Summary
Overview
Work History
Education
Skills
Areas of Expertise
Other
Timeline
Generic

Richard Chung

Seattle

Summary

Strategic analyst with over ten years of experience in driving growth and profitability through global pricing strategies and technology operations. Proven ability to analyze complex data and lead cross-functional teams to optimize revenue and reduce costs consistently. Expertise in developing change frameworks that facilitate enterprise transformation and deliver measurable performance improvements. Recognized for bringing clarity to complex situations and identifying both risks and opportunities.

Overview

7
7
years of professional experience

Work History

Procurement Financial Analyst

Boeing
Everett
05.2024 - Current
  • Analyzed financial data to identify trends and support decision-making processes.
  • Review and assess financial statements to recognize opportunities and risks involved with potential contracts.
  • Participate in negotiations with current and potential suppliers to the Boeing Company.
  • Developed presentations for stakeholders to communicate financial insights effectively.
  • Collaborated with cross-functional teams to develop financial forecasts and budgets.
  • Prepared detailed reports on financial performance for management review.

Program and Management Analyst/Financial Analyst

Federal Aviation Administration/Leidos
Des Moines
09.2021 - Current
  • Oversaw a portfolio of 300+ reimbursable agreement contracts nationwide, ensuring comprehensive monitoring and efficient service delivery from initiation to completion. Addressed information requests promptly.
  • Boosted FAA close rate for contracts from 50% to 58% by implementing successful strategies, achieving a personal close rate of 70% in the first year, and sharing tactics with the team.
  • Coordinated and led meetings involving 5-20 cross-functional stakeholders, proficiently generated corresponding reports using Tableau and Excel.
  • Orchestrated the importation of data and devised a comprehensive Microsoft Excel spreadsheet, conducting regular meetings with planners and team members to monitor agreement status, identify bottlenecks, and address delays.
  • Creating draft agreements for all reimbursables. Includes developing scope items, reviewing cost estimates to ensure the request is authentic and accurate, and due diligence to make sure all legal items are present.

Financial Solutions Advisor

Merrill/Bank of America
Seattle
11.2019 - 09.2021
  • Deployed to a branch without prior financial advisor presence, initiated training for bankers and tellers in identifying client needs and facilitating referrals to an advisor.
  • Managing a book of 100+ clients, creating, assisting, and making sure they are up to date and on track with their financial goals.
  • Cultivated a pipeline and community rapport through persistent efforts, demonstrating a performance increase from 70% in the first quarter to 120% by the third quarter.
  • Analyzing personal and business financials to best understand how each individual financial situation. Including reviewing financial statements, balance sheets, investment portfolios, and business plans.
  • Conducted individualized coaching sessions, instructing team members on recognizing key client details. Shadowed bankers to foster their confidence in referring clients to the advisor. Elevated banker referrals to the advisor, concurrently cultivating a robust pipeline and portfolio for the branch.

Private Client Banker

JPMorgan Chase
Seattle
05.2018 - 05.2019
  • Successfully transitioned into a challenging portfolio, implementing proactive outreach strategies, and fostering in-person connections to understand clients' needs and goals.
  • Maintained a client-centric and casual approach, resulting in a commendable 96% retention rate despite initial concerns and client hesitations.
  • Partner with financial advisor to have in-depth conversations with clients to understand their goals, uncover opportunities, and offer financial advice tailored to their life.
  • Demonstrated adept portfolio management skills, ensuring a smooth transition, and earning client appreciation for the handled challenges.
  • Open, service, and maintain accounts for new and existing clients.

Education

Bachelor's Degree - Business Administration/Finance

University of Washington
Seattle, WA
06.2017

Certificate - Google Data Analytics

Coursera
02.2023

Skills

  • Structured Query Language (SQL)
  • R (programming language)
  • Microsoft Office
  • Financial Statement analysis
  • Data management
  • Financial Planning
  • Financial analysis
  • Cost analysis

Areas of Expertise

● Strategic Analysis: Demonstrated ability to analyze complex data and drive growth through global pricing strategies, optimizing revenue year-over-year.

● Cross-Functional Leadership: Adept at leading cross-functional partnerships and teams, fostering collaboration to achieve measurable performance improvements.

● Change Management: Skilled in developing and operationalizing change frameworks and tools to drive enterprise transformation,bringing clarity to complex situations.

● Program and Financial Management: Proven track record in program and financial management, as showcased by successfully managing 100 Reimbursable contracts, achieving performance targets, and boosting close rates.

● Training and Development: Proficient in facilitating on boarding processes, implementing hands-on training approaches, and creating comprehensive guides for streamlined training.

● Client Relationship Management: Demonstrated expertise in client-centric approaches, evidenced by successful transitions into challenging portfolios, high retention rates, and effective portfolio management.

Other

Previously held FINRA licenses 6, 63, 65, and 7

Timeline

Procurement Financial Analyst

Boeing
05.2024 - Current

Program and Management Analyst/Financial Analyst

Federal Aviation Administration/Leidos
09.2021 - Current

Financial Solutions Advisor

Merrill/Bank of America
11.2019 - 09.2021

Private Client Banker

JPMorgan Chase
05.2018 - 05.2019

Bachelor's Degree - Business Administration/Finance

University of Washington

Certificate - Google Data Analytics

Coursera

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