SUWEN HU
Tustin
Summary
Recent MBA graduate with experience in business analysis, operations support, financial research, and cross-functional coordination. Background includes billing and claims tracking, financial modeling, market research, and process improvement across office operations, IPO advisory, and finance-related functions. Interested in pricing operations, demand planning, business intelligence, and analyst roles in fast-paced, data-driven environments. Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
7
7
years of professional experience
Work History
Office Administrator
Galaxy Developments Inc.
Irvine
01.2025 - 06.2025
- Managed billing and authorization tracking by maintaining weekly records of client session usage, approved service codes, and claims status to support accurate reimbursement workflows.
- Monitored outstanding insurance claims through payment completion and coordinated with insurance providers and clients to resolve billing and authorization issues.
- Prepared monthly copay invoices and maintained supporting documentation, improving the accuracy and organization of financial and client records.
- Built and maintained structured spreadsheets for billing records and client authorization usage, improving visibility into service utilization and payment status.
IPO Advisory Associate
ATIF Inc.
Lake Forest
10.2022 - 02.2023
- Conducted industry and competitor research on public comparables, using Porter’s Five Forces and business strategy analysis to support roadshow materials and client presentations.
- Built Excel-based valuation models, including DCF and WACC analyses, to assess earnings potential and support financial due diligence in pre-engagement advisory work.
- Supported 4 IPO advisory projects by coordinating deliverables across internal teams and external stakeholders, including auditors, legal counsel, investment banks, and transfer agents.
- Maintained vendor payment and remittance tracking records and partnered with accounting to reconcile invoices, receipts, and wire transfer documentation.
Marketing Intern
Fionla Bouti LLC
La Jolla
03.2022 - 09.2022
- Supported marketing campaign execution by collecting and organizing quantitative and qualitative performance data.
- Conducted market research and industry trend analysis to support promotional planning and business development efforts.
- Maintained customer and campaign information in CRM and database systems to improve data accuracy and team accessibility.
Summer Audit Analyst
Shanghai Xinye Asset Appraisal Company
Shanghai
07.2019 - 08.2019
- Participated in asset valuation work for two technology companies and contributed to appraisal reporting covering approximately $3 million in assets.
- Prepared 5+ audit reports analyzing leverage and liquidity conditions for a leading high-tech venture client and summarized key findings for client reporting.
- Organized and reviewed 70+ financial and legal documents for domestic clients, identified missing engagement materials, and followed up to complete documentation requirements.
Winter Financial Analyst
Longyuan Power Supply Service Company
Shanghai
12.2018 - 01.2019
- Assisted with invoicing, reimbursement processing, and financial statement updates to support departmental reporting accuracy.
- Researched individual income tax deduction requirements and developed recommendations that reduced estimated tax payable by 2%, with plans approved by management.
- Analyzed internal operating data and proposed improvements to reporting and sourcing procedures, reducing invoicing process time by 18%.
Education
Master of Business Administration - Financial Management
Westcliff University
Irvine, CA11-2025
Bachelor of Arts - Economics
University of California, San Diego
La Jolla, CA11-2021
Associate Degree - Economics
College of San Mateo
San Mateo, CA05-2019
Skills
- Excel-based analysis
- Financial modeling
- Reporting
- Billing reconciliation
- Claims tracking
- Record management
- Market research
- Process improvement
- Cross-functional coordination
- Microsoft Excel
- PowerPoint
- Word
- Stata
- R
Timeline
Office Administrator
Galaxy Developments Inc.
01.2025 - 06.2025
IPO Advisory Associate
ATIF Inc.
10.2022 - 02.2023
Marketing Intern
Fionla Bouti LLC
03.2022 - 09.2022
Summer Audit Analyst
Shanghai Xinye Asset Appraisal Company
07.2019 - 08.2019
Winter Financial Analyst
Longyuan Power Supply Service Company
12.2018 - 01.2019
Master of Business Administration - Financial Management
Westcliff University
Bachelor of Arts - Economics
University of California, San Diego
Associate Degree - Economics
College of San Mateo