Joseph Fan Email & Phone Number

CA

• Performed complex data analysis/due diligence for executive leadership to drive strategic decisions
• Re-engineered AMS budget logic to build comprehensive AMS business unit budgets ($15+ million per year)
• Performed non-labor expense due diligence to optimize operating expenses across multiple business units
• Created a staffing model for the BPaaS business unit as an organizational structure tool for service line leaders
• Conducted budget investment opportunity discussions with… Show more Performed complex data analysis/due diligence for executive leadership to drive strategic decisions
• Conducted budget investment opportunity discussions with executive leadership and operating team members by communicating the pros and cons of investment profitability based on labor efficiency and pricing trends

CA

Store location optimization for a Fortune 20 telecom giant.Provided analytical support for its growth strategy to open 3,000 stores in the US- Used APIs to extract Census and Google location data around client stores- Build linear regression models of store performance using data extracted via APIs- Tools used: R, Alteryx, Statistica, Knime

CA

• Created and implemented a process to transfer Microsoft Excel data to a Salesforce database to optimize portfolio companies’ management, tracking, and analysis of royalty revenue from various E&P clients
• Performed acquisition/divestiture due diligence on oil and gas assets for 15+ portfolio companies
• Contributed to strategic decision making for Mineral Fund clients by reviewing and comparing type curves and production data for the country’s most prolific shale plays, including:… Show more
• Contributed to strategic decision making for Mineral Fund clients by reviewing and comparing type curves and production data for the country’s most prolific shale plays, including: Delaware, Permian, Midland, SCOOP.
• Served as part of a cross-functional management team responsible for modeling potential divestiture scenarios
• Created an onboarding program for new hires in the Land/Revenue Analysis department and served as a mentor to establish process improvements and optimize training through best practices Show less

CA

• Served as Finance SME on data transformation project to convert OSV AMS practice to CTSH CVS practice
• Performed monthly billing variance analysis for 800+ clients to optimize deal due diligence
• Streamlined update process for monthly executive presentations by linking visuals to Power Bi reports
• Redesigned CVS forecast model to improve forecast logic for monthly presentation to CTSH leadership
• Implemented improved hybrid forecast logic into existing Power Bi data model for… Show more Served as Finance SME on data transformation project to convert OSV AMS practice to CTSH CVS practice
• Implemented improved hybrid forecast logic into existing Power Bi data model for CVS business units

Master'S Degree, Corporate Finance

Bachelor Of International Finance