Financial/Data analyst

ZH E NG SU N

*** ******** *****, *******, ** ****0

Mobile: (631) 353- 9499

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F i n a n c i a l A n a l y s t B u s i n e s s D a t a A n a l y s t

Financial and Data Analyst with a solid education and years of professional development in managing

data content and identifying data patterns to resolve problems and inconsistencies. Creative problem

solver with a strong business acumen in providing data warehouse administration support. Proven

experience in data extraction and manipulation from large data sets with strong attention to detail with

t he ability to work in a team environment with li ttle supervision. Fluent in both English and Mandarin

l anguage.

Core Strengths

Project Management Data Warehousing Data Models

Data Mining Troubleshooting & QA testing Trend Interpretation

Education & T raining

Master of Science in Applied Ma thematics & Statistics; Quantitative F inance T rack,

Stony Brook University, Stony Brook, NY 2013

GPA: 3.68

Bachelor of Science in Ma thematics & Bachelor of Science in Softwa re Engineering

Dalian Jiaotong University, Dalian, China 2011

GPA: 3.71

Charted Financial Analyst (CFA) Candidate – Passed CFA I exam in June 2014

Technical Expe r t ise

Microsoft Office (Word, Excel, PowerPoint, Access), MATLAB, SAS, R, LATEX, JAVA, C++, SQL, MYSQL,

JSP, VB.NET, Data Structure

P r o fessio n a l E x pe r i e nce

GEX I ncorporated, Atkinson, NH September 2013-Present

Content Math Developer

Innovative learning designs created for the purpose of mapping key functionality into K-12 and

college level math exercises under MathXL environment

Interpersonal communication aptitude used to consult development partners and teammates on

t he creation of 20 of guided solutions monthly in addition to sample problems

Zheng Sun Page 2

Research market t rends in software development while overseeing product implementation in

Beta performance and QA unit testing while resolving bug issues during the testing process for

materials

School of Health Technology & M anagement, Stony Brook, NY January 2013-

May 2013

Di rector Assistant

Analyzed data content for student files using Microsoft Excel to identify data patterns and

i nconsistencies while automating daily process monitoring

Recognized for making sound decisions concerning two workshops per week and coordinating

t hree to five exams per month to measure student performance

P rofessional Experience Continued

Haitong Securities L td., Shandong, China J uly 2011-

A ugust 2011

Portfolio Analysis Assistant

Conducted financial analysis and modeling on investment portfolios to assess key investment

r isks and provide input on investment structures

Arranged monthly reports for performance and portfolio characteristics while retaining data in

M icrosoft Excel

Researched and remodeled data anomalies using MATLAB for routine tasks and data reporting

Yangdun Technology I nformation Co. L td, Beijing, China September 2010-

October 2010

P rogrammer

Actively participated as a team member in structuring LAN communication tools for application

development

Constructed software programs for audio and video communications by Java while working in

collaborative teams for innovative implementation

Academic Resea rch Accompl ishments

Regression Model Selection (Linear and Nonlinear) and Analysis

2013

Curriculum Project-Regression theory

Interpreted t rend and correlations through support of data integration processes with the help of

SAS and R for data extraction and manipulation

Shortfall as a Risk Measure

2012

Curriculum Project-Quantitative Risk Management

Zheng Sun Page 2

Developed the Sample Mean-Shortfall Optimization method using the properties of shortfall with

t he aid of MATLAB which yielded the result of a linear optimization problem

T rain T icket Reservation System

2010

Graduation Project for Software Engineering Program

Experience with relational database platforms and developing languages; integrated JSP and

M YSQL to query and manipulate complex data resulting in the launch of a system for

registration, check reservation, and refund of t rain tickets

Digital Camera Positioning P roblems

2008

Contest Project in Mathematical Modeling

Located geographical imaging based on Linear Model while simultaneously using calibration

matrix for obtaining main parameter for the digital camera

Engineered binocular stereo vision recognition system based on the parameter with accurate

location of the camera

Hono rs & Awa rds

Outstanding Student of Dalian 2009

F irst Prize in HEP Cup National College Mathematical Modeling Content 2008

First Class Scholarship of Dalian Jiaotong University for two consecutive years 2008-2009

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