Data Analyst

EDUCATION

Alan Wu

New York, NY 646-***-**** *********@*****.***

Baruch College, City University of New York New York, NY Bachelor of Science Expected: December 2020

Major: Applied Mathematics Minor: Economics and Finance GPA: 3.87 / 4.00 Honors/Awards: 2018 Chancellor’s Award of Student Excellence Dutchess United Educator Award President’s Lis WORK EXPERIENCE

American Express, IAG New York, NY

Credit and Fraud Risk Summer Intern June 2019 – August 2019

• Assisted on accessing internal and external risks for U.S. Portfolio Management and Acquisition Underwriting

• Conducted control implementations for risks flagged from internal credit and scoring evaluation methodologies

• Populated over 200 forms on internal data driven analytics platform for U.S. consumer lending/charge products BSE Global, Brooklyn Nets Brooklyn, NY

Financial Data Intern January 2019 – April 2019

• Audited weekly expense reports across 5-7 Excel workbooks to maintain consistency and to increase data efficiency

• Conducted data mining using Sage PFW and further perform data preprocessing to ensure data integrity

• Consolidated charts and pivot tables on Excel to resolve and organize invoices collected from vendors JPMorgan Chase New York, NY

Bank Teller June 2018 – January 2019

• Reconciled the regional bank’s cash balance of debt and credit to maintain compliance with FDIC regulation

• Processed over 100 checks, FX and bond transactions daily to ensure proper endorsement to prevent fraud

• Analyzed high net-worth individual accounts and made client recommendations to increase account openings PROJECTS

KPMG, Data Analytic Consulting Virtual Internship June 2020 – August 2020

• Assessed data quality and completeness in preparation for in-depth analysis to target high value customer demographics

• Performed data cleaning and manipulation using Alteryx and created regression models to predict target consumers

• Created Tableau dashboards to virtualize and present insights and rationales on marketing and growth strategies Codecademy, Data Science Path May 2020 – August 2020

• Developed machine learning models and utilized analysis techniques to discover key statistics of the databases

• Performed analyses on SQL, NumPy, Pandas and visualizations in Matplotlib, Seaborn and parsing in Beautiful Soup Personal Finance and Investments Analysis October 2018 – December 2018

• Analyzed 10K and equity research reports of cyclical consumer stocks to determine investment viability

• Utilized Bloomberg Terminal to source company technical data to conduct DCF and comparable company data Marist College, Mid-Hudson Regional Business Planning Competition February 2017 – April 2017

• Pitched vacation rental startup to a panel of 16 Marist College judges, consultants and investors

• Consulted with rental insurance institutions about liability coverage to potential mitigate potential risk

• Analyzed industry growth potential and target market demographics to construct a five-year financial forecast LEADERSHIP EXPERIENCE

Finance and Economic Society New York, NY

Financial Analyst September 2018 – November 2019

• Facilitated weekly in-depth industry reports and discussions to enhance the understandings of the capital markets

• Leveraged S&P Global Rating’s ratio methodologies to evaluate corporations during a S&P Global Rating case study SKILLS, INTERESTS & ACTIVITIES

Languages: Fluent in Mandarin

Technical Skills: Proficient in Microsoft Suite Tableau Alteryx Bloomberg Terminal FactSet SQL Python 3.7 Interests: Reading Capital Markets Artificial Intelligence Basketball Esports Meditation Gardening Activities: Beta Alpha Psi Alpha Beta Gamma EOP TRiO INROADS SEEK Ascend StreetWise Partners

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