Summary
Overview
Work History
Education
Skills
Timeline
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SZ- YU LIU

SZ- YU LIU

Los Angeles,CA

Summary

Problem-solving financial analyst with 1+ years in quantitative statistical analysis, budgeting, accounting, and forecasting. Leveraging strong analytical skills to support operations through cost breakdown to facilitate executive-level decision-making and increase company revenue. Quickly adapt to new technologies, team-oriented accounting and finance.

Overview

5
5
years of professional experience

Work History

Financial Analyst

Miniso
11.2023 - Current
  • Determined pricing, margins and risk factors for active and proposed projects.
  • Optimized expense management through meticulous tracking, forecasting, and proactive communication with business development team, resulting in a 15% increase in project completion rate
  • Utilized regression model to forecast monthly FTE per store based on Level Rate, Size (sf), Monthly Sale. Reduced budget variance by 5%.
  • Performed complex financial and budget analyses to determine requirements, resulting in a 20% increase in cost savings.

Financial Analyst

Tripalink
07.2022 - 11.2023
  • Updated daily cash position through analysis, investigation, and reporting on key movements and trends in the P&L lines
  • Provided financial guidance to Development Department, and assist in decision-making, contributing to a 16% growth cash flow by developing cost breakdown for refinance loan
  • Complied hard-cost data to summarize and analyze via Excel models, which led to decrease of overhead by 9%.
  • Managed 2 financial statements with advanced financial software NetSuite and internal planning models linked to automation tools that decreased manual admin tasks by 30%.


Tax Intern

Deloitte
10.2020 - 05.2021
  • Prepared and searched in-depth small business valuations with Risk Control Department
  • Supported due diligence of a $6M acquisition, including examination of financial records and organization analysis
  • Performed external commission of national clients and prepared a detailed information for national clients
  • Proactively communicated with audit professionals to understand tests performed with advanced Excel skills.

Data Intern

Flow Inc
06.2019 - 08.2019
  • Conducted AI data analysis and organized project execution reports
  • Partnered directly with the executive team as the first data hire to ensure image annotation and quality management
  • Collaborated with project managers to perform cohort analysis that identified a chance to reduce cost by 22% for a segment of clients to boost yearly revenue by 28%.

Education

Master of Science - Financial Mathematics

Arizona State University
Tempe, AZ
05.2022

Bachelor of Science - Management Science

National Chiao Tung University
Hsinchu, Taiwan
06.2021

Skills

  • MS Excel
  • Original Research
  • Budget Development
  • Data Analysis
  • C
  • Python
  • Power BI
  • Cost-benefit analysis
  • Report Generation

Timeline

Financial Analyst

Miniso
11.2023 - Current

Financial Analyst

Tripalink
07.2022 - 11.2023

Tax Intern

Deloitte
10.2020 - 05.2021

Data Intern

Flow Inc
06.2019 - 08.2019

Master of Science - Financial Mathematics

Arizona State University

Bachelor of Science - Management Science

National Chiao Tung University
SZ- YU LIU