Sarah

Financial Analyst -Economic impact investment
财务分析员住在 美国国籍 中国
分享

工作经历

Financial Analyst -Economic impact investment

Local Equity
2022.08-至今(3 年)

Business Intelligence Intern

Deloitte Consulting
2021.06-2021.09(4 个月)
• Provided consulting services to China biggest cement company as a business intelligence intern of Deloitte. Helped with digitalizing 14 branches of the cement company’s financial statements. • Collected millions of operational and financial information from clients and imported data into databases SmartBi and DBVisualizer. • Managed and organized 400+ tables and extracted the schema of each table from databases to excel, filtered out necessary information. Recorded distinctions and mistakes of tables between two datasets. Communicated with different branches managers about their standards for matrix definition and data reporting methods. Used advanced EXCEL to compare different tables and calculate matrix based on defined complex formula. Combined different information together and made single format of financial statements. • Drew data flow chart that summarized the source and flow of dataset and cross-sectional logic among each section in each branch. Reported task progress in weekly team meeting and learned from others’experience about digitalizing financial statements. Received feedback from supervisor and refined works accordingly.

Digital Marketing Analytics Applied Business Project

University of California, Los Angeles
2021.02-2021.04(3 个月)
• Collaborated with UCLA professor and three team members, discovered an effective ranking algorithm method, to decide an optimal auto insurance advertisement posting layout on e-commerce websites. • Conducted data visualization process using Tableau, exploring data through more than 20 heatmaps, grouped histograms and boxplots. Drew grouped histograms to find out the pattern of relationship between numerical variables and dependent variable and drew box plots to figure out the relationship between categorical variables and dependent variable. Used Heatmap to validate previous observation. Used SQL to identify the most profitable ads campaign and the campaign with the highest click through rates. • Adopted Multinomial Logistic Regression, logistic model and XGBOOST for each publisher to identify important features of determining click rates, finding out factors that affect publishers ad’s impression level, with 0.91 of confusion matrix precision. • Participated daily communication meeting about the project management through Zoom. Proposed several solutions and suggestions to increase the das click rates of specific channel.

Summer Intern

CITIC Securities Company Limited
2019.06-2019.08(3 个月)
• Classified 40 preliminary client profiles based on business segments and financial statements. • Assisted in conducting reconciliations of bank accounts, account payable and account receivable, periodically and reported variances to the Bank Accountant. • Participated in market daily meeting with research analysts to track with Chinese stock movements, monitored and reported trades at SSE Composite Index; Evaluated security and stock market performance analysis, and daily transaction.

Data Analyst

Prudential Hong Kong
2018.07-2018.08(2 个月)
• Drafted life insurance policies and procedures based on the family conditions; interpreted quality assurance standards; evaluated adequacy of quality assurance standards to family. • Worked as a team leader to assign roles to team members according to their talents. • Dealt with customer complaints and conducted 30-minute customer interviews; Appeased unsatisfied customers and had them complete 300 questionnaires about our service. • Coordinated with managers to collect and organize data from unstructured and unformatted source files; Evaluated business data to identify their different characteristics and screened out factors that have the most significant influence on their willingness to purchase insurance.

教育经历

University of California, Los Angeles

Econometrics and Quantitative Economics
2020.09-2022.06(2 年)

东北财经大学

Business Administration and Management, General
2016.09-2020.07(4 年)

英国萨里大学

Business Administration and Management, General
2016.09-2020.07(4 年)

证书

Software Development Essential
搜索简历
国籍
职位类别
城市或国家
职位
人才
博客
我的