Financial Analyst Data

TONGCHEN (SAMMI) ZHANG

Chicago, IL 312-***-**** *********@*****.***

Detail and team oriented Financial Analyst with 2 years of experience in business strategy, data analytics, revenue analysis, planning and modeling. Able to prioritize and handle multi-task and meet tight deadlines. Master’s in Finance and CFA level III candidate. Extensive experience in MS Office and SQL and basic knowledge in Python.

EDUCATION

Illinois Institute of Technology, Chicago, IL June 2019

M.S. in Finance (GPA: 3.70)

Guangdong University of Finance & Economics, Guangzhou, China June 2017

B.A. in Financial Management (GPA: 3.54)

EXPERIENCE

Digital Factory Inc, Chicago, IL January 2020 – Present

Financial Analyst

Developed revenue analysis, customer analysis and competitor analysis by SQL to identify opportunities and risk. Supported sale team and impacted sales by 10%

Built pricing model and forecast model to predict revenue trend based on business-oriented algorithm and scenario to determine pricing strategy

Conducted market research providing insight on 5-year product trends and strategic recommendations to C-level management for decision supporting

Designed and implemented business process database focusing on operation improvement, triggering 20% increase in efficiency

Blackmore Partners, Chicago, IL October 2019 – January 2020

Private Equity Analyst Intern

Developed food distribution market research and industry reports regarding to M&A activities, industry trend, profitability, credit risk and opportunities

Managed valuation model in Excel and analyzed EBITDA, NPV, financial statements and free cash flow to assess projections

Analyzed performance of business with revenue ranging from $50M-$200M, and conducted due diligence to assess the ability to achieve forecasted projections

Stuart Investments, Chicago, IL August 2018 – May 2019

Research Analyst Intern (Real Estate Sector)

Evaluated companies’ performance through analyzing real estate market trend, market risk, and potential opportunities

Built and enhanced valuation models including DCF model (FCFF and FCFE) in Excel and Price Multiple model to determine enterprise value

Created financial planning, presented investment recommendation and provided decision support to senior management and board of directors

PROJECTS

KPMG Data Analytics Virtual Internship, Chicago, IL April 2020 – June 2020

Assessed the data quality dimensions of the datasets with10,000 observations and cleaned the dataset using Excel and SQL Server

Performed statistical testing to determine the validation of hypothesis and identify most valuable customers in Python

SQL For Data Analytics, Chicago, IL January 2019 – May 2019

Extracted and analyzed claim, reserve and payment data by query in SQL Server database

Performed internal risk report to identify business threat and opportunities and created data visualization

SKILLS

Technical skills: Microsoft Office Excel, Pivot Table, SQL Server, Tableau, Python, Outlook, ERP, Bloomberg

Relevant skills: CFA Level III Candidate, Analytical Skills, Financial Modeling

Personal strengths: Organization Skills, Problem-solving Skills, Presentation, Client Relationship

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