Financial Data Analyst

Xu Wang, FRM

+1-323-***-**** ******@********.*** 444 Washington Blvd, Jersey City, NJ, 07310

Summary

Analytical and result-driven professional with demonstrated experience in data analysis and visualization. Creative self-starter with proven abilities to quickly acquire new skills according to business needs. Experience

Financial Reporting Analyst, Dealer Owned Warranty Company Mar. 2020 – Aug.2020 Streamlined the data-reporting process by assisting in the establishment of MS SQL Server database and introducing an automated ETL process use Python, improving reporting efficiency by about 30% Produce and analyze periodical key KPI reports with high degree of granularity, helping management speed up decision-making with higher accuracy; also increased efficiency by improving SQL query process Use pivot table to complete monthly journal entries and prepared financial statements for 5 subsidiaries Develop ad-hoc reports with deep-dive analysis and visualizations for various internal units including sales, operation and finance teams to solve business issues Investment Research Analyst, Meixin (MX) Federation (NYC Branch) Aug. 2018 - Feb. 2020 Worked closely with investment managers to support all aspects of the alternative investments due diligence process and assisted in the quantitative evaluation of investments using DCF model and comparable company analysis Used SAS to analyzed daily, weekly, monthly, or quarterly changes in risk-return features of fund portfolio and generated reports for the HNW investors’ reference, providing portfolio optimization and rebalancing suggestion Provided useful insights for portfolio managers and improved communication clarity and efficiency by building dashboards and performing data visualization with Tableau Fixed-income Intern, Northeast Securities (Beijing Branch) Mar. 2018 - Jun. 2018 Tracked US financial markets and drafted reports to provide market updates to investment managers from market performance indices to primary political events, providing adjusted investment strategies accordingly Used VBA regularly to improve and automate Excel-workbooks which collected and updated over 2,000 points of market data on a daily basis

Fixed-income Intern, Ping’an Securities (Xi’an Branch) Jun. 2017 - Aug. 2017 Assisted in reviewing and analyzing 5 bond issuers’ financial statements, mortgage contract and documents related to Financing programs; responsible for contacting leaders to sign and seal relative documents Involved in preparation of annual report, business license, articles of association needed in credit-granting process of banks; responsible for preparation, sealing, binding and emailing of biding documents Education

Columbia University, USA Sep. 2017 - Dec. 2018

Master of Science in Enterprise Risk Management (GPA: 3.8/4.0) Courses: Financial Risk Management, Financial Accounting, Security Analysis, Value-based ERM Xi’an Jiaotong University, China Sep. 2013 - Jun. 2017 Bachelor of Science in Finance (GPA: 3.7/4.0); Honors: Siyuan Academic Scholarship Courses: Commercial Banking, Corporate Finance, Financial Engineering, Algebra, Further Mathematics Extra-curriculum Projects

Value-based Risk Analysis: Communicated with head officers of a virtual cinema and then simulated correlated risk factors of each business line and calibrated model parameters in both base and stressed scenarios WBA Valuation: Consolidated annual financial statements and performed share price valuation through DDM valuation model and P/E multiples. Conducted sensitivity/risk analysis of valuation model to test different scenarios and provided investment advice accordingly

Skills & Interests

Credentials: FRM; CFA level III Candidate; SAS Certified Professional; IBM Data Science Specialization – Coursera; Advanced Portfolio Construction and Analysis with Python – Coursera Skills: SAS, Python, SQL, VBA, Power BI, Tableau, Financial Modeling, QuickBooks, Bloomberg, PitchBook Interests: Awarded Grade 10 Dulcimer; Traveling; Baking; Volleyball; Badminton; Tennis

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