Jingman Lyu

Financial Analyst I at Ivy Bridge Group
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Contact Information
us****@****om
(386) 825-5501
Languages
  • French Limited working proficiency
  • English Full professional proficiency
  • Chinese Native or bilingual proficiency

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Credentials

  • Introduction to Structured Query Language (SQL)
    Coursera
    Nov, 2018
    - Oct, 2024
  • Life, Accident and Health License
    California Department of Insurance
    May, 2018
    - Oct, 2024

Experience

  • Ivy Bridge Group
    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Financial Analyst I
      • Dec 2018 - Present

      Performed financial and profitability analysis and developed monthly capital and operating expense and forecasting Helped senior management in decision making by creating financial analysis, budget briefings and presentations Worked closely with accounting (GAAP) regarding payable while reconciling invoices from third party vendors Created appropriate and timely financial statement for assigned properties such as journal entry preparation on a weekly basis using VBA with VLOOKUP function Show less

  • Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Underwriter and Financial Analyst Intern
      • Apr 2018 - Aug 2018

       Utilized generalized linear model (GLM) model in conducting credit risk analysis against incoming applicants for insurance products.  Efficiently handled financial models used for financial statement forecasts and business decisions by Excel Macros.  Delivered effective demographic report on existing customers in determining characteristics of potential customers.  Worked closely with accounting regarding payable while reconciling invoices from third party vendors.  Utilized generalized linear model (GLM) model in conducting credit risk analysis against incoming applicants for insurance products.  Efficiently handled financial models used for financial statement forecasts and business decisions by Excel Macros.  Delivered effective demographic report on existing customers in determining characteristics of potential customers.  Worked closely with accounting regarding payable while reconciling invoices from third party vendors.

  • China Everbright Bank
    • China
    • Banking
    • 200 - 300 Employee
    • Summer Financial and Accounting Analyst
      • May 2017 - Aug 2017

       Efficiently managed mid-year financial statement auditing while performing investigations regarding deductions from customer payments.  Steered efforts in generating manager-level presentations, including weekly business reviews and ad hoc deliverables.  Maintained involvement in initiating different financial products by identifying prospective financial outcomes.  Determined the impact of different inputs on financial earnings through pivot tables by performing sensitivity analysis. Show less

  • FXCM
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Foreign Exchange Trader and Analyst
      • Jan 2016 - Feb 2016

       Applied adeptness with technical and fundamental analysis, thereby completing more than 10 trades daily and obtaining 20% return over four-week period.  Collaborated with the Investment Professional Team in formulating effective investment strategies by using forward contracts while examining foreign exchange data for Great British Pounds (GBP) - United States dollar (USD) and USD- Canadian dollar (CAD) contracts.  Participated in overseeing investment proposals, internal presentations, and summaries of investment meetings.  Gained a recommendation letter as well as attendance certificate from the manager by participating in the winter intern program. Show less

Education

  • Pepperdine Graziadio Business School
    Master of Science - MS, Applied Finance
    2017 - 2018
  • McGill University
    Study Abroad, International Business
    2017 - 2017
  • Jinan University
    Bachelor of Economics, Finance
    2013 - 2017
  • Jinan University
    Bachelor of Arts - BA, English Language and Literature
    2013 - 2017

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