Sales Analyst
Resume:
Lisa Y. Sun
Irvine, CA, ***** U.S.A
*******@*****.***
SUMMARY
Over 6 years' experience in the financial arena
Demonstrated ability to interpret and summarize data into meaningful information
Wide range of financial and accounting expertise
Extensive background in statistics and data analysis
EXPERIENCE
Epson
Financial Planning
Financial Analyst II
(2010~Now)
Long Beach, CA
Assisted EAI in attaining revenue and profit targets by providing accurate and relevant
annual budget, quarterly forecasts, reporting, and financial analysis and developing
analysis to identify areas for improvement in income statement and balanced sheet
position of EAI.
Prepared monthly financial variance analysis and reporting by product line and sales
region; supported the month end close for allocations and other financial activities;
used SAP BPC system to prepared ad-hoc reporting to meet internal and external customer
requirements.
Developed revenue trend analysis; worked closely with sales, pricing, channel marketing
and product line managers to identify trends and manage specific issues that will
impact forecast; provided analysis and recommendations on product needs based on
analysis of the completed forecasts.
First American Corporation
FP&A
Financial Analyst
(2007~2009)
Santa Ana, CA
Prepared monthly P&L forecasting work; coordinated with various groups throughout the
organization to obtain information necessary for the preparation of required reports;
collaborated with various operating groups to identify and structure major tactical
improvement opportunities.
Did the variance analysis; provided budget-to-actual variance analysis for monthly,
quarterly, and annual reporting; solved accounting problems, interpreted financial
statements and data, examined and monitored accounting cycles and flows and reviewed
general ledger entries.
Assisted in annual budgeting process for the company; Made financial reporting package;
reviewed current processes and reports with the goal to continually improve and
streamline the reporting process; gathered and consolidated detailed information to
assist companies in understanding measures of financial performances.
21st Century Insurance Group
Treasury/Investor Relations
Financial Analyst
(2005~2007)
Woodland Hills, CA
Developed and maintained the Weekly Process Report; prepared written reports and
analysis regarding various operational and financial results; made the Daily Market
Summary; did the Investment Dashboard Report every week, which including dividend roll
portfolio analysis and fixed income portfolio benchmark analysis.
Assisted with the investment decision making process; performed capital structure
analysis and recommended a dividend plan that will maintain capital adequacy, retain
enough capital to support future growth and enhance shareholder wealth over the next 1
to 5 years; prepared materials for annual Rating Agency presentations and possible
Investment Bank meetings.
Worked as part of the quarterly competitor analysis group, made the personal auto
industry underwriting summary; did the top line and bottom line performance analysis,
valuation measures and capital metrics; provided the industry analyst commentary and
earnings call highlights.
Prepared daily cash positioning of company cash accounts; reviewed bank account
analysis and Flexible Spending Account analysis; implemented and used various bank cash
management products including bank internet platforms, reporting, positive pay and
other; used Tracker system to file unclaimed property.
Used A.M.Best and Highline data tools to do industry statutory data analysis.
EDUCATION
Case Western Reserve
University
Cleveland, OH, U.S.A
MBA, Weatherhead School of Management
Concentration: Finance and Accounting
Shanghai University Of Finance And
Economics
Shanghai, China
Bachelor of Economics, Statistics
Minors: International Business & English
COMPUTER SKILLS
Proficient in MS Office, Powerpoint, Hyperion/Essbase, PeopleSoft, A.M.Best, Highline
Data, BuyPoint, SAP, Oracle, ADI, Discoverer, Dashboard, Access, Excel and Bloomberg
Others
Visa status: Green Card
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