Danni Lu Email & Phone Number

New York, NY, US

San Francisco, CA, US

Provide consulting service to Citi's Private bank Division for application/strategic platform development and integration.Work with both waterfall and agile lifecycle by using Agile project management tools including Jira, Confluence, Tableau and traditional microsoft suites Iteration planning and communication with overall program leadership and.

New York, New York, US

-Lead and participate in Business intelligence development and large scale system migration. Drive projects by taking responsibility for ensuring all aspects are being followed through by owning parties.-Demonstrate strong knowledge of the firm’s businesses, products, clients and competitors, and considers the operating landscape when making strategic.

New York, New York, US

Jacksonville, FL, US

Vendor for Barclays Capital Group. Conducted daily functions of client margin settlements, collateral management, and balance management. Analyzed IM and VM. Balanced different currency buckets and Ring-fence funds for restricted CCYOffered supreme client service, handling regular and ad-hoc client requests in a timely mannerSet up new Accounts & SSI.

• Forecast revenue, identify future trends, and assess risk associated with capital expenditures and equity raising for debt financing of private and public companies to estimate financing capacity
• Evaluate strategic finance alternatives and interact with clients’ C-Level executives, senior bankers and team to facilitate deals
• Prepare advisory presentations, proposals and investment memorandums for lender’s approval and deal negotiations

• Sought undervalued stocks and growth after M&A by analyzing 20+companies’ annual reports, proxies, and industry news
• Followed US & Global markets, derivatives, ETFs, and small cap stocks while applying technical analysis methods
• Reported analyses of profitability, risk and estimations of reasonable position sizes to managers

Tokyo, JP

• Used Excel to reconcile trades cleared through LCH to eliminate cash settlement discrepancies and trade breaks
• Extracted and interpreted data from Bloomberg Terminal to assist team settlements of Foreign Exchange, Interest Rate Swap, and Cross Currency Swap.
• Liaised with third parties, kept in line with regulatory requirements and supported operations of funding, futures and collateral
• Properly performed Marked-to-Market reconciliations of fixed income and derivatives to assess market risk

Edmonton, Alberta, CA

• Estimate property value based on aggregated rental and sales history of real estates
• Analyze the prospective investments of every building to forecast the market trend

• Actively maintain records of charity contributions from over 4000 advertising firms daily
• Collect useful information and resources and use Excel to complete analysis
• Send emails to hundreds of clients to develop new business

• Negotiated prices with more than 50 suppliers to get the best value on inventory purchases
• Maintaining existing supplier relationship while building new ones
• Maintained daily inventory of merchandise valuing up to $6000
• Coordinated with cross divisions and trained new employees

Ms Finance, Finance, General

Bachelor Of Business Administration (B.B.A.), Finance, General

Bachelor Of Business Administration (B.B.A.), Finance, General