Spreadsheet
Siu Chun Joshua Mok
Junior Financial Analyst
Taipei,TPE
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Earned CFA Level I in Jan 2019. Experienced in qualitative and quantitative analysis, research and report writing. Tech-savvy in use of spreadsheets, SQL and Power BI.
Overview
1
1
year of professional experience
2
2
Certificates
3
3
Languages
4
4
Years of post-secondary education
Work History
Research Analyst Intern
World Class Arena
Hong Kong, Hong Kong
04.2016 - 09.2016
- Researched on mathematical skills of junior high school students by Excel pivot table analysis and Student's t-test.
- Identified strengths and weaknesses of students from different regions.
- Investigated impact of student's background on test results.
- Evaluated performance on various mathematics skills.
- Researched and compiled tailored exam analytics and reports for senior management with Excel and Word.
Acting Treasury
Inter-College Christian Fellowship
Hong Kong
05.2015 - 04.2016
- Prepared annual budgets to help strategically direct events organization and strengthen inter-college communication.
- Prepared and presented Financial Statements in Annual General Meeting.
- Solved complex problems for senior leadership to execute on-time and under-budget projects.
- Consolidated financial data and materials for key leadership meetings.
- Developed subsidy program to lifted participants of key events by 10%.
Education
Bachelor of Science - Mathematics And Economics
The Hong Kong University of Science And Technology
Hong Kong 09.2014 - 01.2019
Skills
Research abilities
Software
SQL
Power BI
Certification
CFA Level I Passed
Timeline
TOEIC 990
12-2021
CFA Level I Passed
12-2018
Research Analyst Intern
World Class Arena
04.2016 - 09.2016
Acting Treasury
Inter-College Christian Fellowship
05.2015 - 04.2016
Bachelor of Science - Mathematics And Economics
The Hong Kong University of Science And Technology
09.2014 - 01.2019
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