YIWEN FAN
Weston,FL
Summary
Pricing and financial analyst with cross-functional experience in pricing, cost analysis, and regulatory monitoring across banking, tax reporting, and pharmaceutical operations. Known for managing large SKU portfolios, building reports for management, and supporting accurate decisions through data analysis, market research, and clear collaboration.
Overview
14
14
years of professional experience
Work History
Pricing Analyst II
Teva Pharmaceuticals
06.2022 - Current
- Managed portfolio of over 2000 SKUs and over $90M in annual net sales, while helping develop multiple pricing models to support profitability and daily sales goals. Margin protection came from detailed pricing analysis using multiple product indicators and retail market recommendations for management. Ongoing monitoring of pharmaceutical economic trends and regulations, including seasonality, ingredient shortages, and FDA restrictions, supported accurate pricing decisions.
- Conducted product pricing analysis using multiple indicators to support margin preservation and provide retail market recommendations to management, staying informed on economic factors and regulations impacting pricing.
- Developed reports and presentations to support communication and collaboration with sales, purchasing, and contracts teams, aligning pricing strategy across functions. Helped implement pricing strategies and respond to market conditions, demand shifts, and inventory levels.
- Monitored pricing changes and erosion trends across internal supply chain and external sources such as NADAC and NSP, tracking competitor pricing for top revenue items and new launches bi-weekly and supporting customer bids with tiered pricing based on pricing factors and client relationships.
- Facilitated override team operations to ensure compliance with pricing thresholds. by reviewing customer pricing offers and approving bids within defined thresholds.
- Prepared documentation for about a dozen new product launches.
Finance Manager
Eland Engineering
02.2019 - 06.2022
- Lead financial analyst for over a dozen multi-million construction projects. Provides comprehensive financial insights at company and department level from pricing, funding, expense and risk/credit analyzing.
- Provide cash flow analyses, industry standard financial ratios/covenants, for all ITS proposed projects. Evaluate, assess, and determine the risk associated with all existing arrangements periodically with appropriate information to support conclusions
- Developed and presented ad hoc financial analyses and reports to facilitate decision-making for upper management and external clients.
- Collected and analyzed data from government sources to evaluate and forecast profitability for new projects.
- Collaborate with design/accounting/operation team members to obtain data and to gain common understanding to produce accurate and efficient reports and deliverables
Brokerage Operation Tax-Senior Associate
CAPITAL ONE INVESTING BANK, LLC
05.2017 - 02.2019
- Spearheaded due diligence for over 1.5 million investment accounts for yearly Federal tax reporting
- Executed quarterly state tax filings and produced 1099 and 5498 tax statements, correcting errors promptly.
- Analyzed, researched and solved thousands of tax statements reporting discrepancies between market recognized and private taxable events such as, dividends, corporate actions, cost basis step ups, securities and derivatives trading.
- Leader and key player for complex and critical yearly tax project such as 2017 Capital One TEFRA reporting project to IRS 1.5 million customers to convert from Capital One Investing to E-trade.
- Developed and improved processes and procedures to enhance accuracy and support periodic audit efficiency analysis.
- Monitored and maintained daily, quarterly and yearly tax data reporting to and from vendors periodically, reduced clients' inquiries by 50% in 2018.
- Cultivated strong vendor relationships to ensure delivery of quality products and services in alignment with contractual obligations.
Commercial Consumer Bank Merchant Services - Associate, Account Manager I
JPMORGAN CHASE & CO.
08.2016 - 05.2017
- Coordinated execution of maintenance requests for strategic, complex clients, ensuring timely resolution.
- Troubleshot technical and systemic maintenance issues, providing targeted consultation to enhance client operations.
- Managed merchant relationships for JPMorgan Chase payment processing services.
- Reviewed merchant applications for onboarding, risk, and compliance requirements.
- Coordinated card acceptance setup with sales, operations, and support teams.
Corporate Investment Bank-Pension Benefit Payment - Transaction Specialist
JPMORGAN CHASE & CO.
05.2015 - 08.2016
- Managed over 100 corporate pension clients, assisted client administer pension payments through various JPMorgan internal payments and online tools.
- Applied expertise in retirement payroll functions, tax documentation, and pre-tax deductions to ensure compliance and accuracy.
- Monitored and resolved service issues, collaborating with internal and external clients to enhance client satisfaction.
Corporate Investment Bank-Corporate Analyst Development Program
JPMORGAN CHASE & CO.
06.2013 - 05.2015
- Managed top-tier JPMorgan custody clients, facilitating over one billion dollars in daily trade transactions.
- Managed over 500 accounts and cultivated relationships with over 90 investment managers, addressing daily inquiries regarding trades and cash settlements in global and domestic markets.
- Ensured settlement for various securities, including stocks, bonds, derivatives, options, and futures, from processing through to accounting.
- Strong knowledge of regulations, rules and guidelines for each foreign market, including sensitive and Buy-in markets.
Corporate Investment Bank-Fund Accounting - MIS-Business Analyst & Reporting Analyst
JPMORGAN CHASE & CO.
05.2012 - 06.2013
- Selected for exclusive extended-internship program, working 20 hours a week during senior year of university.
- Compiled and delivered time-sensitive reports, including Overtime Analysis, Regulatory Reporting (GASB, FASB), Cost Center profit/loss analysis, cost-saving initiatives, and ERISA analysis, enhancing decision-making.
- Oversaw accuracy and timeliness of key metrics, ensuring alignment with deliverable deadlines and supporting operational efficiency.
- Facilitated senior management's decision-making by designing and creating customized spreadsheets for ad hoc reporting.
Education
Master of Business Administration, MBA -
University of Texas at Dallas – Jindal School of Management
Richardson, TXBachelor of Science - Finance & Accounting
University of Texas at Dallas – Jindal School of Management
Richardson, TXSkills
- Pricing analysis
- Cost analysis
- Financial analysis
- Market access strategy
- Market trend analysis
- Data visualization
- Problem solving
- Cross-functional communication
- Attention to detail
Personal Information
- Title: FINANCIAL ASSOCIATE
- Nationality: US Citizen
Timeline
Pricing Analyst II
Teva Pharmaceuticals
06.2022 - Current
Finance Manager
Eland Engineering
02.2019 - 06.2022
Brokerage Operation Tax-Senior Associate
CAPITAL ONE INVESTING BANK, LLC
05.2017 - 02.2019
Commercial Consumer Bank Merchant Services - Associate, Account Manager I
JPMORGAN CHASE & CO.
08.2016 - 05.2017
Corporate Investment Bank-Pension Benefit Payment - Transaction Specialist
JPMORGAN CHASE & CO.
05.2015 - 08.2016
Corporate Investment Bank-Corporate Analyst Development Program
JPMORGAN CHASE & CO.
06.2013 - 05.2015
Corporate Investment Bank-Fund Accounting - MIS-Business Analyst & Reporting Analyst
JPMORGAN CHASE & CO.
05.2012 - 06.2013
Master of Business Administration, MBA -
University of Texas at Dallas – Jindal School of Management
Bachelor of Science - Finance & Accounting
University of Texas at Dallas – Jindal School of Management