Summary
Overview
Work History
Education
Skills
Leadership Experience
Projects
Volunteering & Interests
Languages
Websites
Timeline
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ETHAN WONG

ETHAN WONG

West Lafayette,IN

Summary

Analytical Finance graduate of Purdue University skilled in financial modeling and data analysis. Identifies key business drivers and translates data into actionable insights for informed decision-making. Proficient in Excel, R, and Python, leveraging technology to enhance efficiency. Delivers structured, data-driven solutions in collaborative team environments.

Overview

4
4
years of professional experience

Work History

Corporate Strategy Extern |

Daniels, Jr. School of Business
07.2025 - 08.2025
  • Segmented donor data to identify engagement gaps, optimizing fundraising strategy and increasing conversions by 18%
  • Developed performance tracking reports and streamlined outreach workflows with Excel and R

Strategy & Finance Intern |

Cheok Advocates and Solicitors
05.2024 - 06.2024
  • Analyzed financial statements and $1M+ transaction histories to trace fund flows and identify account activity patterns, supporting informed decision-making
  • Developed financial summaries and risk assessments that identified fund flow anomalies, enabling senior stakeholders to address potential risks
  • Integrated legal and financial data in $2.5M estate distribution case, mapping asset ownership to streamline settlement discussions

Audit Intern |

PricewaterhouseCoopers (PwC)
07.2021 - 08.2021
  • Audited financial accounts for a $1.1B luxury resort portfolio, ensuring compliance with reporting standards
  • Investigated account discrepancies, collaborating with client internal teams to validate balances and resolve exceptions, fostering compliance and trust in financial reporting
  • Automated validation checks and accrual analyses using advanced Excel models, improving accuracy and minimizing manual review time

Education

Bachelor of Science - Finance, Economics and Accounting

Purdue University, Mitch Daniels Jr. School of Business
West Lafayette, IN
05-2026

A-Levels - Mathematics, Economics, History

Jerudong International School
Brunei Darussalam
07-2022

Skills

  • Financial statement analysis
  • Financial modeling
  • Data visualization
  • Power BI
  • Excel and Python
  • R programming
  • BQL proficiency

Leadership Experience

Supply Chain & Financial Analyst | Student Managed Venture Fund

  • Assessed global supply chain and trade exposures, identifying key cost drivers that reduced expenses by 8-10%
  • Delivered investment recommendation by leveraging unit economics and cash flow modelling to support decisions

Vice President & Treasurer | Purdue Ascend

  • Launched and managed a new project committee, sourcing and executing external consulting engagements
  • Directed financial planning and allocation of $8,000+ in funds, optimizing resource utilization across committees

Analyst | Investment & Trading Purdue 

  • Conducted fundamental and technical analysis to generate weekly trading insights and portfolio recommendations
  • Developed allocation models across equities, ETFs, options, and fixed income, improving risk-return balance

Projects

AI-Augmented Valuation & Corporate Intelligence Engine

  • Built a valuation system integrating macro data (FRED), market risk inputs, and SEC filing analysis
  • Created adjustment models linking capital structure changes, acquisitions, and governance events to valuation inputs
  • Generated investment signals using ROIC, scenario analysis, and risk diagnostics; backtested for directional accuracy

Factor-based Portfolio Stress Testing & Resilience Analytics Engine

  • Modeled portfolio risk using factor sensitivities to equity, rates, inflation, and commodities across macro scenarios
  • Built a dual-mode analytics platform for scenario stress testing and cross-portfolio ranking and resilience comparison

Volunteering & Interests

  • Yala Fund Sri Lanka, Borneo Project - community development initiatives
  • Snowboarding, Football, Geoeconomics, Crypto, Barista, Exotic fish collector

Languages

English
Native/ Bilingual
Malay
Native/ Bilingual
Chinese (Mandarin)
Professional

Timeline

Corporate Strategy Extern |

Daniels, Jr. School of Business
07.2025 - 08.2025

Strategy & Finance Intern |

Cheok Advocates and Solicitors
05.2024 - 06.2024

Audit Intern |

PricewaterhouseCoopers (PwC)
07.2021 - 08.2021

Bachelor of Science - Finance, Economics and Accounting

Purdue University, Mitch Daniels Jr. School of Business

A-Levels - Mathematics, Economics, History

Jerudong International School
ETHAN WONG