Analyst proficient in statistical model building

Chuan-Wen (Wendy) Tsai

832-***-**** Greater Seattle Area

**************@*****.*** www.linkedin.com/in/chuanwentsai PROFILE

Well-organized and high detail-orientated Analyst specializes in financial data analysis. Responsible team player as well as individual with minimum supervision. Proficient in statistical model building, data interpreting and quantitative valuation. Currently reside in Seattle area. CORE SKILLS

Financial Modeling Financial Analysis Data Analysis Quantitative Analysis Equity Valuation

MS Excel Expert MS Access SQL Crystal Report MS Word MS Power Point Solver

English Mandarin Capital IQ Bloomberg Leadership Teamwork EXPERIENCE

Real Time Resolutions –Dallas, Texas May2016-Dec2016 Business Analyst, Report Request team in Report and Development Desk

Use SQL to develop daily financial pipeline reports and maintain its integrity and accuracy

Run procedures in SQL and cooperate with the third party to develop letters sent to customers

Perform ad-hoc projects and develop queries for data retrieval request using SQL and excel

Troubleshoot system process to maintain daily operations

Use Crystal Report to manage and maintain letters applied to the company’s strategies

In charge of letters creation and implementation PROJECTS

Financial Predictive Analytics Sept 2016-Dec 2016

Quantitative Model Analysis. Time-Series data, Johnson & Johnson

Deseasonalized time-series data and used 3 economic indicators to run the multiple regression model

Tested the multicollinearity and developed constant change model and compound growth model

Evaluated the goodness-of-fit of each model using quantitative statistics

Performed a Breusch-Pagan test for heteroscedasticity and a Durbin-Watson test for serial correlation

Used the final model to forecast the company’s monthly and annual revenues Financial Forecast and Valuation Sept 2015-Dec 2015 Financial Model Analysis. Evaluate JCPenny’s financial statements and capital structure

Forecasted 4 years and 1 terminal year financial statements, including IS, BS, and CFS

Calculated forecasted FCF and value of the firm, including debt and equity

Utilized options model to assess its bankruptcy probability

Estimated the cost of capital and assessed the stock price

Estimated the flotation cost and examined working capital management Merger and Acquisition Jan 2015-May 2015

Financial Model Analysis. Leasing industry: Aaron's and Rent-A-Center

Forecasted 4 years and 1 terminal year financial statements based on 3 years’ historical data

Projected CAPEX, depreciation, forecasted interest expenses and made off-balance sheet adjustments

Constructed DCF model and used both EBITDA method and perpetuity method to derive the stock prices

Conducted sensitivity analysis to comprehend multiple financial scenarios

Compared DCF model with comparable multiplies model to evaluate the goodness-of-fit

Evaluated LBO, financial synergies and the value after synergies EDUCATION

The University of Texas at Dallas (UTD) –Richardson, Texas Dec 2016 Master (M.S.), Finance Business Analytics GPA 3.36 Yuan Ze University (YZU) –Taoyuan, Taiwan June 2014 Bachelor (B.B.A.), Finance GPA 3.51

CERTIFICATES

CFA Level II Candidate

Microsoft Office Specialist 2013 Master

Microsoft Office Specialist Excel® 2013 Expert

Microsoft Office Specialist Access 2013

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