Financial Analyst

Yun-Shen Esther Lo

*** ******** **. *********, ** 94087

520-***-****, **********@*****.***

Summary: Financial Analyst with degree in Management and Finance and 6+ years experience in financial analysis Employment History

Financial Advisor, Integral Financial, San Jose, CA, July 2015 Present

.Manage and develop professional relationship with 100+ clients while advising a total of $20 million in assets

.Increase company revenue from direct sales by 10% over one year

.Coordinate portfolios review with clients and recognize an investment’s performance toward achieving their financial needs and long term goals

Proxy Research Associate, Glass Lewis & CO., San Francisco, CA, Apr. 2015 June 2015

.Evaluated the board structure and corporate governance policies of public traded companies

.Analyzed company filings and news events, summarized meeting proposals, and counseledvoting recommendations Online Marketing Specialist, University of Arizona, Department of Finance, Tucson, AZ, Sep. 2013 Aug. 2014

.Released and designed new website for Dept. of Finance, including published weekly blogs

.Directed by weekly meetings for implementing online marketing strategic and monitored website traffic growth

.Implemented and managed social media marketing and related online activities for multiple sites achieving exponential blog readership by 30%

Financial Analyst, Trendforce Corporation, Investment Division, Taipei, Taiwan, Oct. 2012 Apr. 2013

.Developed new business opportunities, partnered B2B Services, and cultivated 120+ clients in US, EU, and Asia

.Programmed complex financial and compiled data to generate month and quarterly reports through ERP system

.Prepared ad hoc analysis reports to assist C level executives in decision making and evaluating investment portfolios

.Directed a membership development project for Trendforce, resulting in a 20% membership revenue increase Assistant Analyst, Trendforce Corporation, Memory & Storage Division, Taipei, Taiwan, Apr. 2011 Oct. 2012

.Proficient in data mining method, extracting relevant information for reports and presentations

. Initiated dual diligence on new membership development projects generating over $4 million in revenue

.Synchronized business processes and increased communications throughout various levels of organization using CRM software, reducing lead time throughout entire business process

.Conducted a service program re engineering project and increased customer satisfaction by 15% Research Associate, Trendforce Corporation, Memory & Storage Division, Taipei, Taiwan, Aug. 2009 Apr. 2011

.Analyzed Semiconductor market financial and inventory activities using Excel modeling (Vlookup, Pivot Tables, Formulas, etc) including monthly and quarterly trend evaluations

.Prepared Public Use and Restricted Use Data files, Electronic Manual and User Guide Research Assistant, Ming Chuan University, Dept. of Business Administration, Taipei, Taiwan, Apr. Sep. 2008

.Consulted entrepreneurs on their business plans and helped more than 10 students to launch new businesses

.Assisted professor to launch Entrepreneurship Center and optimized the business operations through ERP system Professional Training

.SQL, create and insert value into system; query, aggregate and modify the database

.SAP ERP, familiar with SAP ERP Sales & Distribution, Materials Management, Production Planning & Control, Financial Accounting, Controlling, and Human Capital Management modules

.R Analysis, understand functions in R programming, analyze and summarize dataset Education

Master of Science in Finance, University of Arizona, December 2014

.SAS Project on “Capital Structure and Stock Return”, programmed SAS codes and created results, scored top grade

.Represented Eller College of Management to participate 2015 Venture Capital Investment Competition Bachelor of Business Administration, with a concentration in Finance, Ming Chuan University, June 2009

.Research Project on “The Impact of Oil Prices on Taiwan Airline Industry ” earned the highest grade in the class Professional Certification

.Financial Industry Regulatory Authority, Series 7 and Series 63, 2015

.SAS Certified Base Programmer for SAS 9, 2014

.Bloomberg Certification, a Bloomberg essentials training program, 2013

.Certification on ERP Application Engineer for Financial Module, Data Systems, 2009

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