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Phil Wu is currently working in the Assurance-Digital Transformation department, focusing on data analysis, data visualization, model building, development and maintenance of robotic process automation (RPA) projects, as well as engages in OCR recognition, verification code identification and other related technology studies.
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ManagerDeloitteShanghai, Shanghai, China -
Data AnalystDeloitte Jan 2016 - PresentRPA - Participated in digital transformation projects initiated by client's finance department, and developed robots for various financial automation processing, including online banking balance adjustment process, automatic bookkeeping of salary template, VAT invoice verification, multiple financial statements automation, revenue-costing reconciliation automation, and purchase order-invoice-delivery note matching process.Data Modeling - Applied UiPath-based robotic computing and SQL-based data warehousing to analyze complicated source data regarding the customer's monthly income and cost statements, and established Tableau-based data visualization models, providing a logical indication for the customer's business analysis, according to the established full-dimension revenue-cost matching results approached by the robotic processing. Optical Character Recognition - Created, tested, and consistently optimized OCR recognition modules, and utilized RPA tools to invoke the identified results.Machine Learning - Based on the daily business data of all client's retailing stores, built up clustering models modeled by SAS Enterprise Miner, including decision tree, neural network, regression analysis, proximity algorithm, etc., and established weight-dimension formula calculated by the model to predict incoming revenue stream of the current year. The revenue spread in turn screens out the target stores to conduct a further audit. -
Global Financial Research AssociateCapvision Oct 2014 - Dec 2015Shanghai City, China• Hands-on experience in primary market research (via Capvision expert pool) and capital market search (via Bloomberg and Wind Terminals), portfolio monitoring to track the target company’s performance, pre-investment due diligence service for esteemed clients, customized corporate access tours organization, and in-depth quantitative/statistical analysis of general market trends• Managed and developed Capvision Benchmark led by COO directly, based on complex excel-based financial models• Guided Junior analysts/Interns to proceed data collections & reorganizations for Custom-Adhoc reports of large publicly-traded companies operating in mainland China • Actively initiated innovative business proposals to facilitate executive-level decision making -
Business ConsultantNarvalous Inc. Oct 2013 - Aug 2014Palo Alto, California• Practiced clarifying business requirements, performed gap analysis between goals and existing procedures/skill sets, and designing process and system improvements to increase productivity and reduce costs• Possessed expertise with MS Excel, Access, and a broad range of statistical software to provide robust modeling for company financial forecasting and product potential users projection • Provided superior administrative support to CEO including Ads management (Facebook), search engine optimization (XGame Portal), accounting, marketing plan development and customer relationship management • Developed strengths in work diligence, dedication, multi-tasking skills, and professionalized understandings about browser gaming and the social network industry -
Acquisition And Financial Modeling - InternLombardia Advisors Apr 2013 - Oct 2013Dallas/Fort Worth Area• Worked closely with U.S.-based Private Equity company for analysis of targeted acquisition/investment of Oil and Gas related assets • Analysis of revenue creation via CAPEX, earnings potential, expense ratio, depreciation and potential anomalies/inconsistencies of financials• Assisted in creating acquisition/financial models (via DCF, LBO, and EV/EBITDA etc.) for Oil and Gas related assets (over $40million invested capital project)• Oversaw, modified and executed the strategies in opportunistic investments with excellent mathematic and quantitative analyzing skills
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Mba StudentUniversity Of Texas At Dallas Aug 2010 - May 2013Richardson, Texas• Built and monitored financial projection analyses to estimate potential acquisitions for C&J Energy Services, Inc. (CJES) and Celanese Corporation (NYSE:CE) by applying Discounted Cash Flow, Comparable Company Multiple, Transaction Multiple and Leveraged Buyout models• Capsim Business Simulations; Foundation Business Simulation, Capstone Business Simulation, and Comp-XM• Developed expertise in Business Intelligence analysis by leading a data mining project to analyze consumption patterns of Southwest Airlines (NYSE:LUV) -
Financial AdvisorHongkong Yixin International Asset Management Co., Aug 2009 - Jul 2010Singapore• Utilized Forex to simulate and operate stocks, futures and options exchange with $1 million portfolio value• Facilitated and conducted meetings with potential investors and assisted director in the investment recommendation • Brief knowledge on bid-ask spreads as well as various financial products including hedge funds, derivatives and currency exchanges
Phil Wu Skills
Phil Wu Education Details
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3.9 Gpa In Core Coursework -
Finance And Economic
Frequently Asked Questions about Phil Wu
What company does Phil Wu work for?
Phil Wu works for Deloitte
What is Phil Wu's role at the current company?
Phil Wu's current role is Manager.
What is Phil Wu's email address?
Phil Wu's email address is ph****@****ail.com
What schools did Phil Wu attend?
Phil Wu attended The University Of Texas At Dallas, Royal Melbourne Institute Of Technology.
What skills is Phil Wu known for?
Phil Wu has skills like Financial Analysis, Corporate Finance, Capital Iq, Access, International Marketing, Public Speaking, Mandarin, Financial Modeling, Valuation, Portfolio Management, Financial Management Services, Investment Banking.
Who are Phil Wu's colleagues?
Phil Wu's colleagues are Summer Zhang, Shane Basen, Nisha Gurung, Maria Fernanda Hernández Sánchez, Arushi Seth, Feyruz Kamilov, Anisha Maheswari.
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