government Accountant (AGA)
- Financial Industry Regulatory Authority (FINRA)
- Chartered Financial Analyst (CFA)
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Budget Analyst
No
Master of Finance - Finance
University of Melbourne
Bachelor of Accounting And Finance - Accounting And Finance
University of Melborune
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