Lusong Li
Staff Accountant at Agape Cpa Firm- Claim this Profile
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Bio
Credentials
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Graduation Certificate
Washington University in St. Louis - Olin Business SchoolJan, 2023- Nov, 2024 -
Chartered Financial Analyst (CFA)
Basno
Experience
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Agape Cpa Firm
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United States
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Accounting
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1 - 100 Employee
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Staff Accountant
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Jun 2022 - Present
• Evaluate 2 buy-side companies preparing for M&A by conducting ratio and trend analysis with colleague to determine financial health of the company, identifying trends in performances and future risks & opportunities. • Prepare 3-year financial forecast of client company by communicating on trends impacting future performance, establishing forecast assumptions, and building Excel financial models to project future performance. • Calculate enterprise value of client company by conducting market and industry research to determine appropriate interest rate assumptions, building DCF model using Excel to calculate company enterprise value, and comparing results against industry benchmark to assess for reasonability. • Prepare financial statements for 30+ businesses by collecting information on business transactions, determining appropriate treatments, and preparing journal entries and supporting schedules using QuickBooks and Excel. • Provide tax planning advice by evaluating client businesses to identify opportunities for tax savings and presenting advice and expected financial benefits to clients. Show less
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Olin Business School at Washington University
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United States
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Higher Education
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100 - 200 Employee
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Teaching Assistant
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Aug 2022 - Dec 2022
• Worked with Professors(Julia Deems) in the course MGT560F Professional Business Communication • Held TA office hours and answer students’ questions regarding assignments and final projects and graded homework assignments • Facilitated course understanding during classes and provided constructive suggestions in the discussion forum • Worked with Professors(Julia Deems) in the course MGT560F Professional Business Communication • Held TA office hours and answer students’ questions regarding assignments and final projects and graded homework assignments • Facilitated course understanding during classes and provided constructive suggestions in the discussion forum
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财信证券 Chasing Securities
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China
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Investment Banking
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1 - 100 Employee
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Financial Analyst
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Jan 2021 - Aug 2021
• Performed variance analysis on prior 3-year financial statements of 50+ companies using Excel to evaluate financial health of the companies and identify drivers for trends and patterns. • Evaluated client financials for incomplete data and inconsistent reporting; summarized findings to assist client in making adjustments to improve financial accuracy. • Performed variance analysis on prior 3-year financial statements of 50+ companies using Excel to evaluate financial health of the companies and identify drivers for trends and patterns. • Evaluated client financials for incomplete data and inconsistent reporting; summarized findings to assist client in making adjustments to improve financial accuracy.
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Zhong Wei Zheng Xin (Beijing) Asset Appraisal Co., Ltd.
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Changsha, China
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Appraisal Intern
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Jun 2019 - Sep 2019
• Performed audit reviews for public entity with $5.2M revenue by partnering with audit team to perform attestation and physical verifications of assets; suggested process improvement procedures which improved audit turnaround time by 5 days. • Cooperated audit team lead and manager to perform variance analysis on audit difference, identify drivers and calculate materiality of differences. • Reviewed management control procedures and designed timely and actionable recommendations to client • Performed audit reviews for public entity with $5.2M revenue by partnering with audit team to perform attestation and physical verifications of assets; suggested process improvement procedures which improved audit turnaround time by 5 days. • Cooperated audit team lead and manager to perform variance analysis on audit difference, identify drivers and calculate materiality of differences. • Reviewed management control procedures and designed timely and actionable recommendations to client
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China Securities Co., Ltd
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China
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Investment Banking
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200 - 300 Employee
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Wealth Management Intern
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Jun 2018 - Sep 2018
• Corresponded with 12 net-worth clients with cumulative portfolio of $360,000 and served as liaison between clients and senior wealth managers, offered financial planning advice and providing industry information based on risk preferences and investment needs • Assisted managers with holding investment reporting meetings with an average of 150 clients in attendance, and secured 4 new net-worth customers for the Company through these events. • Corresponded with 12 net-worth clients with cumulative portfolio of $360,000 and served as liaison between clients and senior wealth managers, offered financial planning advice and providing industry information based on risk preferences and investment needs • Assisted managers with holding investment reporting meetings with an average of 150 clients in attendance, and secured 4 new net-worth customers for the Company through these events.
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WUYIGE (DAXIN) Certified Public Accountants LLP
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China
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Accounting
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1 - 100 Employee
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Audit Intern
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Jun 2017 - Apr 2018
• Reviewed acquisition price and current values of fixed assets and inventories worth $2 million to assess reasonability of asset values and conduct variance analysis on gaps in asset value with financial statement. • Collaborated with senior associates to compile and prepare audit work papers and related reports using Excel. • Reviewed acquisition price and current values of fixed assets and inventories worth $2 million to assess reasonability of asset values and conduct variance analysis on gaps in asset value with financial statement. • Collaborated with senior associates to compile and prepare audit work papers and related reports using Excel.
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Education
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2021 - 2023
Washington University in St. Louis
Master of Science - MS, Finance-Wealth and Asset Management -
2022 - 2022
上海立信会计金融学院
Extension Program (USCPA Eligible), Accounting -
2015 - 2019
澳门科技大学
Bachelor of Business Administration - BBA, Finance -
The First High School of Changsha, Hunan
High School Diploma
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