Professional Experience Sales

CHENG (Josh) ZHOU

203-***-**** (*****.******@*****.***)

SUMMARY:

• Professional Knowledge in financial instruments (derivatives, equities and fixed income), financial risk management, financial modeling and statistical analysis

• Professional experience for 2+ years in Data Analysis, T-SQL coding, Application development, Business Process Analysis and Reporting Analysis

• Programming: T-SQL, VBA, Python, MATLAB, Java

EDUCATION:

• MS Financial Risk Management - University of Connecticut, Stamford, CT - Dec 2015 Key Courses: Financial Risk Modeling I, II,III, Financial Risk Management, Equity Markets, Fixed Income Markets, Financial Programming and Modeling, VBA in Financial Risk Management - 3.72 GPA overall

• B.S. in Engineering, Major in Software Engineering & Secondary B.S. in Economics, Major in Finance - Jiangxi University of Finance & Economics, Jiangxi, China - Jul 2010

Key Courses: Probability Theory & Mathematical Statistics, Java Programming Design, Principles of Database System, C++ Programming I, II, Advanced Mathematics I, II, III PROFESSIONAL EXPERIENCE:

Crius Energy, LLC, Norwalk, CT May 2016 - Present

Business Analyst

• Conducted in-depth analysis for business-optimization projects

• Automated manual processes, saving time and money while decreasing errors

• Wrote complex SQL queries and store procedures by using complex joins, outer apply, aggregation, nested subqueries, etc.

• Developed VBA programs to meet customized business needs; Performed quality assurance

• Acquired data from multiple external sources; Cleaned and restructured data for daily database maintenance Shanghai Big-Zone Information Technologies Co., LTD, Shanghai, China Jul 2010 – Jun 2012 Business Analyst/Presales Consultant – (Dec 2011 – Jun 2012)

• Carried out functional requirement analysis for customers

• Supported sales teams to achieve sales analytical goals by collecting, analyzing and reformatting data in pivot table ERP Consultant– (Jul 2010 – Jul 2011)

• Performed timely and accurate ERP system implementation

• Wrote business requirement documents; Translated business processes into workflow diagrams

• Served as a lead analyst to produce the overall model of a company’s business processes (process flows, functional specifications, etc.)

• Wrote and submitted executable SQL statements to reach clients’ needs for process control and reporting analysis PROJECT EXPERIENCE:

Monthly Rate Set Up, Crius Energy, LLC, Stamford, CT Feb 2017 – Mar 2017 Business Analyst and Developer (SQL and VBA)

• Analyzed monthly rate set up process; Communicated with supply, price, sales and rate teams to design an efficient process

• Provided executives with approval, analytics and decision-support tools and reports

• Developed an iterative tool by using SQL and VBA to get the new process off the ground

• Did a demo to all users and trained key users to test and use the new tool Logit Credit-Risk Modeling, UCONN Project Oct 2015 – Nov 2015 Application Developer (VBA)

• Created a linear regression model in EXCEL to predict default probability

• Calculated the following statistics: R2, likelihood ratio, p-value, log-likelihood of a constant-only model, etc

• Applied VBA programming skills extensively

CERTIFICATIONS:

Passed CFA Level 1 and FRM Level 1

Machine Learning: Regression by University of Washington on Coursera. Certificate earned on February 12, 2017 Machine Learning Foundations by University of Washington on Coursera. Certificate earned on December 30, 2016

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