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SaaSSourcing as a Service

Skills

Financial Modeling & ValuationData Visualization (Tableau)ERP Systems (SAP, Oracle)Python (Pandas, Numpy)

Experience

Senior Financial Analyst

2021 - Present

Global Financial Services Group, Shanghai

  • Led three-statement modeling and forecasting for core business lines, delivering quarterly financial performance reports to senior management.
  • Optimized automated reporting processes, reducing month-end closing and reporting time by 30%.
  • Conducted deep-dive analysis of operational data to identify cost-saving opportunities, achieving annual savings of over 2 million RMB.
  • Collaborated with cross-functional teams to enhance financial planning and analysis capabilities.
  • Maintained and improved data integrity within ERP systems to support accurate financial reporting.

Financial Analyst

2018 - 2021

Future Tech Innovations Ltd., Hangzhou

  • Participated in annual budgeting and rolling forecasts, monitored departmental budget variances, and provided corrective recommendations.
  • Assisted in preparing financial data for Series B and Series C fundraising due diligence processes.
  • Supported monthly financial closing activities and variance analysis to ensure timely reporting.
  • Developed financial models to evaluate business performance and support strategic initiatives.
  • Contributed to the implementation of new financial reporting tools to enhance data accuracy.

Education

Master of Finance

Shanghai Univ. of Finance & Economics

2018

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J. W.

Investment Banking Associate

N/A

Certifications: CFA CharterholderLanguages: Native Cantonese, Fluent English, Business MandarinTechnical Skills: Bloomberg Terminal, Capital IQ, Excel VBA, Python (Pandas, NumPy)

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L. L.

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Frontend Frameworks: Proficient in React (Hooks, Redux, Next.js), Vue (Vuex, Vue Router, Nuxt.js)Basic Languages: Solid foundation in HTML5/CSS3, proficient in JavaScript (ES6+) and TypeScriptEngineering & Tools: Webpack, Vite, Git, Babel, Eslint, CI/CD automated deploymentOthers: Familiar with Node.js and Express framework, understand basic MySQL database operations

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