Learn Data Skills
Beta
Yufei Chen

Yufei Chen

Financial Data Analyst

NYU Langone

Technologies

My Portfolio Highlights

My New Course

Introduction to Python

Statistical wizard, casting spells of significance on data experiments.

My Work

Take a look at my latest work.

course

Introduction to SQL

course

Introduction to Python

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

NYU Langone Health · Full-time | Nov 2023 - Present

Senior Financial Analyst, Decision Support Strategy & Value Improvement

• Perform a wide portfolio of complex analyses including, but not limited to financial, operational, clinical, and benchmark reporting • Develop an in-depth understanding of the internal costing system (EPSi) and effectively run accurate EPSi reports; understand the relationship between the various EPSi fields and the potential restrictions when resolving crucial business decisions from stakeholders • Conduct financial analyses to identify cost, revenue, and quality improvement opportunities and provide decision support for key strategic initiatives • Develops and maintain system-wide Tableau dashboards that span financial reporting, identification of value opportunities, and department performance for annual financial goals • Package and summarize analytical findings for senior leadership with clear understanding of results and thoughtful recommendations • Independently develop analytical frameworks for large, complex data sets and exercise discretion and judgement in analytical approach • Create and maintain Alteryx workflows to automate processes, implement controls, and reduce redundancies • Proactively communicate to management any arising issues or barriers to meet timelines/deliverables • Identify opportunities for continuous improvement (e.g. improving data integrity, process flow).
Show More

TODO International Inc. | Oct 2020 - Nov 2023

Financial Analyst

• Initiated research and analysis on economic and market datasets using SQL, and created interactive Tableau dashboards, reports, and presentations. • Developed and maintained Tableau and SQL queries, optimized the reporting process and increased overall efficiency by 30%. • Reviewed target companies’ financial reports, and conducted financial condition analysis, including financial statement analysis, comparable analysis, sensitivity analysis, etc. • Monitored economic and policy news, and briefed significant events and findings to the Manager.

Eagle Ribbon Investment Holdings | Jan 2019 - Oct 2019

Financial Analyst

• Assisted Senior Analyst in evaluating over 30 early and mid-stage start-ups, by building various financial models with Excel. • Performed regression analysis to determine quantitative variables and macroeconomic factors of the target industry using R.

Chang’An International Trust Co., Ltd. | Jan 2016 - Sep 2016

Financial Analyst Intern

• Individually entered and analyzed financial and non-financial data of over 30 entities and composed due diligence reports. • Analyzed product transaction structures (including REIT, industrial and commercial, fixed asset loan product, etc.), and compiled feasibility assessment reports for trust projects. • Examined legal materials, and other governance-related risks.

China Merchants Bank | Jun 2015 - Sep 2015

Private banking Intern

• Cross-sold banks products and services through cold calling and face-to-face interaction with clients, and exceeded individual goals for sales and referrals twice. • Provided customer service through all customer interactions including opening new accounts, problem resolution, answering inquiries, and reaching out for feedback.

My Education

Take a look at my formal education

Master in Risk Management and Risk AnalyticsSt John’s University | 2021
Master in Finance (Asset Management)University of Maryland | 2018
Bachelor in Finance (International Finance)Capital University of Economics and Business | 2016

About Me

Yufei Chen

Yufei hasn't filled in a bio text

Powered by

  • Work
  • Courses
  • Experience
  • Education
  • About Me
  • Create Your Data Portfolio for Free