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Financial Analyst Professional Experience

Philadelphia, Pennsylvania, 19102, United States
February 13, 2018

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Oliver Wu

E: M: +1-405-***-**** GitHub:


Experienced Financial Analyst who tackles complex assignments, accomplishes strict deadlines and presents superior performance. Retains practical knowledge in corporate finance and investment finance. Utilizes robust financial planning and analytical skills to inform senior managers of discrepancy and reduce company expenditures. Functions with a strong sense of urgency and excel in a fast-paced environment. Fluent in Mandarin. Core competencies include:

Corporate Finance Financial Modeling Investment Finance Financial Analysis Statistical Modeling Financial Reporting Budgeting & Forecasting US GAAP IFRS Equity Research Lean Six Sigma Green Belt PROFESSIONAL EXPERIENCE

American Water Cherry Hill, NJ January 2017-December 2017 The most significant utility company in the US, providing safe, affordable, and clean water services including regulatory business in 15 states, industrial water supply, and military services. Financial Analyst Intern

Prepared financial metrics for senior managers by consolidating a variety of reports along with analysis of business trends for American Water’s $2.8 billion revenue in regulatory segment business. Supports the development of management reports, presentations and ad-hoc reporting. Predicated annual operating revenue and monthly forecasts

• Collaborated with colleagues to build a new model consolidated ten-years financial model for 15 entities, project yielded a 25% reduction in process time

• Improved corporate model by redesigning Excel VBA to increase efficiency and the user experience of financial models

• Developed financial analysis to support senior managers in growing the business segment’s capital plan more than $7.2 billion over the next ten years

Algoseek New York, NY June 2017-September 2017

One of the innovative sell-side company offers the most realistic US market data that is especially useful for investors, hedge funds, banks, and individuals worldwide. Research Intern

Utilized programming skills of Python for web scraping to automatically download more than 300 futures contract data from CME group into Excel spreadsheet to form continuous futures contract price for backtesting. Customized the Excel spreadsheet by disaggregating HTML elements.

• Developed a script by using Python to analyzed continuous futures contract price to predict certain key trend

• Extracted one of the financial assets from CME group record data EDUCATION

Rutgers University Camden, NJ December 2017

School of Business, Master of Business Administration, Concentration in Finance Soochow University Taipei, Taiwan June 2013

Bachelor of Business Administration, Financial Engineering, and Actuarial Mathematics TECHNICAL SKILLS

Excel VBA Python Web Scraping SQL Tableau Hyperion FPM Bloomberg Terminal SAP Power BI Essbase HTML CSS JavaScript Microsoft suite Google Analytics

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