1. MARKY YUAN MA
6100 De Soto Ave, Woodland Hills, CA 91367
818-519-4849 | mayuan2888@gmail.com
LinkedIn: https://www.linkedin.com/in/markyma
EDUCATION
Pepperdine University, Graziadio School of Business and Management Malibu, CA
Master of Science in Applied Finance August 2015
Core Coursework: Financial Modeling, Advanced Financial Accounting, Equity and Bond Investments
Southwestern University of Finance and Economics, Statistics School Chengdu, China
Bachelor of Science in Management Science July 2014
Leadership: Deputy Director of Student Union Office, Monitor of Class
Scholarships: Academic Merit and Secondary Scholarship Awards Receipt
RELEVANT COURSEWORK
Valuation Equity and Bond Investment - Evaluation of stock and debt instruments
Silver Wheaton Corp - Case Study
 Valued and forecasted Silver Wheaton Corp financial data based on annul reports using CAPM, Dividend Model
and DCF Model
 Analyzed financial ratios, performed competitive and benchmark comparison and provided commendations
Education to Business Accounting – Financial condition analysis and impact on company operations
Instant Info System Com - Case Study
 Analyzed target company’s financial statements and provided financial risk reports to managers
 Forecasted financial statements based on historical performance and industry peers, valued target company by
Multiple and DCF Models, produced professional PowerPoint presentation to senior management
EXPERIENCE
Wipit Inc. Pasadena, California
A mobile payments provider servicing the smartphone carrying subscriber base. December 2014 – April 2015
Financial Analyst Intern
 Reconciled daily transaction invoices totaling amount over $800,000 and posted adjustments to monthly
transaction invoices reconciling discrepancies using pivot table and index-match functions.
 Updated each product’s weekly data, provided graphic weekly and accumulated dashboards to financial managers
 Modernized and improved reconciliation and forecast templates, trimming down time to completion by 60%
 Produced over 2,000 dealers’ monthly performance reports for 11 nation-wide masters
Haitong Securities Company Anhui, China
The second largest security company in China with more than $18 billion market capitalization. July 2013 – August 2013
Sales Manager Assistant
 Analyzed customers’ features utilizing multiple regression model. And developed a specific sales plan with
customer manager
 Promoted Company’s new fund product to customers and sold over $30,000 (top 5%) over one month period
AXA Insurance Company Hong Kong Limited Hong Kong, China
One of the biggest multinational investing banking firms, headquarter in Paris. January 2012 – February 2012
HCIA Business Immerse Program
 Participated in the Business-Plan competition organized by AXA leading the team and won first runner-up
position
 Analyzed market data using SWOT model and identified favorable data for future company use
ADDITIONAL
 Language Skills: Fluent in Mandarin and English, Basic Japanese
 Computer Skills: Excellent Excel, MySQL, VBA
 Analytical Tools: SPSS, JMP, Eviews
 Interests: Painting, Basketball, CFA Level I Candidate
 Volunteer: IMS-China, Disabled Children Care Organization