Anna Wang
Los Angeles,California
Summary
Results-driven strategy and finance professional with extensive experience in developing strategic initiatives, leading financial planning, and conducting market and consumer research to drive business growth and operational efficiency. Seeking opportunities to leverage analytical skills and industry knowledge to inform C-suite decisions, optimize investment outcomes, and drive growth and innovation.
Overview
6
6
years of professional experience
Work History
Senior Strategy & Finance Analyst
Capital Group
Los Angeles, California
01.2024 - Current
- Collaborated with business leaders across 10+ departments to understand key investment drivers, develop detailed budget estimates for each department, and align with product launch timelines/financial KPIs to create a 2031 product roadmap presented to C-suite team
- Led monthly FP&A workstreams (variance analysis, budgeting/forecasting, headcount recon) for multiple departments that are presented to the Global Finance leadership team
- Optimized budget allocations, achieving strategic alignment with long-term financial goals.
Associate Consultant
L.E.K. Consulting
Los Angeles, California
04.2021 - 12.2023
- Led key workstreams on health system needs identification, telehealth impact, contracting processes, and M&A opportunities for a leading EMS provider that led to a substantial PE investment and eventual digital patient logistics solution acquisition
- Developed financial analysis methodology to generate key inputs for a valuation model of a skilled nursing provider with over 100 facilities and synthesized qualitative insights related to payer/provider dynamics, regulatory trends, and growth opportunities
- Conducted end-to-end survey workstream on competitors and consumers across multiple software markets to generate detailed insights on purchase behavior, competitive dynamics, and company positioning of a leading CRM company that resulted in a majority PE investment.
Private Wealth Management Analyst
Morgan Stanley
San Francisco, California
02.2020 - 04.2021
- Created custom investment proposals for new prospects, conducted deep-dives into investment funds, and synthesized recommendations into presentations - successfully assisted in delivering proposals that led to onboarding of 5+ new high net-worth individuals in 1 year.
Research Assistant
Berkeley Economic Advising and Research
Berkeley, California
12.2018 - 02.2020
- Composed policy recommendations for Belt and Road Initiative (BRI) implementation in Southeast Asian countries that were published in final report for the Asian Development Bank
- Quantified feasibility of cross-regional infrastructure projects in six Asian economies by analyzing GDP data, economic policies, public perception, and projected costs and benefits.
Business Development Intern
SureConsent
Los Angeles, California
01.2018 - 11.2018
- Conducted competitive research on e-Consent forms and educational modules that led to re-design of product roadmap and drafted proposals and applications to over 15 accelerator programs for funding- accepted into Cedars-Sinai Techstars Accelerator Program.
Education
B.A. Economics -
University of California, Berkeley
Skills
- Cost-benefit analysis
- Corporate Development
- Mergers and Acquisitions
- Data Analytics
- Strategic Partnerships
- Revenue Forecasting
- Growth strategy
- Industry analysis
- Competitive Analysis
- Strategic Planning
- Variance Analysis
- Financial Planning
- Financial Forecasting
- Due diligence
- Financial Modeling
- Market Research
Languages
- English, Native
- Mandarin, Highly proficient
Timeline
Senior Strategy & Finance Analyst
Capital Group
01.2024 - Current
Associate Consultant
L.E.K. Consulting
04.2021 - 12.2023
Private Wealth Management Analyst
Morgan Stanley
02.2020 - 04.2021
Research Assistant
Berkeley Economic Advising and Research
12.2018 - 02.2020
Business Development Intern
SureConsent
01.2018 - 11.2018
B.A. Economics -
University of California, Berkeley