Financial Analyst Sales

LIAN LIU

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EDUCATION

The University of Iowa Iowa City, IA

Bachelor of Business Administration: Business Analytics and Information Systems Bachelor of Business Administration: Finance

GPA: 3.59/4.0 Dean’s List June 2017

Advanced Analytical Skills Programming Problem-Solving Capital Budgeting Portfolio Optimization PROFESSIONAL EXPERIENCE

Evolent Health Chicago, IL

Technical Business Analyst Sep 2018 – present

• Saved penalty fees over $1 million from not meeting Service Level Agreement requirements in NorthShore PCP auto Assignment project, Empower File load, and Premera ID Card reporting.

• Took the lead on analyzing and testing process for three new clients (SOMOS Anthem, RCMG, Premera).

• Built more than 90% of all SSRS reports for department-wise use and trained new hires on SQL and SSRS reports.

• Created more than 20 SQL Server Integration Services (SSIS) packages for ETL processes and automated some of them by using SQL Server Agent on a scheduled basis.

• Provided support to operations personnel and leadership by performing root-cause analysis.

• Defined acceptance criteria/test cases related to the State Medicaid program and prepared BRDs and P&Ps. Northern Trust Chicago, IL

Sr. Analyst, Derivatives May 2018 – Jun 2018

• Managed multiple client queries and issues, ensuring timely resolution of complex OTC Derivatives Transactions.

• Obtained and kept track of data from Omnium, a hedge fund administrator to maintain records and books, to API.

• Created and controlled data of trade account details in DDM data warehouse and SQL Server Management Studio.

• Assisted in the continuing technological advancement of the collateral management function. PepsiCo Chicago, IL

Financial Analyst (Contract) Mar 2018 – Apr 2018

• Created and maintained trade promotions in SAP Trade Promotion Management based upon Sales Planner details.

• Verified promotion details by confirming alignment of event details against PepsiCo trade customer contracts.

• Built a working relationship with Sales Manager and communicated contract exceptions via weekly calls and emails.

• Developed summary SAP transaction reports to Sales Finance Analysts to initiate financial trade accruals. Tigress Financial Partners, LLC New York, NY

Investment Banking Analyst (Internship) Jan 2018 – Mar 2018

• Conducted quantitative and qualitative analysis on companies seeking equity in the Payroll Services and Healthcare Device industries and led a team of 6 people in developing and drafting transaction pitch books.

• Created targeted institutional investor lists from Capital IQ and Preqin for private placement solicitations.

• Performed extensive due diligence for private equity transactions, researched competitors, history of management, litigation, financials, and industry overviews on the Healthcare Device and Payroll Service industries.

• Created statistical models to analyze data and determine probability. RESEARCH

UIHC Patient Outflow Business Analytics Capstone

• Improved utilization of physicians from 76% to 90% and patient flow from 40 patients to 89 patients per day.

• Decreased average processing time of each patient from 106 minutes to 77 minutes.

• Cleaned large-volume datasets from eight departments of UI hospital by using R Studio.

• Eliminated bottlenecks of overall flow by adjusting the number of physicians and check-in rooms. Valuation of Campbell Soup Investment Banking

• Selected Campbell Soup as the target company along with five other peers to do a comparative analysis.

• Constructed valuation models such as DCF, CCA, and PTA to derive an implied valuation range of Campbell Soup.

• Conducted LBO Analysis on Campbell Soup to assess valuation and purchase price range.

• Showed impact of WACC and terminal value assumptions on the model’s output using sensitivity analysis. LICENSING, SKILLS & INTERESTS

Licensing: CFA Level III Candidate, Analyzing Data with Python Certificate issued by IBM Languages: English (Fluent) Mandarin (Native)

Technical Skills: MS Office Suite SSRS SSIS Tableau R Studio Bloomberg FactSet SAP Programming Languages: SQL TSQL PL/SQL Python VBA R

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