Ariana Pan
FP&A Consultant
San Mateo,CA
Summary
Major: Applied Mathematics, Economics
Over 3 years of experience working in financial management and planning. Proven strengths in constructing financial models, monitoring and studying data to analyze financial status and recommend business strategy to early-stage startups in various industries. Experienced in qualitative and quantitative analysis, cash runway management and forecasting. Expertise in use of programming, accounting and financial management software such as Excel VBA, QBO, Xero, Carta, etc.
Overview
4
4
years of professional experience
Work History
FP&A Consultant
Eisner Advisory Group
San Mateo, CA
12.2021 - Current
- Supported venture-seeking companies in equity financing by managing cap table, issuing option grants, performing 409A, etc.
- Reviewed financial reports and streamlined operations to increase productivity and company profits
- Performed variance analysis and recommended corrective actions, avoiding overruns and maintaining positive cash position
- Developed forecasting tools to analyze financial performance, business pipeline and industry trends
- Delivered financial oversight and advice to stakeholders to improve strategic planning, and consolidated financial data and materials for monthly board meetings
Financial Analyst
Keating Consulting Group
San Mateo, CA
06.2021 - Current
- Performed financial forecasting, reporting, and operational metrics tracking for early-stage companies in various industries
- Collected data and developed detailed financial model to identify trends and create revenue, profitability and expense forecasts
- Built and maintained databases for forecasting future financial performance for over 50 companies
- Performed complex financial and budget analysis to determine budget requirements, improve internal controls and support venture-seeking companies
Financial Consultant
Shenzhen Xinhao Biotechnology Co., Ltd
Shenzhen, China
10.2015 - 06.2021
- Secured $4M of investments in 2018 by developing reports and presentations of complex financial data and metrics for management and third parties
- Boosted average monthly sales by over 120% through improving advertising strategies and financial planning
- Prepared and tracked monthly budgets across multiple departments and organized meetings to go over reports
- Analyzed contracts and proposals to ensure compliance with company policies, government specifications and other requirements
Data Analyst Intern
Lawrence Berkeley National Lab
Berkeley, United States
07.2019 - 10.2019
- Performed and designed analysis of large complex data sets to evaluate frequency of electromagnetic waves in Python
- Minimized laboratories’ cost by designing and constructing 3D printed components
- Conducted characterization measurements of magnetic sensors to set up measurement systems and analyzed data in automation processes
Analyst Intern
STEM-Away, Santa Clara County
Mountain View, CA
06.2019 - 08.2019
- Gathered data from multiple APIs and sources to enlarge existing database and analyzed data in R and Python
- Visualized collected data and published results to company’s public website
- Developed UX research prototype to build automatically generated resumes for more than 100 low-income students
- Used data analysis to read selected data for actionable insight and redesigned web interface to increase probability of students getting job offer
Journalist
Hunan TV
Changsha, China
01.2018 - 12.2018
- Interviewed more than 300 individuals from all walks of life and all cultures for breaking news stories to produce daily news reports
- Collected data from various sources to determine facts and opinions and fashioned into cohesive story for television
- Planned and conducted research and pitched long-form stories to promote investigative news topics
- Prepared and delivered wide range of reports, covering topics ranging from Sports to Real Estate news.
Education
Bachelor of Arts - Applied Mathematics
University of California, Berkeley
Berkeley, CA05.2021
Skills
- Financial Modeling and Forecasting
- Python, R, VBA
- Budgeting and Variance Analysis
- Strategic Financial Planning
- Intercompany Reconciliations
- Due Diligence
- Cash Flow and Reconciliation
- Monthly Close Reporting
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Korean
Limited Working
Hobbies
Ice Skating, Painting, Traveling, Photographing
Timeline
FP&A Consultant
Eisner Advisory Group
12.2021 - Current
Financial Analyst
Keating Consulting Group
06.2021 - Current
Data Analyst Intern
Lawrence Berkeley National Lab
07.2019 - 10.2019
Analyst Intern
STEM-Away, Santa Clara County
06.2019 - 08.2019
Journalist
Hunan TV
01.2018 - 12.2018
Financial Consultant
Shenzhen Xinhao Biotechnology Co., Ltd
10.2015 - 06.2021
Bachelor of Arts - Applied Mathematics
University of California, Berkeley
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