Open to opportunities

Haojie Xia

@haojiexia

I analyze financial statements, valuations, and investment decisions through accounting, finance, and banking experience.

United States

Message

What I'm looking for

I'm seeking an opportunity to apply financial statement analysis, valuation, accounting, and investment coursework in a finance, banking, or accounting role while continuing to build practical analytical experience.

I'm pursuing accounting and finance through hands-on work in investment education, banking, and financial operations.

At Case Western Reserve University, I support the Investments course as a teaching assistant and grader. I evaluate quantitative work for 60+ students and guide them through portfolio diversification, CAPM, valuation, and risk-return decisions.

During my Bank of China internship, I reviewed borrower income statements and credit records for mortgage credit evaluation. I also verified financial documentation and supported loan application processes.

In accounting and student-organization finance roles, I've processed invoices, supported accounts receivable and payable, reconciled inventory discrepancies, and tracked budgets and event expenditures.

Experience

Work history, roles, and key accomplishments

Current

Teaching Assistant & Grader

Current

Case Western Reserve University

Assist professor in delivering undergraduate Investments course covering portfolio theory, CAPM, and asset valuation. Evaluate assignments for 60+ students and conduct office hours to guide students through portfolio diversification and investment decision frameworks.

CAPM Asset Valuation Quantitative Analysis Financial Education

Education

Degrees, certifications, and relevant coursework

Case Western Reserve University

Bachelor of Science, Accounting

Pursuing a Bachelor of Science in Accounting with a secondary major in Finance and a minor in Economics. Coursework includes financial accounting, financial statement analysis, corporate reporting, corporate finance, and investment.