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Strategy Analyst

Location:
New York City, NY, 10128
Posted:
February 15, 2020

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Resume:

Caleb J. Heo

**** *** ******, **, *** York, NY, *0128 • 703-***-**** • adbsnw@r.postjobfree.com

EDUCATION

**** ********* ******* ** **** AND SCIENCE AT THE GEORGE WASHINGTON UNIVERSITY Washington, DC Bachelor of Science in Chemistry, Computational Chemistry EXPERIENCE

May 2018 Woori America Bank, U.S. Headquarters New York, NY Strategy Analyst, Strategy &Finance Division

• Researched and analyzed fundamentals of peer group’s financial statement/business model to develop short- and mid-term planning of the Bank’s investment projects

• Conducted investment/credit analysis of the entities regarding purchase of corporate bonds

• Researched emerging technologies/digital transformation in banking industries to optimize lending procedures

• Performed state and federal financial regulations due diligence process; Communicated with financial regulatory entities and state authorities across the country

• Developed the Bank’s Five-Year Financial and Business Plan, which included the establishment of Bank Holding Company and identifying M&A opportunities

• Provided senior management with financial data, trend reporting, and other analyses to effectively build bank’s macro/micro business framework; Direct report to CFO and COO

• Assisted financial planning and analysis of the Bank’s loan operation; Established new-loan recognition standards

• Managed analysis and reporting of daily financial statement, internal compliance control, Bank’s weekly rate table, monthly balance sheet/income statement with KPI management along with financial forecast

• Assisted General Counsel by communicating with C-Suite executives and senior vice presidents to organize the Bank’s Policies and Procedures

2011-2012 BANK OF AMERICA Oakton, VA

Sales Associate

• Managed over ten financial portfolios by directly communicating with valued clients; recommended banking products and advised on customized savings strategies

• Maximized day-to-day banking operation by reducing product originating and servicing cycle time

• Improved efficiency of complex financial transactions by launching customized online strategies for a targeted market segment

- Achieved three consecutive months of top sales record with a 25% increase in customer satisfaction OTHER EXPERIENCES

2015-2017 THE CHEN LAB – THE GEORGE WASHINGTON UNIVERSITY Washington, DC Performs computational scientific research with UNIX/Linux based software, XSEDE via Supercomputers Research Assistant, Department of Chemistry

• Designed strategic multidisciplinary research plan for department of chemistry, physics, and computer science

- Created optimized graphite carbon nitride g-C3N4 (published in American Chemistry Society)

• Operated and monitored daily maintenance of XSEDE software and Colonial One-Supercomputer 2014-2017 HYPE ENTERTAINMENT Washington, DC

Provides bi-monthly entertainment content for potential customers by implementing IT marketing strategy Co-Founder, IT Marketing & HR Manager

• Recruited and managed over 20 staff members

• Researched market through Facebook Insights; proposed IT marketing strategy for over 3,000 potential customers

• Increased revenue sales by 250% by forming partnership with Club Glow and Panorama Productions LEADERSHIP AND COMMUNITY WORK

2014-2015 DASOM YOUTH GROUP, KOREAN CENTRAL PRESBYTERIAN CHURCH Vienna. VA Executive Leader

• Restructured and efficiently managed the organization by actively communicating with church leaders

• Managed annual budget by planning for monthly events and providing reports to church leaders on a weekly basis SKILLS

• Strategic planning, financial analysis and planning, due diligence, technical writing, Microsoft Office Suite

• Bilingual in English and Korean

• Captain of KCPC Soccer, awarded scholarship after being voted by the coaches and judges in the league (2014)



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