BELLE WU
Pleasanton,CA
Summary
Proficient and highly motivated finance professional with extensive experience in financial modeling and analysis, demonstrating the ability to deliver actionable insights, and supporting strategic initiatives. My endless sense of curiosity drives my desire for continuous learning and to seek out new challenges. I strive to operate with integrity, to build trust, and to earn credibility through all aspects of my life.
Overview
14
14
years of professional experience
Work History
Senior Financial Analyst
TIAA
05.2021 - Current
- Compiled monthly and ad hoc financial reports, presenting key findings and insights to business partners and senior management, contributing to strategic decisions for clients with assets exceeding $1B
- Streamlined financial reporting processes, achieving a 40% increase in efficiency and accelerating delivery speed of crucial information to business leaders and senior management
- Developed and maintained comprehensive financial models that improved expense categorization and optimized client performance monitoring, reducing analysis time by 25%
- Assisted with preparation of the annual budget by collaborating with business leaders to allocate resources
- Implemented weekly team meetings and continuous improvement initiatives, resulting in increased team productivity
- Boosted operational efficiency by 60% through cross-functional collaboration by standardizing reporting formats and centralizing resources and data for 100+ team members
- Elevated overall team competency by training 3 junior analysts on best practices in financial analysis and reporting
Financial Analyst
Marathon Petroleum Corporation
04.2019 - 05.2021
- Delivered comprehensive financial oversight and advice to corporate management and executives to improve strategic planning
- Maintained a portfolio of 50+ oil and gas companies, monitoring financial performance and related news to determine appropriate line of credit and enable timely adjustments to credit limits to minimize risk
- Improved forecasting accuracy by developing and implementing comprehensive financial models and tools
- Handled inquiries and complaints submitted by accounts payable, marketing, other departments, and customers
- Identified risks associated with 10+ projects, contract approvals, and other client accounting issues
- Strengthened relationships with external partners through timely communication and collaboration
Rating Analyst
S&P Global Ratings
01.2016 - 02.2019
- Analyzed and processed an average of 20 credit ratings each month and presented the credit recommendation to a rating committee comprised of senior analysts
- Published over 600 credit rating reports, providing detailed rationale supporting each rating assignment
- Cultivated relationships and strong rapport with city officials and financial advisors, fostering repeat business opportunities
- Spearheaded training and problem-solving sessions to identify process issues, and develop procedures to streamline operations and workflow, improving efficiency by 30%
- Completed over 30 hours of professional development courses each year, refining analytical skills and keeping abreast of industry advancements
Credit Analyst
OnDeck
01.2014 - 12.2015
- Conducted thorough analysis of customer information, such as financial statements, to determine level of risk involved for extending credit
- Consistently achieved and/or surpassed monthly goals of 300 applications and documents reviewed while maintaining a low Quality Assurance rate
- Collaborated on various projects, such as closing audits and fraud detection, and provided actionable suggestions to improve process efficiency
- Facilitated onboarding for 8 new hires, addressing questions and enhancing integration into company culture
- Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations
Brand Analyst
Gap Inc., Direct
08.2011 - 10.2012
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives
- Performed data entry with Salesforce to record call notes, suggestions, and questions
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
- Analyzed gathered data to predict and recognize trends in the market
Education
Bachelor of Science - Accounting
University of Cincinnati
Cincinnati, OH05.2011
Skills
- Tools and Software: Tableau; Essbase; Power BI; SAP; NetSuite; Salesforce; Bloomberg Terminal
- Microsoft Office Suite: Excel, PowerPoint, Word, Outlook
- Google: Sheets, Docs
- Variance analysis
- Financial statement analysis
- P&L Management
- Financial forecasting
- Financial model creation
- Budget support
- Written and oral reporting
- GAAP compliance
- Debt financing
Languages
Spanish
Limited Working
English
Native or Bilingual
Chinese (Mandarin)
Professional Working
Timeline
Senior Financial Analyst
TIAA
05.2021 - Current
Financial Analyst
Marathon Petroleum Corporation
04.2019 - 05.2021
Rating Analyst
S&P Global Ratings
01.2016 - 02.2019
Credit Analyst
OnDeck
01.2014 - 12.2015
Brand Analyst
Gap Inc., Direct
08.2011 - 10.2012
Bachelor of Science - Accounting
University of Cincinnati
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