Financial Technology Analytics Consultant

Ross Tan

Brooklyn, New York, ***** ï 929-***-**** ï ***************@*****.***

Education

New Jersey City University, Jersey City, New Jersey May 2025 Master’s in Financial Technology CGPA: 4.0/4.0

Harvard Business School Jan 2024

• Certificate in Management: Business Analytics, Managerial Accounting, Managerial Economics Southern New Hampshire University, Manchester, New Hampshire Aug 2023 Bachelor of Science in Business Administration, International Business, Finance Certification

• FINRA Securities Industry Essentials (SIE) May 2025

• Chartered Financial Analyst (CFA) candidate

Professional Experience

Human Capital Management Group, Jersey City, New Jersey Oct 2024 – Present Analytics Strategy Consultant

• Executed operational analyses and workflow improvements for asset management and private credit clients, reducing reporting cycle time by 90% through Python, SQL, and Tableau automation.

• Built Monte Carlo models in Excel/VBA to support risk forecasting and scenario planning for client-facing strategic analyses.

• Partnered with executive stakeholders on pricing, competitive analysis, and commercial impact assessments in fast- changing environments.

• Applied Lean Six Sigma methods to standardize delivery and improve accuracy across recurring workstreams. Private Market Insights Inc., New York City, New York Sep 2024 – Sep 2025 Data Strategist/Data Scientist

• Built scalable analytics infrastructure and workflow automation for a high-growth fintech startup, reducing manual research and reporting by 40%.

• Fine-tuned GPT-4-based LLM workflows to parse 10-K and 10-Q filings, extracting key financial metrics and validating outputs against PitchBook and FactSet.

• Partnered with founders and senior leaders to surface client pain points and improve product and reporting workflows.

• Helped shape product direction by translating user feedback into operational and analytical improvements. Haleon Plc, also known as GlaxoSmithKline May 2023 – Aug 2023 Trade Marketing Specialist

• Evaluated $2M+ APAC marketing campaigns using NPV and IRR calculations, reallocating budgets to high- performing channels (digital vs. in-store) to boost engagement by 20%.

• Directed projects leading to 50,000 active participants and acquisition of 100,000 new customers within first year.

• Optimized cross-functional initiatives and steered targeted approaches in a dynamic global portfolio.

• Managed high-engagement go-to-market strategies in a post-merger setting, expanding campaigns and sales reach across 15,000 retail outlets in under a year.

Projects

InvestorFund Mapping Python, Visual Studio Code, Pandas, API, Large Language Model, HubSpot Sep 2024 – Present

• Scraped 5,000+ private company profiles (Crunchbase, LinkedIn API) using Python

(Selenium, Pandas), clustering them by sector focus (TMT, Healthcare, Finance, Tech) for targeted VC outreach.

• Developed AI-based dashboard that empowered client teams to extract insights and standardize pipeline management—adoption rate increased by 30% quarter-over-quarter. IBM x Equinix M&A Deal, LBO, DCF, CCA, Sensitivity Analysis, Merger Consequences, Accretion/Dilution Feb 2024

• Built financial models to evaluate strategic alternatives including LBOs, M&A, IPOs, and restructurings across the industrials sector.

Leadership Experience & Activities

Financial Management Association, Jersey City, New Jersey Aug 2024 National Honor Society Member

• Selected as a distinguished member of the National Honor Society within FMA, recognizing exceptional academic performance and leadership potential in finance.

• Actively participate in national conferences, workshops, and research initiatives, enhancing my understanding of current trends and best practices in financial management. Student Investment Management Group, Jersey City, New Jersey Mar 2024 Technology Sector Investment Analyst

• Performed detailed financial analyses, including evaluating financial statements, revenue models, profitability, cash flow, and key financial ratios to assess the economic viability and financial stability of target companies.

• Provided detailed financial insights, including funding needs and comprehensive investment forecasts, which later saw a 50% increase in valuation within 6 months, Solana SOL . Skills And Interests

Language: Fluent in English, Chinese Mandarin, Chinese Cantonese, Bahasa Malaysia Programming: Python (Pandas, NumPy, Scikit-learn), SQL, VBA, R (Quantmod, Tidyverse) Tools: Bloomberg Terminal (BQL), PitchBook, FactSet, Tableau, Power BI, Excel (Solver, Data Tables) Financial Modelling: DCF, LBO, CCA, PTA, Sensitivity Analysis (Tornado Charts), Merger Consequences Interest: Golf, Professional Networking

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