Yuting Lan Email & Phone Number

Ballwin, Missouri, United States

● Assist in financial models’ development to support profitability analysis, including forecasting sales, manufacturing costs, profit margins, and break-even analysis for potential R&D projects.● Conduct cost variance analysis to explain the difference between actual and budgeted expenses and identify cost-saving opportunities.● Assist in preparing annual and quarterly budgets for ongoing R&D projects and other selling, general & administrative expense accounts (SG&A).● Post and maintain accounting journals, ledgers, and other records detailing financial business transactions in accordance with GAAP and IFRS guidelines.

St Louis, Missouri, United States

● Assist students in exploring strategies for optimizing a firm’s capital structure by analyzing factors such as debt and equity financing, and evaluating the financial leverage and risks. ● Conduct workshops on financial modeling techniques, including discounted cash flow modeling, WACC sensitivity analysis, and scenario analysis.

● Revise students' assigned projects and papers by analyzing financial models and financial statements.● Instruct students on the principles of financial ratio analysis and metric analysis, guiding them in evaluating a company’s financial performance and financial state.● Teach fixed-income concepts and demonstrate the calculation of NPV for diverse fixed-income initiatives, including bonds, mortgages, and investments.

United States

● Conduct two mini-courses each semester and create a monthly newspaper for students to read.● Implement different researched strategies in relation to reading or learning skills as a reading discussion leader.● Facilitated workshops including editing strategies, writing paragraphs, thesis statements, and academic reading.

New Jersey, United States

● Designed and posted over 50 fliers for upcoming events, internships, Co-Ops, and full-time employment.● Contacted over 100 recruiters to give invitations to holding events and arrange speech time schedules.● Utilized Qualtrics software to create survey forms for students and employers and analytically summarize result reports.

Shenzhen, Guangdong, China

● Consult with portfolio managers in preparing over 1000 customer information for credit review and loan presentations.● Identify the company's financial risk factors and propose precautionary recommendations from time to time.● Conduct research on financial market trends, economic indicators, and industry news to provide insights and investment opportunities to clients.● Assist in the due diligence process for potential investments, including reviewing legal documents, and financial records, and conducting background checks.

Shenzhen, Guangdong, China

● Served over 1000 customers with information on the latest financing programs and personal banking services.● Organized operational activities to ensure tasks were executed with accuracy and within the agreed turnaround time.● Produced growth in-store deposits by maintaining an existing customer base and expanding to a new market.● Performed credit analysis for over 50 medium corporation credit proposals and examined term loan requirements.

Shenzhen, Guangdong, China

● Provide recommendations to increase operating margins, reduce costs and improve overall financial performance.● Analyze Citi's various planned initiatives, operating budgets, capital expenditures and other investments.● Cooperate closely with senior team members on presentations, financial analysis, and underwriting.

Master Of Science - Ms, Finance(Corporate Finance And Investment)

Bachelor'S Degree, Finance, General