Erica Li

Erica Li Email and Phone Number

Sr Quantitative Model Solutions Specialist @ Wells Fargo | Python SAS SQL @ Wells Fargo
Charlotte, NC, US
Erica Li's Location
Charlotte, North Carolina, United States, United States
Erica Li's Contact Details

Erica Li work email

Erica Li personal email

About Erica Li

With over 15 years of experience in data management and analytics at global financial services companies, I have a proven track record of delivering high-quality results and insights that support business objectives and regulatory compliance.I am passionate about leveraging my analytical, technical, and business skills to creatively solve problems and boost profitability. I take initiative and manage multiple large scale projects simultaneously in fast-paced environments, collaborating with and influencing stakeholders across all functions and levels of the organization. I also direct, train, and develop cross-functional teams, both onsite and remote, to meet dynamic business requirements. I am proficient in SAS, SQL and Python programming and certified with a Six Sigma Black and Green Belt, and I am currently completing an Applied Data Science certificate at MIT. I am fluent in English, Mandarin, and Cantonese.

Erica Li's Current Company Details
Wells Fargo

Wells Fargo

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Sr Quantitative Model Solutions Specialist @ Wells Fargo | Python SAS SQL
Charlotte, NC, US
Website:
wellsfargo.com
Employees:
205138
Erica Li Work Experience Details
  • Wells Fargo
    Wells Fargo
    Charlotte, Nc, Us
  • Wells Fargo
    Sr Quantitative Model Solutions Specialist
    Wells Fargo 2022 - Present
    San Francisco, California, Us
    Implement, execute and analyze sophisticated models within Commercial Real Estate and WIM portfolios; support stress testing (CCAR/DFAST), allowance calculation (CECL and IFRS9) and business loss forecasting; rapidly acquire an in-depth understanding of key models.
  • Wells Fargo
    Regulatory Reporting Lead Consultant
    Wells Fargo 2020 - 2022
    San Francisco, California, Us
    Led complex, large-scale data projects, performing deep-dive research independently and in collaboration with business partners; re-engineered data process estimating time savings up to 50%; directed offshore teammates to complete projects.
  • Wells Fargo
    Advanced Finance Analytics Sr. Consultant
    Wells Fargo Mar 2016 - 2020
    San Francisco, California, Us
    Led team in successful submission and daily activities during 9-month management vacancy. Directed regulatory data submission for largest portfolio on bank's balance sheet, supporting earnings forecast, reconciliation, testing, and change management. Performed large data mining, manipulating analysis using SAS, SQL, and advanced Excel. Built partnerships, working closely with audit, compliance, IT, legal, data/oversight, and accounting to create/update processes and reduce risks. Served as subject matter expert for capital calculations and reporting requirements. Prepared/presented complex reports to management and drove end-to-end projects.
  • Bank Of America
    Product Pricing Manager
    Bank Of America 2015 - Mar 2016
    Charlotte, Nc, Us
    Leveraged deep understanding of statistics modeling to identify profitability opportunities. Analyzed geography/metropolitan data to track market trends and created PowerPoint slides.
  • Bank Of America
    Liquidity Risk Sr. Analyst
    Bank Of America 2013 - 2015
    Charlotte, Nc, Us
    Built and analyzed financial models and managed liquidity ratios for cash flow and enterprise loans. Coordinated with IT and business lines on large-scale analytics projects throughout Agile lifecycle, from planning and testing to implementation and maintenance. Participated in user acceptance design and testing.
  • Bank Of America
    Market Info Manager
    Bank Of America 2010 - 2013
    Charlotte, Nc, Us
    Supported partner banking and investments group for consumer segment with 9M households and $25B consumer credit card portfolio, performing analytics-focused role. Led quantitative analyses and statistics modeling to support affinity group optimization and portfolio, including key contract renewals. Built relationships with internal and external business partners, such as Alaska Airlines. Managed development and production of monthly KPI reporting. Created business strategies that are still in place today.
  • Bank Of America
    Mba Leadership Development Program
    Bank Of America 2008 - 2010
    Charlotte, Nc, Us
    Selected by senior leaders as one of 4 national candidates for 2-year program, based on performance. Rotation activities included improved efficiency of business continuity plan and eliminated top red flag and built scorecards to measure online payment performance.
  • Bank Of America
    Pricing Strategy Analyst
    Bank Of America 2006 - 2008
    Charlotte, Nc, Us
    Established pricing strategies for new accounts and made recommendations to leadership team to achieve profitability objectives.

Erica Li Skills

Financial Modeling Management Consulting Analysis Financial Analysis Banking Six Sigma Valuation Portfolio Management Risk Management Credit Risk Capital Markets Credit Analysis Credit Equities Derivatives Bloomberg Corporate Finance Financial Risk Finance Strategy Mergers And Acquisitions Financial Services Investment Banking Relationship Management Investments Leadership Sas Credit Cards Sas Programming Product Management Treasury Management Analytics Fixed Income Loans Sql Economics Consumer Lending Market Risk Financial Structuring Basel Ii

Erica Li Education Details

  • University Of Rochester - Simon Business School
    University Of Rochester - Simon Business School
    Finance
  • Central South University
    Central South University
    Economics

Frequently Asked Questions about Erica Li

What company does Erica Li work for?

Erica Li works for Wells Fargo

What is Erica Li's role at the current company?

Erica Li's current role is Sr Quantitative Model Solutions Specialist @ Wells Fargo | Python SAS SQL.

What is Erica Li's email address?

Erica Li's email address is le****@****ail.com

What schools did Erica Li attend?

Erica Li attended University Of Rochester - Simon Business School, Central South University.

What are some of Erica Li's interests?

Erica Li has interest in Poverty Alleviation, Education, Disaster And Humanitarian Relief.

What skills is Erica Li known for?

Erica Li has skills like Financial Modeling, Management Consulting, Analysis, Financial Analysis, Banking, Six Sigma, Valuation, Portfolio Management, Risk Management, Credit Risk, Capital Markets, Credit Analysis.

Who are Erica Li's colleagues?

Erica Li's colleagues are Annemarie Barhitte, Krishnamurthy Ramasamy, Chanda Rana Khadka, Nancy Naddy, Kevin Tran, Shilpa R, Susan Savage.

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