Financial Analyst Management

TING-YING (Erica) WU

**** ***** ******, ***** *******, New York City 11365

217-***-**** *****@********.***

SUMMARY

1+ year economics/ equity research experience, proficient at fundamental research, valuation models

and earnings forecast.

SPECIALTIES

- Financial Modeling: Discounted cash flow model, Merger and acquisition, and Pricing model

- Computer Skill: Excel, Bloomberg, Capital IQ, PowerPoint, MS Access SAS and STATA

- Language: English, Chinese, German, French and Japanese

EXPERIENCE

12/2012 -05/2013 Equity Group Investment Chicago, IL

Financial Analyst

Researched section 382 of the Tax Code, specifically on the tax losses rules

Collaborated with the CFO, attorneys and accountants of the company,

developing excel models to track ownership changes of its investments

Analyzed the consequence of bankruptcy claims using different stock

offering methods, such as cash issuance, solely for cash and small issuance

09/2009 -06/2010 National Chengchi University Taipei, Taiwan

Computer Consultant

Designed and taught Excel, SAS and STATA lectures for thirty students

Instructed OSIRIS and EBSCO database in easy-to-understand format

Advised students individually about their progress and research projects

RESEARCH

Option Pricing Model (Excel, VBA, Stock Trak)

Constructed put/call option interface and applied to option market, gaining three thousands by short selling Toyota put

options

Alfin Fragrances Inc. Case Competition (Excel, Bloomberg, PowerPoint)

Offered financing policy recommendation of issuing convertible bonds, raising 3.58 million funds to support

company’s new product line

Merger and Acquisition – IBM and Splunk (Excel, M&A Model, Capital IQ)

Evaluated potential acquisition opportunity for IBM to acquire Splunk and resulted in a 200 million synergy deal

valuation

Euro/ US Dollar Exchange Rate Forecast & Analysis (SAS, RATS) Estimated the trend and

sustainability of the Euro/US Dollar exchange rate in a ten year horizon and concluded a stable exchange rate by

forecasting a zero horizontal line from ARMA model

EDUCATION

06/2012 -05/2013 University of Illinois at Urbana- Champaign Urbana-Champaign, IL

Master of Science in Finance GPA: 3.54/4.00

Major Courses: Investment Management, Fixed Income, Mergers and

Acquisitions, Financial Modeling and Derivatives, Advanced Corporate Finance

08/2010 -05/2012 Master of Science in Policy- Economics GPA: 3.09/4.00

07/2007 -06/2010 National Chengchi University Taipei, Taiwan

Bachelor of Art in Economics GPA: 3.52/4.00

Contact this candidate