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