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Financial Analyst Data

Plano, TX
May 16, 2020

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Yiming Pan



University of Texas at Dallas Aug 2018 – May 2020

M.S. Business Analytics Dean’s Excellence Scholarship GPA 3.80 Data Base Foundation SQL, Business Analytics with R, Statistics and Data Analysis, Predictive Analysis Using SAS, Programming for Data Science Python, Applied Machine Learning, Applied Econometrics & Time Series, Big Data University of South Dakota Aug 2014 – Dec 2017

B.A. Accounting Dean’s List GPA 3.81

Business Statistic I & II, Financial Accounting, Management Accounting, Intermediate Accounting I & II, Accounting System, Micro & Macro Economics, Information System, Marketing, Income Tax, Finance, Marketing TECHNICAL SKILLS

Tools: MS Excel, MS Access, MS Word, MS PowerPoint, MS Outlook, MySQL, MS SQL, Tableau Programming: SQL, Python, R, SAS, Stata


Colorado State University (CEMML) Lewisville, Texas Institutional Research Analyst Intern June 2019- Aug 2019

Collected and verified data for relevancy with Recreational Boater Survey requirements

Updated data for five lake parks in the relational database using SQL on a weekly basis. Developed and implemented the predictive models using Python to predict recreational use and lake visitor numbers

Analyzed and utilized the lifesaving knowledge with U.S. Army Corps of Engineers team to understand current recreational use and visitor experiences. Independently drafted a critical report for effective resource management in order to provide safe and positive recreational experiences in the future Jackson Hewitt Vermillion, South Dakota

Tax Analyst Dec 2017- April 2018

Prepared individual income tax returns for filling and informed clients of tax options

Worked with walk-in clients to analyze tax documents and prepare Federal and State tax returns

Researched applicable tax information to better serve customers continuously

Engaged in highly detail-oriented work with strong professional ethic Bank of China Zhejiang, China

Financial Analyst Intern April 2017 – Sep 2017

Created weekly, period, quarterly and annual reporting of customer transactions and balance, visualized them into graphs and made dashboards by Tableau, and presented to department manager and operation teams

Identified key areas for operational and process improvement by providing detailed internal and external analysis of operating and financial statement data

Prepared revenue and expense records from database using SQL queries, created financial models and perform financial forecasting on future budgets by V-lookup, pivot table and macros in MS Excel, and made expenditure plan which increased profit by 10%

Evaluated financial performance by comparing and analyzing actual results with plans and forecasts, and recommended actions for optimization

Academic Project

Default of Credit Card Clients Analysis, UT Dallas Jan 2019- May 2019 Tools and methods: Python, Data Cleaning, Dummy Variables, Data Sampling, PCA, Logistic Regression, SVM, Decision Tree, Random forest, KNN, Gradient Boosting

Cleaned over 12k data by supplementing missing values and dealing with abnormal values, scaled features to normalize the range of variables, and transformed categorical variables into dummy variables or ordinal values based on feature characteristics

Developed data visualization using Python and Tableau, including Correlation Heatmap, Scatter Plot, Bar Chart, Bullet chart, and Area Chart. Resampled unbalanced dataset and divided datasets into 70% train and 30% test sets

Applied Principle Component Analysis to reduce the dimensionality of data into 5, which provided fewer complex data for later feature engineering

Analyzed the features of customers with credit card default by applying statistic models and deep learning models which concluded Decision Tree was the best predictive model with a 90% accuracy rate in testing dataset

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