Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Fan (Fiona) Wu

Seattle,WA

Summary

  • Adept at budgeting and forecasting, sub-ledger and General Ledger Accounting and Controls, reporting and analytics in diligent and quality-driven manner
  • Highly detail-oriented and motivated team player with strong adaptability and multi-tasking skill and experience in working with teams in different time zones

Overview

7
7
years of professional experience

Work History

Senior Financial Planning and Analysis Analyst

Goldman Sachs Group, Inc
Salt Lake City, UT
09.2019 - 03.2023
  • Owned and enhanced the financial modeling, tools, and processes for submitting annual multi-year budgets and forecasts working with the business and other functional teams (e.g. Marketing, Risk, Central Finance, Delivery)
  • Coordinated the annual budget and quarterly re-forecast processes with various stakeholders (including developing deliverable timeline, reporting templates, shared assumptions, etc.)
  • Consolidated and reviewed all monthly financial reporting & deliverables including but not limited to: monthly PnL by GAAP GLs, monthly vendor expense analysis reporting for various stakeholders
  • Produced weekly divisional performance dashboard along with highlights in order to assist senior management with evaluating business decisions and key initiatives
  • Assisted in the preparation of all SEC fillings including fillings on forms 10K, 10Q and other public presentations; Interacted and answered questions with PwC for auditing purpose
  • Coordinated Balance Sheet Substantiation and Country Exposure Reporting (FFIEC 009 Report) for balances
  • Reviewed monthly sub ledger activity to substantiate accuracy and completeness of expenses; booked journal entries (including accruals)
  • Trained and coached 3 new team members
  • Leaded ad-hoc analytics and projects as requested
  • Involved in the acquisitions of GreenSky, Inc

Staff Accountant

Building Services Group, LLC
Salt Lake City, UT
05.2016 - 10.2017
  • Managed and reconciled accounts, company invoicing and related accounts receivables
  • Processed semi-monthly payroll as a payroll accountant for employees including bonuses, commissions and other compensation related changes

Education

Master of Science - Finance

University of Utah
Salt Lake City
05.2019

Bachelor of Science - Accounting

University of Utah
Salt Lake City
09.2016

Skills

  • Advanced Microsoft Office skills, especially Excel and PowerPoint
  • Familiarity with Oracle Essbase
  • Familiarity with Anaplan and Tableau
  • Anaplan L1 Model Builder Certification
  • Understand of US GAAP
  • Experience with SQL, BI and R

Languages

Chinese (Mandarin)
Native language
English
Advanced (C1)
C1

Timeline

Senior Financial Planning and Analysis Analyst

Goldman Sachs Group, Inc
09.2019 - 03.2023

Staff Accountant

Building Services Group, LLC
05.2016 - 10.2017

Master of Science - Finance

University of Utah

Bachelor of Science - Accounting

University of Utah

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Fan (Fiona) Wu