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Management Professional Experience

Location:
Los Angeles, California, United States
Salary:
70000
Posted:
May 28, 2018

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Resume:

Paul Yuan

*** * ******* ***. *****: 281-***-****

Los Angeles, CA 90006 Email: ac5nbr@r.postjobfree.com

Professional Experience:

America Chung Nam, City of Industry, CA March 2018 – Present

FX Market Analyst

Recommended actions for hedging foreign currency positions

oAnalyzed market data to identify opportunities to minimize risk and optimize hedging performance

oProposed standardized procedures for strategic action plans based on technical indicators and economic news to determine market sentiment and forecast trend

oSpearheaded initiatives to control and audit our hedging procedures

Re-engineered financial reporting to senior management through newly developed financial models for comparing variances and scenario analysis

oReported company-wide hedging performance to our senior management team and CFO

oUtilized Microsoft Excel to monitor our foreign currency exposures and track our FX positions

oStreamlined accounting applications through system automation

oPartnered with foreign subsidiaries to prepare cash forecast based on intercompany billing and purchase order information

Integrated FX trade information into our enterprise SAP system

oEffectively established audits and controls for payment processing and work flow

Mitsubishi UFJ Financial Group, Los Angeles, CA October 2017 – March 2018

Commercial Loan Specialist

Investigate and provide due diligence in preparation for audit

oResolve any accounting discrepancies in the general ledger

Report and analyze commercial lending activity to executive management

Constructed valuation models and payment schedules for departmental use

oLoan sales, cost breakdowns, foreign currency conversions, waterfall payments

Trust Company of the West, Los Angeles, CA May 2015 – May 2017

Investment Operations Associate

Researched and analyzed market levels, trading activity, and fundamental security valuations

oBuilt models to forecast and budget large, recurring cash flows for inter-departmental use

oCash forecasting and portfolio management (duration, hedging, etc.)

oEffectively manage the cash and liquidity of fixed income portfolios valued at $144 billion

oMonitor account liquidity to assure appropriate agency MBS risk exposures and allocations

oSet up trades to adjust exposures in agency mortgages across accounts

Partnered with relevant groups to reconcile and research resolutions for all cash-related issues and cash flow discrepancies

oWorked with clients and custodians to successfully transfer an average of $1.5 billion in client contributions and $500 million in investor distributions per month

oInvestigate and provide due diligence in preparation for audit

oSuccessfully coordinated over $10 billion in new account fundings (year-to-date in 2016)

Completed initiatives to drive operational efficiency and improvement

oStreamlined daily tasks for data integrity and reengineered audit controls

oEliminated manual and repetitive processes through system automation

oCreated standardized procedures as a baseline for training

SS&C GlobeOp, Century City, CA May 2014 – May 2015

Loan Agency Associate

Created comprehensive reports to identify and measure key risks

oFinancial models: cash flow projections, daily cash reports, performance summaries, investor reports, invoice analysis, payment and collection breakdowns

Provided calculation and support for invoicing activities of various structured investment products

oSyndicated bank loans, mezzanine debt, total return swaps and CLO's

Liaison between relevant parties to provide operational support on fixed income investments

Managed daily activities for contracts on private debt and commercial real estate portfolios

oInitiated process integration for executing contracts and amendments

Education:

California State Polytechnic University Pomona - Pomona, CA Graduated 2014

Master of Business Administration in Finance

University of Houston - Houston, TX Graduated 2010

Bachelor of Business Administration in Finance

Skills:

Computer: Microsoft Excel, VBA Macros, Word, PowerPoint, Access, Pivot Tables, SAP, Adobe Photoshop, SharePoint

Systems: Bloomberg, FX All, FactSet, WSO, LMS, LoopNet, Smith Guide, Standard & Poor’s market reports

Language: Proficient in Chinese (Mandarin & Cantonese)



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