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Financial Analyst Manager

Philadelphia, Pennsylvania, 19102, United States
January 04, 2018

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Programming languages: Excel VBA, Python, R

Database: SQL, Hyperion Essbase

Business applications: Bloomberg Terminal, SAP, Power BI

Language: Mandarin (fluent)


Rutgers University, School of Business, Master of Business Administration, Concentration in Finance Camden, NJ, GPA 3.65 December 2017

Soochow University, Bachelor of Business Administration, Financial Engineering and Actuarial Mathematics Taipei, Taiwan June 2013


Junior Finance Analyst, American Water Inc., Cherry Hill, NJ January 2017-Present

Assist with various functions related to financial statement analysis, revenue, and cost reporting in the corporate office

Establish variance analysis to create financial budgets/reports and prevent discrepancies in cash flows, accounts receivable, and capital expenditures, etc.

Enhance financial ratios by analyzing results, identifying trends, and proposing actions to management

Conduct reasonableness checks of budgeting reports such as rate base timeline, and capital spending

Build multi/logistic-regression models to predict how much gallon of the water delivered

Designed VBA Macro to efficiently incorporate operating units and improve financial models

Trained colleagues for Excel VBA knowledge by demonstrating brief skills and tips

Led in the redesign of Excel VBA script, improving the user experience of financial models

Collaborated with colleagues to build a new model consolidated ten-years financial model for 15 entities, project yielded a 25% reduction in process time Research Intern, Algoseek, New York, NY June 2017-September 2017

Analyzed futures contracts price by using Python to automatic download price information from CME Academic Tutor, Rutgers-Learning Center, Camden, NY December 2016-May 2017

Improved the GPA of ten students by substantially developing customized teaching sessions

Conducted concise tutoring on Statistics I&II and Principles of Finance aimed at successful resolution of learning barrier

Enhanced students’ questions solving skills by converting complex ideas into understandable knowledge Business Assistant, Rutgers School of Business, Camden, NJ January 2016-December 2016

Improved process flows such as reporting process by assisting various departments

Increased enrollment rate for prospective students by explaining Rutgers programs at the NJCPA conference

Promoted the school of business brand image by sharing academic and life experience in BizEd Budget Coordinator, Airborne Forces, Taipei, Taiwan January 2014 -November 2014

Developed plans, schedules, and budgets for projects to improve existing processes

Monitored, budgeted, and updated board wages, approximately 500 soldiers

Reviewed $400,000 budget for completeness and conformance with procedures and regulations Oliver Wu

Experienced MBA seeking Financial Analyst position

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