Financial Analyst Data

Qiaojun(Grace) Chen

Brooklyn, NY ***** • 917-***-**** • ***************@*****.***

www.linkedin.com/in/graceqiaojunchen/

Education

Baruch College, Zicklin School of Business New York, NY MS in Information Systems 09/2015 – 12/2017 Guangdong University of Foreign Studies New York, NY BBA in Economics 09/2009 – 05/2013 Work Experience

Amplify New York, NY Financial Analyst 06/2019 – 10/2019

• Conducted P&L revenue recognition and gross margin analysis across all product lines; Supported the monthly actual versus budget analysis, prepared monthly expense reports

• Manages aspects of the month-end financial close; generates financial analyses and communicates findings with the finance team and managers around the enterprise

• Engaged in building a database of COGS for all product lines that are used as data sources to be imported into the new EPR system. Managed the ERP system implementation project

• Utilized systems functionality, manipulated data from salesforce to perform ad-hoc financial analysis

• Partnered with the accounting team to support PO payment and accounts payable recognition; Supported the manufacturing team and built a recurring system of purchase order tracking that saved 70% of time compared to usual Savory New York, NY Finance Associate 11/2018 – 05/2019

• Assisted in monthly budgeting, rolling forecast; Created balance sheet, budgeting, and financial projects reports; Created the cooperate P&L statement including collecting and processing data and ensure the integrity of the P&L data

• Analyze business metrics including revenue, gross margin, and ROI and provide suggestions based on reports

• Accounts receivable - generating and following up on invoices. Collecting on past due invoices for clients; Built a recurring system to monitor accounts receivable and generate accounts receivable analysis

• Work closely with sales staff to resolve any customer issues and make sure the right amount of money is collected

• Understanding relationships between data to make thoughtful assumptions and provide meaningful suggestions for managerial decisions on operations budgeting and costs State Cashmere New York, NY Operations Analyst 01/2018 – 10/2018

• Support strategic business decisions through financial modeling and analysis for business and product teams

• Manage reports, dashboards, and tools to track the performance of marketing campaigns and other key performance metrics using Excel

• Support logistics strategy on decision making through effectively analyzing and drawing conclusions from data and database tools

City University of New York Central Office New York, NY Financial Reporting Intern 05/2017 – 12/2017

• Performed bank reconciliations for research foundation accounts and capital assets

• Supported the 2017 year-end external audit by collecting supporting documents for all in-scope financial reporting programs

• Assisted manager to prepare year-end accounting entries adjustments and performs reconciliations of general ledger accounts

• Preparation/initial analysis of financial statements and management reports in Excel Touro College New York, NY Internal Audit Intern 11/2016 – 04/2017

• Developed Risk & Control Matrices (RCM) for the Internal Audit Department including identifying the scope of controls based on walkthroughs performed

• Drafted IT governance policies aligned with benchmark IT frameworks such as COBIT and NIST

• Identified system access risks, service delivery risks, and other IT operations risks by performing walkthroughs of the users’ IT system registration process

Technical & Functional Skills

Technical Skills: Advanced Excel

Functional Skills: Data Analysis, Financial Analysis, Financial Modeling

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