Wen Wan (Karina)
Washington,District of Columbia
Summary
Results-driven risk management and financial analysis professional with a proven track record in assessing financial risks and implementing effective mitigation strategies. Demonstrates exceptional ability to translate complex data into actionable insights, fostering collaboration and engagement in both corporate and educational environments. Committed to guiding others toward measurable outcomes while integrating analytical skills with teaching expertise.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Cultural Education Instructor
Mindbloom Preschool
Wahington DC, District Of Columbia
06.2024 - Current
- Conducted comprehensive data analysis on the healthcare sector, applying statistical and predictive modeling to enhance financial valuation models, emphasizing revenue forecasting and cost analysis.
- Developed an equity valuation framework using Discounted Cash Flow (DCF) and comparative metrics (P/E ratios, growth rates, etc.), leveraging financial analysis to guide investment decisions.
- Authored Ford’s annual performance review, employing financial modeling and ratio analysis to distill actionable insights, and support strategic planning.
- Created a dynamic visualization dashboard showcasing financial statement ratios and key performance indicators (KPIs), facilitating data-driven decision-making for clients.
- Performed ad-hoc data tasks, including extraction, cleaning, and manipulation, utilizing SQL and Python for efficient data processing and analytics in support of risk assessment and mitigation strategies.
Team Leader and Speaker
Risk identification and quantification for UBS
New York, NY
05.2023 - 07.2024
- Led a team in scoring and executing a risk identification and quantification project for UBS, ranking the top 10 risks through quantitative analysis of five-year financial data.
- Utilized statistical methods to clean and analyze financial statement data, applying lognormal distribution assumptions to refine risk models and assessments.
- Provided qualitative analysis on UBS’s compliance with BASEL accords and regulations, demonstrating a keen understanding of regulatory frameworks and risk mitigation strategies.
Data Analysis Intern
Diamond Equity Research
New York, NY
07.2021 - 09.2021
- Conducted comprehensive data analysis on the healthcare sector, applying statistical and predictive modeling to enhance financial valuation models, emphasizing revenue forecasting and cost analysis.
- Developed an equity valuation framework using Discounted Cash Flow (DCF) and comparative metrics (P/E ratios, growth rates, etc.), leveraging financial analysis to guide investment decisions.
- Authored Ford’s annual performance review, employing financial modeling and ratio analysis to distill actionable insights, and support strategic planning.
- Created a dynamic visualization dashboard showcasing financial statement ratios and key performance indicators (KPIs), facilitating data-driven decision-making for clients.
- Performed ad-hoc data tasks, including extraction, cleaning, and manipulation, utilizing SQL and Python for efficient data processing and analytics in support of risk assessment and mitigation strategies.
Management Consulting Intern
Boston Consulting Group
Beijing, China, China
04.2021 - 06.2021
- Conducted data extraction and analysis for airport operational data, leading a cost-benefit study that recommended infrastructure enhancements to maximize profitability.
- Executed comprehensive financial and risk assessments for a U.S. pharmacy retailer, identifying key regulatory and competitive risks, and proposing measures to bolster operational resilience.
- Developed an efficient financial data extraction process from Capital IQ, enhancing data analysis capabilities, and supporting robust financial modeling and risk analysis efforts.
Consulting Intern
Deloitte
Beijing,China, China
10.2020 - 12.2020
- Crafted a strategic analysis report for Mercedes-Benz China, utilizing sales data over two years to devise targeted marketing strategies for data-driven decision-making and strategic planning.
- Developed and implemented Tableau and Power BI dashboards for senior management, visualizing insights into revenue, cost of goods, and profit margins to facilitate informed business decisions.
- Conducted in-depth financial and retail industry analyses for Decathlon China, identifying critical risks, and providing strategic recommendations to enhance operational stability and risk management.
Education
Master of Science - Risk Management
Columbia University
New York, NY02-2024
Bachelor of Arts - Economics
Univerisity of Connecticut
Storrs, CT06-2022
Skills
- Microsoft Excel
- Python programming
- Microsoft Office
- Teamwork and collaboration
- Data analysis
- Risk and financial analysis
- Presentation
- Verbal and written communication
Certification
- Teaching Certificate candidate (March)
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Cultural Education Instructor
Mindbloom Preschool
06.2024 - Current
Team Leader and Speaker
Risk identification and quantification for UBS
05.2023 - 07.2024
Data Analysis Intern
Diamond Equity Research
07.2021 - 09.2021
Management Consulting Intern
Boston Consulting Group
04.2021 - 06.2021
Consulting Intern
Deloitte
10.2020 - 12.2020
Master of Science - Risk Management
Columbia University
Bachelor of Arts - Economics
Univerisity of Connecticut
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