Work History
Education
Skills
Campus Leadership
ADDITIONAL INFORMATION
Timeline
Generic
Xinyu Li

Xinyu Li

Work History

Intern

Southwest Securities
05.2025 - 09.2025
  • Audit Support: Prepared financial reports, budget analysis sheets, and other documentation; reviewed and consolidated audit materials; organized and archived over 200 accounting vouchers in compliance with prescribed formatting and sequencing, facilitating smooth audit procedures.
  • Data Analysis: Collected and consolidated key industry news and development trends via databases, industry websites, and WeChat public accounts; forecasted industry growth rates; drafted research report PPTs, enabling over 10 clients to track sector dynamics efficiently and reduce self-monitoring efforts.
  • Interview Summaries: Participated in client and expert interviews; independently authored 18 interview memorandums, distilling clients' business status, needs, market trends, and competitors' marketing strategies; provided actionable insights for strategic planning, earning high recognition from clients and the project director for strong synthesis skills.

Education

Bachelor of Finance -

The Chinese University of Hong Kong, Shenzhen
05-2028

Skills

  • Proficient in MS Word, PowerPoint, and Excel (functions, pivot tables, etc); skilled in PPT design and refinement; familiar with Inshot, Jianying (video editing); experienced with Wind terminal; basic Python programming
  • Mandarin (native), English (fluent working proficiency) CET-4 & CET-6 passed; IELTS 70; GRE 332; full-time instruction in English; capable of reading and composing professional documents efficiently

Campus Leadership

Student Union – Officer | Sep 2024 – Present

- Team Management:Allocate tasks in line with union objectives and supervised team progress, achieving a 100% goal completion rate.

- Event Planning:Conceptualized and executed over 20 campus events with detailed workflow and staffing plans; total attendance exceeded 8,000; received unanimous acclaim and was named Outstanding Student Officer.

Toastmasters Club – Executive Board (Finance & Administration) | Sep 2024 – Present

- Oversaw financial and administrative operations; reviewed and restructured the club's financial records over the past 5 years; formulated the annual budget and secured RMB 50,000 in funding from the university and corporate partners.

- Organized 10+ large-scale events, handling financial planning, cross-department coordination, venue booking, and official account operations; led the club to be ranked among the Top 10 Outstanding Student Clubs and successfully co-hosted joint meetings with UBS Hong Kong, Morgan Stanley, and Lenovo.

ADDITIONAL INFORMATION

Core Competencies: Strong analytical and learning agility; excellent teamwork and communication; self-motivated with proven execution and resilience; logical, composed under pressure, detail-oriented, and highly responsible.

Timeline

Intern

Southwest Securities
05.2025 - 09.2025

Bachelor of Finance -

The Chinese University of Hong Kong, Shenzhen

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