Shuda Li Email & Phone Number

United States

Lead financial strategy, growth, and improvement initiatives through fact-based analysis. Lead and coordinate financial planning, multi-year financial modeling, and risk management. Develop, define, and report on performance metrics that can support organization-wide decision making.

Bethesda, Maryland, United States

Oversee financial planning and analysis of the Global Infectious Diseases department, which encompasses projects in clinical research and PEPFAR. Lead development and management of complex financial models and data analysis to support data-driven decisions.

Bethesda, Maryland, United States

• Manage and oversee grants administration and compliance, financial monitoring, analysis, budgeting, cash reporting, revenue collection, indirect cost analysis, and development of financial policies and procedures.• Lead short-term and long-term planning of the HIV Research portfolio to ensure that funds are planned and executed in compliance with US government regulations, HJF regulations, and program activities and priorities.

Washington D.C. Metro Area

Freelance Consultant, December 2009 - December 2017• Conduct statistical, econometric, and financial analyses to inform strategic planning processes of cultural institutions and non-profit organizations.• Develop and build analytical models to forecast the performance of museums and non-profit organizations.• Created models to forecast the revenues, attendance, and expenses at museums under alternative scenarios. The models allow inputs for up to 150 variables and produce profit and loss statements that integrate various scenarios through time. The models also compute performance ratios to benchmark outcomes against comparable institutions.

Manager, Finance and Contracts, Jan 2017 - Dec 2018Senior Contracts and Financial Analyst, Jan 2015 – Dec 2016Contracts and Financial Analyst, May 2015 – Dec 2015Contracts Analyst, Nov 2013 – May 2015• Work with Senior Management, Resource Development, and Accounting to propose and implement strategies for donor spending, long term planning, and cash flow.• Maintain multi-year financial models for expenditure projections, donor mapping, gap, and cash flow.• Work with Resource Development to create budgets and financial reports for donor deliverables.• Manage the development, preparation, and administration of the organizational operating budget.• Oversee procurement and contracting, ensuring that policies and procedures are compliant with donor requirements (e.g. European governments, U.S. government 2 CFR Part 200) and GXP quality guidelines and regulations.• Prepare presentations and reports for the Board of Directors.

Washington D.C. Metro Area

• Analyzed key developments in the global economy, including macroeconomic developments and trends in mature and emerging financial markets.• Prepared official materials for sessions such as the IMF and World Bank Annual Meetings, IMF Executive Board Sessions on World Economic and Market Developments, and various meetings of groups such as the G-7 and G-20.• Monitored and analyzed commodities market developments, including global oil markets. Created reports on future oil prices that are shared with the U.S. Treasury.• Participated in policy-oriented research and team discussions that shaped the IMF’s policy recommendations to several countries, including India, Sri Lanka, Malaysia, and Singapore.

New York, Ny

• Developed, prepared, and managed a global annual operating budget of $300+ million by working with the IRC Budgeting Unit and various finance managers from 30+ overseas offices and 10+ U.S. Offices. Responsibilities included updating the operating budget semi-annually by working with international and domestic finance managers and analyzing large variances in budget reforecasts to determine whether changes to the budget are in line with expected actual expenses.• Monitored and approved daily revenue from fundraising to ensure that revenue is coded in accordance to IRC’s internal controls. Reconciled fundraising records with accounting records.

New York, Ny

• Successfully maintained, reviewed, and consolidated 56 budget preparation templates to create the annual budget as part of the 2012 budget development process.• Maintained the annual budget by processing budget shifts and by creating and distributing bi-weekly budget reports.• Spearheaded a project that standardized cost measurements of laboratory tests at various international sites. Used financial modeling and statistical methods to analyze cost trends and made recommendations on efficient and cost effective practices.• Collaborated with grant managers to create financial reports for donor reporting.• Created VBA programs that increased efficiency by automating several steps in standard budgeting processes.

New York, Ny

• Designed and created the organization’s first financial model that projects budget deficits in a pivot table format to show deficits by various regions of work, projects, and funding scenarios. The model is used in strategic planning and donor targeting for fundraising.• Partnered with Controllership to build a model for the CFO that allows high frequency monitoring and projections of cash flows.• Built the organization’s first model to track actual expenses funded by restricted grants. The model compares budget targets with outturns and informs grant compliance.• Created VBA programs that increased efficiency by automating several steps in standard budgeting processes.• Received an organization spotlight award for creating innovative financial models that have improved budgeting and planning processes.

Washington D.C. Metro Area

• Assisted economists working in the Asia and Pacific Department with econometric analysis, data gathering and management, and accounting and financial reports. • Participated in policy-oriented research and team discussions that shaped the IMF’s policy recommendations to several countries.• Co-authored a paper to evaluate econometrically the effectiveness of Sri Lanka’s monetary intervention in limiting exchange rate volatility.• Received an award for designing and creating the IMF’s first VBA program in Excel that automatically formats multiple charts at once. The program is now used throughout the organization.

Master Of Business Administration (Mba)

Master Of Science (Ms), Finance

Bachelors Of Science, Mathematics / Statistics

Bachelors Of Arts, Piano Performance