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