Timothy Yu Email & Phone Number

Los Angeles, Ca, Us

LAUNCH Business MBA Rotational Program - Finance- Revenue Finance FP&A- Internal Audit

Additional duties include:- Improving process efficiency and automation through designing dashboards and reporting modules for various departments: Audit, Compliance, IT, etc.- Managing the records database and reporting of critical risks and issues bank wide as the GRC system administrator

Greater Los Angeles Area

- Responsible as part of the Enterprise Risk Management team for analyzing, monitoring, and reporting on risk assessments and the risk-control database. - Support the Model Risk Management Unit in financial model interpretation, evaluation, and documentation.

Pasadena

- Assist clients adopt, transform, and scale their business with Agile Development methodologies in a project managerial-like role through superior implementation, delivery and management of technology solutions- Maintain strong communication and involvement throughout the project life cycle, responsibilities including: resource planning and cost allocation, logistics and budget management, expense and pricing negotiations, and contract adjustment/creation

Arcadia, Ca

- Appointed as the regional team’s Investment Tools Specialist to support the regional team in financial planning and investment management strategies toward improving the team’s overall performance metrics. Assisted in team workshops and weekly calls to share capital markets and equities research analysis.- Consistently ranked top 15% nationally annually and was invited to the 2014 investment summit for top financial planners.- Developed strategic partnerships with various business units and led volunteer activities within the bank’s nationwide program as the regional volunteer champion.

San Marino, Ca

- Computed various excel forecasting and reporting models for income and cash flow statements across multiple business entities- Supervised and restructured administrative staff’s responsibilities as the de-factor office manager, reducing inefficiencies and labor wages paid by 26%- Collaborated with legal to renegotiate financing agreements and reduce debt levels by $230k through balance sheet consolidation

Greater San Diego Area

- Set up a Microsoft Access database to track and manage the sales cycle process for prospective clients of office representatives- Organized proposal presentations for client strategies on portfolio diversification and management

Master Of Business Administration - Mba, Fully Employed Program

Activities and Societies: Anderson Student Asset Management (ASAM) - VP Finance 2020 Investment Finance Association (IFA) Strategy.

Bachelor’S Degree, Management Science

Minor in Chinese Studies