Led a cost-saving process improvement project with the operations team, cutting expenses by $3.5 million. • Skillfully developed annual budgets and conducted precise P&L forecasts for upcoming years. • Proactively tracked expenses and revenues, maintaining predictive financial models with less than 5% variance. • Generated thorough monthly, quarterly, and annual financial reports for P&L analysis and variance evaluation. • Converted financial outcomes into actionable insights, delivering them to executive stakeholders. • Established an IT partnership to implement process automation of finance reports, reducing workload by 20%. CTBC SECURITIES Buy-Side Equity Analyst Taipei, Taiwan August 2020 – June 2021 • Conducted in-depth research in electronic components and renewable energy, analyzing 20+ companies. • Created complex financial models for 30+ companies, forecasting P&L results and evaluating earnings and share prices. • Provided traders with insights into portfolio allocation, helping achieve a 10% annual profit target. • Represented CTBC in earnings calls with 50 publicly traded firms, tracking industry trends closely. E.SUN BANK Financial and Relationship Analyst/Assistant Relationship Manager Taipei, Taiwan April 2018 – June 2020 • Tailored business loans to meet the specific requirements of over 30 enterprises. • Conducted market research in electronics and international trading industries, developing 6 new customers. • Led a team, including an accountant and wealth manager, supporting 2 families with business succession plans. • Performed financial ratio analysis and constructed pro-forma models to monitor clients' businesses.