STEVEN YANG
Business Analyst
New York
Summary
Knowledge of financial systems capabilities, finance and accounting processes, and an understanding of the business and systems needs to define processes, propose solutions, and document functional capabilities for requirements.
Overview
5
5
years of professional experience
1
1
Certification
1
1
Language
Work History
Business Analyst (Part-time)
Fortran Analytics
01.2024 - Current
- Develop a business plan outlining market analysis, financial projections, and growth strategies
- Conducted thorough market research to identify target audiences, competitive landscape, and opportunities
- Lead business development efforts, including prospecting, networking, and negotiations
- Collaborate with clients to tailor solutions that aligned with their specific needs and goals
- Oversee financial operations, including budgeting, forecasting, and expense management
- Remote
Financial Analyst (Consulting)
New York State Office of General Services
08.2024 - 11.2024
- Analyzed and interpreted complex financial data to provide insights to senior management.
- Conducted in-depth revenue forecasting and budgeting
- Developed and implemented financial models to identify revenue trends and optimize state resource allocation.
- Streamlined financial reporting processes, reducing report generation time
- Presented financial findings and recommendations to stakeholders
Business Analyst (Consulting)
UNFPA
01.2023 - 12.2023
- Document business and functional requirements using a variety of techniques
- Support project's key objectives with Finance, IT and stakeholders to develop, document and optimize processes
- Facilitate a general understanding, focusing on the data information flow within and between applications
- Communicating across varied audiences including stakeholders, clients, delivery teams and upper management
- Act as a liaison between finance and technology to drive the success of system implementation
Financial Analyst (Consulting)
Natixis
10.2022 - 12.2022
- Applied effective analytical and problem-solving skills to issues and helps to facilitate effective solutions
- Responded to inquiries and ad hoc reporting requests of a time sensitive nature as required
- Worked closely with procurement to improve processes and foster teamwork between functional areas
- Worked to streamline and improved processes and procedures within the accounts payable area
- Manage effective communication with internal departments (Finance / Treasury / Operations)
Financial Analyst (Consulting)
Geneva Watch Group
08.2022 - 09.2022
- Analyzed AR general ledger accounts (cash, revenues, cash, and balance sheet accounts)
- Prepared reports detailing findings for general ledger variances and provided supporting documentation
- Identified, investigated, and resolves specific financial system exceptions
- Generate and issue invoices, handle standard correspondence, and engage in collections activities
- Performed month-end closing
Business Analyst (Consulting)
Crye Precision
04.2022 - 06.2022
- Received purchase Invoices from counterparties and book them in the system
- Issued sales Invoices with all the details and specific requirements for each transaction and counterparty
- Monitored, reconciled, and managed accounts payable related GL accounts including clean-up of aged items
- Kept track of status of all transactions taking place within the company and external vendors and contractors
- Oversaw all payment transactions such as ACH, wires, and paper checks
Financial Analyst (Consulting)
New York City Housing Authority
01.2022 - 02.2022
- Used data and analytical thinking to identify opportunities and solve business process as well as data problems
- Led reviews of business processes and developed optimization
- Communicated with IT and non-IT resources at various levels of the organization, including senior leadership
- Researched and evaluated several options before deciding the right approach to solve a given problem
- Identified, logged, planned, prioritized, and delivered tasks in a methodical way
Financial Analyst (Consulting)
TransPerfect
10.2021 - 11.2021
- Worked in a fast-paced environment with strong business acumen to drive value to clients
- Researched client accounts to help reconcile payments received versus what is still open
- Collaborated with Cash Management to process payments
- Research billing discrepancies and resolved billing issues
- Assisted other departments in questions related to balance owed, payments received, and clients account
Treasury Analyst (Consulting)
Metropolitan Museum of Art
05.2021 - 06.2021
- Monitored and analyzed daily banking activity across various portfolios
- Assisted in maintaining banking records and documentation of daily transactions
- Prepared & managed outgoing cash transactions through banking platforms as requested
- Downloaded bank reports including balance, transactions, incoming wire notifications
- Provide information in connection with external and internal audits
Education
Bachelor of Sciences - Fraud Examination and Financial Forensics
John Jay College
New York01.2017
Bachelor of Business Administration - Finance & Investments
Baruch College
New York01.2006
Skills
- Utilized ERP systems such as SAP, Oracle, PeopleSoft, and Salesforce to manage and analyze financial data efficiently
- Streamlined accounting processes including AP, AR, GL, and financial reporting through ERP systems
- Generated financial reports and dashboards within ERP systems for decision-making and strategic planning
- Utilized ERP for budgeting, forecasting, and variance analysis to monitor financial and support budgetary control
- Implemented ERP system updates to optimize accounting workflows and adapt to changing business requirements
- Provided training and support to finance team members on ERP system functionalities and accounting processes
- SAP
- Oracle
- Microsoft Dynamics
- PeopleSoft
- Salesforce
- Workday
- NetSuite
- Sage
- Yardi
- Concur
- Excel
Certification
Google Data Analytics
Timeline
Financial Analyst (Consulting)
New York State Office of General Services
08.2024 - 11.2024
Business Analyst (Part-time)
Fortran Analytics
01.2024 - Current
Business Analyst (Consulting)
UNFPA
01.2023 - 12.2023
Financial Analyst (Consulting)
Natixis
10.2022 - 12.2022
Financial Analyst (Consulting)
Geneva Watch Group
08.2022 - 09.2022
Business Analyst (Consulting)
Crye Precision
04.2022 - 06.2022
Financial Analyst (Consulting)
New York City Housing Authority
01.2022 - 02.2022
Financial Analyst (Consulting)
TransPerfect
10.2021 - 11.2021
Treasury Analyst (Consulting)
Metropolitan Museum of Art
05.2021 - 06.2021
Bachelor of Business Administration - Finance & Investments
Baruch College
Bachelor of Sciences - Fraud Examination and Financial Forensics
John Jay College