Yufei (Katy) Han

*** ****** *** adefv4@r.postjobfree.com

Malden, MA 02148 617-***-****

CFA Level 3 candidate with 4 years’ experience in business analysis and financial analysis. Highly proficient in spreadsheets, including pivots and lookups. Good relationship and influencing skills, able to manage stakeholders and to establish good relationships with the rest of the group. Excellent command of written and spoken English and Chinese HARD SKILLS

Accounting, P&L, Balance Sheet, Payroll, Advanced Excel (VLOOKUP, Pivot Tables, Formulas, etc.), Financial Analysis, Human Resource, QuickBooks, MatLab, SQL, Python, Project Management SOFT SKILLS

Team Management, Leadership, Analytical Skills, Problem Solving WORK EXPERIENCE

LIEPIN OVERSEAS Boston, MA USA

Liepin Overseas provides global talent acquisition service, global employer brand promotions and customized recruiting events. Our client portfolio ranges from Fortune 500 companies and top-tier tech firms to innovative start-ups. Senior Financial Analyst July 2018 - Present

• Provide detailed analysis and insight of collections performance to identify trends and opportunities to drive improvements in core KPIs

• Development and ownership of the forecast models monitoring KPI’s

• Conduct historic research, analyzes performance against objectives, and determines emerging sales and trends

• Thorough analysis and adjustment of gross margin estimation processes led to significant reduction in estimation to actualized variances and prior period adjustments

• Develop and monitor departmental budgets, provide analytical support to identify key variances and the causes

• Assess risk and opportunities for projects in order to help maximize projects margins/profits

• Deliver all project cost planning, financial analysis, and performance control processes per deadlines

• Manage and monitor account receivable and account payables

• Develop implement, and manage company's internal reimbursement workflows on ERP system

• Develop financial and accounting policies and procedures to ensuring compliance with local and federal regulations

• Establish and measure employee performance with KPI and OKR metrics, ensure company goals are aligned and achieved

• Assist department management in developing, monitoring, and reporting on departmental level initiatives, goals, and objectives

• Provide timely information to operations and workforce planning for operations planning and labor arrangement AUTHRIGHT INC Dedham, MA, USA

AuthRight Technology offers a full range of IT consulting services including system integration, cloud storage, identity management, systems integration, next-generation IAM Solution and information security advisory services. Financial Analyst June 2016 – July 2018

• Prepare monthly balance sheets, P&L, cash flow statement

• Generate monthly metrics reports, internal management reports, and external regulatory reports

• Customize forecast accuracy report and accountable for analyzing, presenting and explaining forecast accuracy and deviations

• Manage account payables and account receivables

• Compile and distribute monthly sales forecast reports and manage the monthly sales forecasting process

• Track pre-determined metrics and key performance indicators

• Provide analytical support to identify key variances and the causes

• Engage in making revenue projections, heavily involved in the annual planning and 5-year planning processes

• Analyze and interpret financial data and recommend changes to improve systems and financial performance

• Keep abreast of best practices and recommend policies and procedures for operations and finance to ensure organizational integrity and effectiveness

• Partner with President, CEO and COO to make strategy objectives and business plan

• Manage contracts and main point of contact for all office service vendors and business clients

• Review and negotiate contracts and agreements to ensure our businesses are properly protected PODAN INNOVATION PLAN Cambridge, MA, USA

PIP provides a unique, high efficient and high quality network platform that designed specifically to fit the needs of research scientists in life sciences and related areas in order to facilitate the process of transforming ideas to products. Executive Committee February 2018 – June 2019

• Identify and establish relationship with high-profiled scientist and entrepreneurship in healthcare industry

• Organize seminars and events biweekly

• Conduct primary research interviews with PhD, researchers, experts and investors in life sciences and related fields

• Conduct research to identify and evaluate pipeline companies

• Evaluate potential investment targets in the healthcare sector BOSTON CHINESE INVESTMENT CLUB Boston, MA, USA

BCIC is a non-profit organization with more 5000 professionals in Finance, Venture Capital, and various technology industries. Main activities include summits, conferences, and seminars. Investment Research Analyst June 2017 – June 2018

• Identify and evaluate potential investment targets in the Fintech sector

• Conduct due diligence on investment targets

• Identify event themes by conducting thorough research on Fintech industry trends or target companies

• Attend various events to establish connections with startups and investors

• Build and manage a rich content that attracts a qualified audience to our events

• Explore new ways to engage and identify new social networks to reach our target companies

• Analyze marketing and registration data to develop insights and make recommendations for optimization

• Monitor and maintain data quality within the marketing database

• Prepares event reports by collecting, analyzing, and summarizing registration information and questionnaire survey

• Research Fintech industry competitive products by identifying and evaluating product characteristics, market share, pricing, and advertising; maintaining research database EDUCATION

CLARK UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT Worcester, MA Master of Finance August 2014 – May 2016

ZHENGZHOU UNIVERSITY Zhengzhou, China

Bachelor of Finance Economics August 2010 – July 2014

• Certificate of Honor: Outstanding Graduate, 2014 Excellent Student, 2012 and 2013 FORT HAYS STATE UNIVERSITY Zhengzhou, China

Bachelor of Business Administration August 2010 – July 2014 VOLUNTEER WORK

LOWERNINE.ORG New Orleans, LA

Volunteer February 2015 – March 2015

• Participated in rebuilding after Hurricane Katrina disaster

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