Chloe Chen Email & Phone Number

New York, Ny, Us

Gb

● Market Risk Testing: Mitigated clients’ exposure to market fluctuations, assessing market risk by analyzing foreign exchange volatility, interest rate fluctuations, and credit risks, leveraging Excel VBA and scenario analysis to simulate potential risks.● Financial Statements: Improved data accuracy for audits, reconciling small accounts within lead schedules and streamlining reporting processes, utilizing Excel functions (Filter, SUM, IF, VLOOKUP) and SQL to match infra-numbers for cash flows, commission income, and payroll in financial statements.● Foreign Currency Testing: Reduced discrepencies 15% compared with prior financial reporting cycles, leading extensive testing on foreign currency translations and share-based award calculations for clients such as HSBC and American Express, ensuring financial report integrity and IFRS/GAAP compliance.

● Financial Planning: Advanced clients’ fund utilization and mitigated liquidity risks during unexpected expenses through advising on tax benefit plans, including 529 plans, penalty relief options, and payroll tax strategies for bonuses.● Tax Preparation: Optimized database retrieval efficiency 20% by automating manual processes, facilitating accurate time-based tax comparisons and modeling tax estimates by organizing and structuring clients’ tax documents.● Payroll Management: Earned positive client feedback for timely communication around enhancing regulatory compliance and external audit alignment, streamlining client payroll and expense accounts with testing financial disclosures.

● Risk Assessment: Minimized overall risk exposure 15%, developing the risk assessment framework (RCSA) and bowtie analysis to evaluate operational risk exposures, leveraging statistical analysis and stress-testing techniques, identifying critical risk factors like market demand shifts, and devising mitigation plans.● Data Analysis: Alleviated raw material shortages effectively, identified alternative sourcing options, and secured favorable deal terms, utilizing Excel VBA and Tableau to analyze supply chain shortages during the COVID-19 pandemic.● Supply Chain Management: Enhanced operational efficiency 60%, establishing a new sourcing channel that connected additional raw material suppliers and coordinated industry expert-led training on mask production to streamline processes and improve workforce skills.

● Business Analysis: Grew customer base 20% and enhanced operational alignment with market needs, providing targeted recommendations through detailed SWOT analysis to identify key strengths in customer service and processes. Exposed weaknesses in digital marketing reach and uncovered opportunities in emerging local markets.● Marketing Analysis: Boosted company exposure 70%, designing customer-focused advertisements and promotional materials in Photoshop, strategically targeting key demographics through direct promotion on social media channels.● Data Visualization: Elevated customer satisfaction by analyzing customer needs in Excel and Tableau, conducting in-depth research and in-person meetings to recommend suitable apartments, streamlining initial consultations, conversion processes, and post-consultation follow-ups.

● Leadership: Led a five-person team to achieve 4th place in the competition by collaborating to delegate tasks based on group members’ skills and interests in developing thorough Financial, Operational, and Strategic analyses of Pfizer Inc. ● Business Development: Proposed an operable business plan that could lead to a 15% increase in revenue, suggesting Pfizer Inc. focus more business development on the international market and advertise its pharmaceutical product differentiation.● Business Reporting: Presented a 30-page comprehensive formal business report to 200+ audience in the semifinal round competition, including the full operational plan, financial statements analysis, sensitivity charts, and market segmentation.

Master Of Science- Enterprise Risk Management, Finance

Bachelor Of Science - Business And Technology Management In Finance, Corporate Finance

Bachelor Of Science - Bs, International Business: Global Finance And Business Economic

Education record

High School Diploma