Yun Gu, Mba Email & Phone Number

Princeton, NJ, US

Princeton, NJ, US

Princeton, NJ, US

Princeton, NJ, US

• Prepare monthly financial reports; conduct research and explain major variance; analyze financial metrics and KPIs, evaluate business performance and provide recommendations.
• Collaborate with various business units’ requests for CAPEX projects and conduct related ROI analysis; prepare application for senior management to approve.
• Provide quarterly expense control analysis; monitor actual expenses against plan assumptions by countries; inform country managers when actual spending was significantly ahead of the plan.

Caracas, Miranda, VE

• Conduct profitability review by regions and segments; identify revenue and profit margin trends for different lines of business.
• Develop overhead reduction analysis through identifying the trends and drivers behind various expenses.
• Participate in language center innovation projects. Analyze average revenue per lesson and average cost per lesson; identify underperformed centers and provide senior management with recommendations.

Zurich, CH

• Supported the key finance functions of the Global Investment Banking Group, including financial reporting, budgeting, forecasting and strategic business planning.
• Built financial models to monitor key metrics such as Economic Profit, Capital Charges and Return on Hybrid Capital in quarterly/yearly forecasting and budgeting process.
• Effectively completed strategic business planning process for the Investment Banking Group; prepared presentation materials for Board of Director meetings.
• Streamlined the budgeting process through cutting unnecessary steps, setting up automatic data retrieving program and establishing uninterrupted information flow.
• Collaborated with front office, shared service, expense management team, and senior management; demonstrated excellent interpersonal and customer relations skills.

Zurich, CH

Atlanta, Georgia, US

• Produced weekly FLASH reports on actual financials and compared actual results with budget.
• Created financial models to simulate the cash flows and calculate the NPV and ROI of marketing five different new products, which generated annual revenue of eight millions.
• Created templates to allocate profits & losses between business units; prepared monthly and quarterly financial reports to monitor the profitability of each line of business.
• Coordinated and assembled information to set up financial modules and build annual business plan.
• Coordinated with IT department to automate various Excel-based reports.
• Assembled data and built profitability models to analyze the growth opportunities by market segment; recommended action plans to improve profit margins.

US

• Created annual revenue budget templates to track base business, base expansion, and new business.
• Prepared various monthly management reports to compare actual financial results with business plan; analyzed and identified main drivers of any significant variance; designed cost reduction strategies.
• Participated in monthly closing; reconciled balance accounts with allocated branch split P&L reports.
• Conducted special projects and analyses in response to senior management’s requests.
• Coordinated with different groups within the company to produce client profitability reports.