Financial modeling, Financial Reporting

Leanne Ta

**** ********* ******, ********, ** ***34

Phone: 970-***-****

Email: **********@*****.***

EDUCATION

SUNY – University at Buffalo

Graduated February 2015

Master of Science in Finance

Concentration in Financial Management

Colorado State University

Graduated May 2013

Bachelor of Arts in Economics

Minor in Business Administration

Minor in Mathematics

GPA 3.9/4.0

WORK EXPERIENCE

National Income Life Insurance Company, Queens, NY Field underwriter, 07/2015 – current

Protected working family with life insurance programs

Performed due diligence for medical conditions and other qualification requirements

Followed up with underwriting team to track policies and resolve all issues American School of English, Hanoi, Vietnam

Administrative Assistant, 02/2012 - 07/2012 (6 months)

Reduced operating expenses by establishing partnership with other business entities and negotiating long-term contracts

Recorded daily activities and expenses and developed financial reports

Contributed to operational, pricing and marketing strategies RESEARCH AND PROJECTS

HBS case studies (10/2014)

Researched micro- and macroeconomics factors to point out potential influential elements

Studied companies’ financial statements and evaluated past performance

Performed cost-benefit analysis, trending analysis

Identified inefficient elements and recommended operational and marketing strategies Determinants of Corporate Bonds’ Yield Spread (10/2014)

Created database using Yieldbook and Excel

Analyzed yield spread’s dependency on independent variables

Performed residual analysis to identify possible missing variables or mispricing

Modified models based on analyses

Mutual funds’ performance appraisal (10/2013)

Analyzed mutual funds’ performance from 2003 to 2013 using monthly returns

Studied preceding perspectives and conclusions on mutual funds’ performance

Developed statistical models based on Fama-French 3-factor CAPM model

Validated models based on multiple criteria

SKILLS

MS Word, Excel, Powerpoint

Yieldbook, Eviews, Matlab

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