Lucas Leung
Tampa
Summary
Highly disciplined finance and economic professional who has a proven track record of working effectively in fast paced, team environments. With five years of technical and five years fundamental analytic research and six years sales experience. With an addition of an excellent history of building strong relations and having high levels of competitiveness and leadership skills.
Overview
2
2
years of professional experience
Work History
CMA Analyst II
The Coca-Cola Company
10.2023 - Current
- Manage CMA files to comply with client specific Chart of Authority, GAAP, and Sarbanes-Oxley regulations including timely sales confirmations, adequate payment support and audit processes.
- Collaborate with broad range of stakeholders including field sales and finance, order to cash, record to report, procure to pay, and IT to clarify programs/funding.
- Utilize a variety of systems and tools, such as Excel, SAP, and SalesForce, to develop and analyze financial and/or customer impacts as required.
President
Financial Analysts Club
08.2022 - 05.2023
- Wrote weekly reports of important and emerging stocks, then published it to members and associates.
- Oversaw club activities and conduct agendas for all meetings and events.
- Launched the 'Analyst Program' which consisted of hands-on experience and projects for over 120 members to gain knowledge on technical and fundamental analysis.
Client Account Executive
Rise Solar LLC
06.2022 - 09.2022
- Prepared analyses of customers' current and projected energy usage, demonstrating financial return on investment via new system introduction.
- Developed strategic sales plans to structure new initiatives, which benefited in being a top closer.
- Managed over 20 meetings per day to address customer needs and concerns.
Education
Bachelor of Science - Finance, Economics
The University of Tampa
Tampa, FL05.2023
Skills
- Microsoft Excel, PowerPoint, Word
- Intermediate Macroeconomics
- Risk Management
- Business Analytics and Statistics
- Financial Modeling
- Strategic Problem Solving
- Project Management
- Contract Negotiation
- SAP
- SalesForce
Accomplishments
- A Portfolio for Long-Term Growth: The Macroeconomic Drivers of Long-Run Equity Market Performance
"The Relationship Between the Stock Market and GDP Growth"
- Academic Achievement Award, Bloomberg Market Concepts Certification (BMC) - Financial Analysts Club
- Licenses: Florida 2-15 Resident Health & Life (Including Annuities & Variable Contracts) License
Timeline
CMA Analyst II
The Coca-Cola Company
10.2023 - Current
President
Financial Analysts Club
08.2022 - 05.2023
Client Account Executive
Rise Solar LLC
06.2022 - 09.2022
Bachelor of Science - Finance, Economics
The University of Tampa