Junyi Bu Email & Phone Number

Los Angeles, Ca, Us

Los Angeles Metropolitan Area

Los Angeles, California, United States

• Data cleaning, transformation, reconciliation, and exploration analysis.• Methodology selection (linear/logistic/time series regression, proportional hazards models, machine learning, etc.).• Support forecasting model development (estimation, assumption tests, performance tests, sensitivity analysis, etc.) to aid bank operations.• Analyze and interpret large data sets, identify insights, and synthesize how these insights impact business decisions.• Coordinate with model risk management team to perform validation activities.• Assist with model and data analysis output report and documentation.• Model and data management.

Los Angeles, California, United States

• Support the FP&A Team and managers to manage software and system to enhance an organizational profitability analysis and financial budget process• Support the FP&A Team and managers to develop financial projections (annual / monthly / ad-hoc as needed), including but not limited to:o Create dynamic / rolling 1 year forecastso Create BTA analysis and variance explains for CFO and recalibrate dynamic budget projectionso Document business assumptions for financial projections• Support in the creation of reports in the form of PPT decks for CFO, executives and board• Analyze market trends and perform ad hoc analytics to help the Senior Management Team make informed financial decisions;• Provide support for capital planning• Provide support in other modeling areas related to Finance and FP&A as needed

California, United States

• Generated revenues, researched billing, and invoice problems to resolve issues in compliance with established standards.• Assisted manager with month-end closing processes that included roll forwards for external customer receivables, payments to open receivables, cash reconciliations, and deferred revenue account maintenance.• Delivered monthly and quarterly reports to company leaders focusing on financial accounting, cost accounting, and sales data to guarantee that organizational objectives aligned with daily operations management, through QuickBooks.• Complied with all established policies and performed bank reconciliations, accounts payable/receivable, invoicing, billing, collections, yearly balance records, vendor payments, and profit and loss statements for 20+ clients.

Irvine, California, United States

• Collected data and developed detailed spreadsheets/financial modelings (CDF, LBO), to identify trends and create revenue, profitability, and expense forecasts, and analyze revenue variance, business pipeline and industry trends.• Performed customer segmentation research, leveraging analytics to improve marketing campaign targeting, as well as assessing dealing with difficulties to identify possible corrective strategies based on financial and operational data.• Evaluated competitor data and statistics to develop business investment strategy and drive growth.

Shanghai, China

• Industry Research and Evaluation: Focused on retail and textile industry, collected public information from annual reports, announcements etc. used CDF, M&A and LBO methods to evaluate the company’s stock, structured logical diagrams with Excel and PowerPoint to find trends for predicting the market performance of the company or the whole industry, based on which to make some strategies for investing, like buying or selling. Drew nearly 100 charts or in one day.• On-site Inspections: Visited the company’s business and production sites, learnt about the company’s culture, participated in investor seminars, raised questions about the company’s development status and prospects based on information that is not fully disclosed in the market, and figured out the company’s Future strategic layout, looked for important investment nodes. Participated in seminars or online conferences of DAZZLE, SEMIR, Jahwa, Chow Taiseng etc.• Reports Writing: Wrote daily industry reports and in-depth reports of Bloomage Biotechnology(688363.SH), MARUBI(603983.SH) etc. and the reading volume of each reports reached 2,000 on WIND, ranking in the top ten on each list. More specific, MARUBI(603983.SH) rose 15% in the week after the report was released.

Shanghai, China

• Performed analysis of companies through a combination of quantitative (financial statements) and qualitative (industry news, industry expert interviews) research, streamlined research processes to meet tight deadlines for multiple projects, and analyzed statistical data using modern and traditional methods, and each report reached a volume of 2000 on WIND.• Built valuation models based on comparable company analysis to forecast revenue, earnings, and company cash flows to determine the true worth of company stock.

Nanjing, Jiangsu, China

Prepared company marketing and transaction materials for regulatory requirements for different exchanges, along with a review of materials by other team members, and assessed client bond issuer financial statements to determine eligibility for issuing bonds and achieved 200 million CNY daily sales.• Filing: Wrote due diligence reports and other files for issuing bonds for more than 15 companies, reviewed and modified the primary documents submitted by other interns, followed up the approval of files with bond exchanges and law firms.• Execution: Issued bonds more than 20 times, the maximum daily sales reached 200 million CNY.• Leadership: Managed 15 interns of the company, arranged their daily work according to their specialties and projects' needs.• Project Management: Served as the project manager, discussed the bond rate, face value, maturity, value date and other issuance requirements with the new bond issuer, developed marketing plan, wrote and submitted all the required materials and made it approved, issued the bond in Dec.2018 and reached 100 million CNY when I left the company.

Nanjing, Jiangsu, China

• Marketing Promotion: Coordinated with the partner banks and shopping malls to promote the company’s APP, discussed promotion price, partly designed and placed advertisement. The number of users increased by 300 within a week.• Data Compilation: Read plenty of research reports and used excel to reorganize information for investment advisor.

Master Of Science - Ms, Financial Engineering, 3.727

Activities and Societies: TA of FBE555, Marshall, in 2020 Fall During my graduate study, I made further study in Mathematics and Tools.

Bachelor'S Degree, Financial Engineering, 4.4/5.0

Activities and Societies: Office Director of Students’ Union, Business School of NJU; Member of 'Passion' Street Dance Club; Member.