yunzi liu

associate

About

Experienced Associate with a demonstrated history of working in the venture capital and private equity industry. Skilled in industry and firm level analysis, financial modeling, deal analysis and etc. Strong professional with a Master’s Degree focused in Accounting from Boston College - Wallace E. Carroll Graduate School of Management.

Country

china

City

shenzhen

Industry

venture capital & private equity

Skill

public speaking, accounting, marketing, customer service, finance, communication, business writing, social media, event planning, microsoft excel, powerpoint, microsoft word, microsoft office, business analysis, international marketing, process management, corporate finance, financial modeling, financial analysis, financial planning, teamwork, time management, analytical skills, consulting

Experience

investment analysis intern

qianhai fund of funds

2017-11 - 2018-4 · 6 mos

* Analyzed funds and PIPE projects from various aspects, including industry level, firm level and ROI etc. * Conducted industry analysis focusing on Education, TMT, Medicare and Pharmaceuticals areas * Investigated organization structure, historical performance, investment strategies and risks etc. * Participated in interviewing with key personnel, financial due diligence, and valuation of PIPE projects * Kept tracking of the performance of invested funds and projects and communicated with related personnel

finance intern

1010data

2015-6 - 2015-8 · 3 mos

* Performed Time Tracking Analysis, including collecting and analyzing over 150 timesheets * Participated in preparing half-year Financial Summary with Director in Finance, VP Finance and CFO * Leveraged 1010data’s platform to perform Time Tracking Analysis and presented the product to Executives * Shared observations and proposed improvements in the Time Tracking process to Executives and Human Resource * Assisted with reconciliation of Trial Balance, updates of financial modeling in Adaptive Insights and analysis of bookings and revenues in Sales Force

financial analyst

1010data

2015-10 - 2016-6 · 9 mos

* Prepared Financial Statements, Department-Level P&L, Sales Performance Analytics Reports etc. * Analyzed financials, compared Actual with Budget and prepared financial statement notes for critical items * Built and maintained financial reporting and forecasting models in Excel (over 100 tabs) * Lead analyst in the company-wide time tracking function re-design and implementation * In charge of weekly communication with software consultants of three back-office data platforms * Collaborated with HR, Sales and Accounting Dept. to improve the efficiency in data flow and integration

associate

c squared partners

2018-7 - Present · 8 yrs 3 mos

student employee

university of illinois at urbana-champaign

2014-9 - 2014-12 · 4 mos

Worked at the Ikenberry student Dinning Hall and cafeteria

summer intern

kpmg china

2014-7 - 2014-8 · 2 mos

* Led a team of six interns on the final project of auditors’ relationship with clients and presented to managers * Participated in the Interim Audit of a multi-million software firm; inquired about critical accounting methods * Constructed working papers for several important accounts (i.e. salaries payable, interest payable) * Checked vouchers, examined contracts, performed walk-through tests and sent bank confirmations

summer intern

tencent

2012-7 - 2012-8 · 2 mos

* Designed the display for onsite promotional exhibit with Director in Design * Participated in the discussion of developing marketing strategy with Marketing Team * Performed statistics, organized, analyzed data and summarized the results for accounting department * Determined the final edition of an environmental production broadcast video with other 45 teammates