YANG LUO, MBA
**** * ****** **. . **** Lawn, NJ *7410
****@******.*** . C 484-***-****
QUALIFICATIONS
Industrious, bilingual Financial Service Professional seeks career opportunities in
the field of Financial Analysis. Background includes four-year corporate financial
analysis experience in a leading commercial bank in China, one and half years
business strategic consulting experience for start-up medical devices companies and
bio-tech companies in the U.S., complex financial and valuation modeling
experience, data mining experience, and Certified Accountant in China. Fluency in
Chinese and English. Technically proficient in MS Excel, Word, PowerPoint,
Excel-VBA, SAS Programming, and C Programming.
PROFESSIONAL EXPERIENCE
EYEIC, LLC., Philadelphia, PA
2009/10-present
Analyst: Develop forecasts, budget variance and other financial reports. Provide
recommendations to management in an effort to achieve profit objectives.
Build up Excel financial and valuation model to support seeking $2 million venture
capital financing.
Monitor key performance indicators against plan/budget, reporting on key variances
and recommending appropriate correction actions.
UNIVERSITY CITY SCIENCE CENTER, Philadelphia, PA
2009/06-2009/10
MBA Fellow: Provided commercialization guidance to early-stage life science
technologies under development at academic research organizations in the Greater
Philadelphia Region.
Conduct industry analysis and market research for the "CD47 Modified Extracorporeal
Cardiac Bypass Tubing Resistant to Acute Inflammatory Response" technology.
Guide the development of R&D proposals of CD47 technology, ensuring that it retires
risk for follow on commercialization through licensing or investment in new
companies.
LIFE QUALITY TECHNOLOGIES, LLC., Philadelphia, PA
2008-2009
Consultant: Provided strategic consulting service to the start-up medical devices
company. Worked with the senior management through the whole consulting life-cycle,
including business development, data gathering, data analysis, and financial
modeling.
Completed economic and consumer trend analysis, competitor analysis, and market
size quantification.
Conducted research on manufacture, operation, and distribution channel to address
the primary cost for the company.
Developed integrated business plan embedded with a dynamic and robust Excel
financial model to support valuation and $1 million venture capital financing.
ADVANTA BANK CORPORATION, Spring house, PA
Summer 2008
Analyst, Credit & Marketing Analysis Department: Conducted data mining to analyze
customers' paying habit.
Built data mining models with SAS software to analyze the correlation between
customer attitudes reflected from the comments and the possibility of payment
delinquency.
Visualized 2 years of previously untouched data in a 15 minute "data movie" to
allow rapid understanding of customer attitudes tied to aspects of Advanta's
business.
CHINA CONSTRUCTION BANK (SEHK: 0939), Kunming, CHINA
2001-2005
Relationship Manager, Corporate Banking Department: Retained, managed and expanded
corporate client relationships. Managed a portfolio of corporate client accounts,
increasing revenue through cross-selling company products and services. Met with
client management teams and financial sponsors to monitor loans.
Performed financial analysis and due diligence analysis on clients in the Retail
Industry and the Mining & Metal Industry.
Prepared $400 million loan proposals and $500 million credit line proposals.
Built and maintained strong relationship with 15 corporate clients.
EDUCATION
Temple University, The Fox School of Business and Management, Philadelphia, PA
Master of Business Administration, major in Finance and Accounting, 2007-2009
Recipient, Dean's Scholarship
WUHAN UNIVERSITY, Wuhan, CHINA
Bachelor of Business Administration in Accounting, 1997-2001
Publication: Yang Luo. "ERP Implementation Issues in Chinese Companies"(in
Chinese), Commercial Research, 2001 No.6 P.85-86.