Data Financial

YUGE GUO

CFA Level * Candidate

New York (Willing to Relocate) Tel: 929-***-**** ***********@*****.***

Summary

Specialise in financial data analytics and business intelligence

Strong problem solving capability by combing business acumen with analytics techniques

Technical Skills

Financial Modelling, Financial Statement Analysis, Scenario/Sensitivity Analysis, Forecasting and Valuation

Python, R, Excel VBA, SAS

IBM SPSS Modeler, Tableau, STATA, PowerPoint

Education

Fordham University, Gabelli School of Business New York, NY MS in Applied Statistics and Decision Making, GPA 3.7 (STEM) 2015-2017 Relevant Courses: Data Mining, Big Data Analytics, Statistical Theory I & II, Statistical Method and Computation,

Explanatory Models

University of Edinburgh, Business School Edinburgh, UK BA/MA(Hons) in Accounting and Finance, First Class Awarded, GPA 4.0 2011-2015 Relevant Courses: Excel Modelling, Risk Management, Futures and Options, Advanced Accounting

Work Experience

AXA ADVISORS New York, NY

Financial Advisory Intern 09/16-12/16

Optimised asset allocation strategies for 183 brokerage accounts

Evaluated portfolios’ performance (range around 1MM ) and present to Financial Professionals

Facilitated client accounts opening and managed 800 clients’ profile in Salesforce

HAVER ANALYTICS New York, NY

Quantitative/Financial Data Research Analyst 06/16-08/16

Improved data management efficiency, such as constructing 250 new series of data by applying Excel VBA

Achieved data quality assurance over 3,000 series of financial data across 20 countries in DLX Database

Solved outliers in 3,000 series of data by conducting research on unusual movements in the time series

THE UNIVERSITY OF TEXAS AT AUSTIN Austin, TX

Financial Accountant 08/13-05/14

Processed hundreds of payments to vendors and reimbursements to more than 40 staff members

Organised receivables and journal entries, such as tuition records for over 3,000 international students

Quantitative Experience

Python Project: Apply to Portfolio Management New York, NY, 03/17-04/17

Automated calculation process of risk and return by creating Python codes

Achieved automated download of latest data from HTML by applying BeautifulSoup and UrlOpen modules

R Project: March Madness Data Crunch, Sponsored by Deloitte New York, NY, 10/14-03/15

Predicted wining probability of each team by using Logistic Regression, Decision Tree and Random Forest in R

Identified 10 most significant variables out of 100 variables by performed forward stepwise regression in R

Cleaned historical dataset with approximately 100 types of explanatory variables by using R coding

Forecasting and Valuation Project Edinburgh, UK, 02/15-03/15

Calculated WFM enterprise value by using DCF model, compared with Gordon model, CAPM and PE model

Forecasted financial statements for next 5 years using EXCEL modelling

Performed regression model to identify Beta

Financial Risk Management: 32-Page Empirical Project Edinburgh, UK, 10/14-03/15

Analysed impact of derivative use on firm value: evidence from 1,000 U.S. energy producers, by performing multiple regressions using Excel and STATA

Built statistical models to enable automatic computations of Tobin’s Q in Excel Datastream

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