Yalan Yao

** ***** ***, *******, ** ***** 781-***-**** adg734@r.postjobfree.com linkedin.com/in/yalanyao SUMMARY

Master of Science in Quantitative Finance graduate with combined background in accounting and finance and expertise in financial modeling and data analytics. Experience participating in multiple projects simultaneously and finishing before deadline. Recognized for contributing innovative ideas and problem-solving skills within diverse teams. Skills include:

• Technical: Oracle (SQL Developer), Python, R, SAS, Tableau, Excel (Vlookup, Data Table, Solver, PivotTable, Macro)

• Finance: Financial Modeling, Forecasting, Financial Statement Analysis, Reconciliation, SAP Concur

• Chartered Financial Analyst (CFA) Level II Candidate; Financial Risk Manager (FRM) Level II Candidate EDUCATION

Bentley University McCallum Graduate School of Business, Waltham, MA Master of Science in Quantitative Finance (STEM Program) [GPA: 3.72] May 2020 Ningbo University, Ningbo, China

Bachelor of Science in Accounting [GPA: 3.75] June 2018 PROFESSIONAL EXPERIENCE

Accountant, Boston Financial Investment Management, Boston, MA Sept 2020 - Oct 2020

• Reviewed balance sheets and income statements for information and recorded in company’s FITT system, similar to offline webpage form of excel

Financial Planning & Analysis Intern, Massachusetts Trial Court, Boston, MA June 2019 - Aug 2019

• Worked with vendor on Questica Project to complete the Trial Court’s budgeting system transformation; organized training sessions for employees, distributed email surveys and promptly followed up to know their concerns and suggestions

• Led meetings with Shaheen & Associates Inc. (auditing project team), acting as liaison between vendor and coworkers; provided regular project status update to CFO and supervisor

• Finalized travel reimbursement workflow chart; identified potential SAP Concur issues by exploring application extensively and weekly shared findings with project team (IT, Payroll, and Accounts Payable Department)

• Collaborated with team of three on SignNow project to facilitate paperless system for the Trial Court: proposed project plans, and developed inter-department memorandums, job aids, mockups, FAQs and tips Audit Assistant Intern, Pan-China Certified Public Accountants, Hangzhou, China Jan 2018 - March 2018

• Engaged in IPO project for manufacturing company with annual net income over $57 million; assisted supervisor to complete auditing project within 7 days by actively conducting substantive testing

• Noted audit discrepancies and brought to attention of clients to ensure financial reports complied with accounting principles Assurance Intern, Ernst & Young, Shanghai, China Jan 2017 - Feb 2017

• Reconciled three years of bank statements and investigated discrepancies; discussed open items with senior auditor and recommended ideas to supervisor for implementation

• Summarized raw data and coordinated 500 bank confirmations, delivered them to respective banks, and accurately collected all confirmations ahead of time

• Acquired knowledge of asset management industry; assisted clients in meeting regulatory and attestation requirements and strengthening internal controls

ACADEMIC PROJECTS

Financial Forecasting Model for Home Depot, Inc. (Excel) Course: Financial Modeling Dec 2019

• Projected Income, Balance Sheet, and Cash Flow Statement for five years based on historical financial data and assumptions provided; built Debt Schedule that shows borrowing and retirement of debt

• Conducted Valuation Analysis using DCF model; performed Sensitivity Analysis given different operation and payout scenarios Database Design & Business Queries (SQL) Course: Data Management and SQL for Analytics Dec 2018

• Developed prototype database which mimicked functionality of MassTaxConnect, application through which employers can fill tax returns online

• Designed and modified conceptual model, transferred final conceptual model into logical model, built database, loaded data in SQL Developer and wrote efficient SQL queries to retrieve and analyze data COMMUNITY INVOLVEMENT

• Volunteer, The CFO Leadership Council May 2019

• Volunteer, The Greater Boston Food Bank Oct 2018

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