Wei Wan Email & Phone Number

Greater New York City Area

Promoted to Senior Finance Manager and partnered with the global head of Financial Services Ratings to achieve the business unit’s profit goal with responsibility for all aspects of financial management:• Developed annual budget for U.S. Financial Services Ratings and consolidated it for the global business unit, inclusive of revenue, expense, capital expenditure, and headcount, with assessment of business environment and risk/opportunity factors that would impact the financials;• Managed the monthly close, estimate, and quarterly business review process and provided financial reports and forecasts with variance analysis;• Performed in-depth revenue analysis to measure drivers of revenue growth and to interpret revenue results in relation to market volume;• Acted on the insights of deal trending and assessment of market conditions to prepare revenue flashes and develop risk-based revenue forecasts;• Worked with sales team using scenario analysis on fee strategies for frequent issuers that would maximize revenue potential;• Improved financial process efficiency by facilitating the implementations of new financial analysis tool TM1 and new general ledger system Oracle EBS, and developing various value-added analysis reports using TM1 and data warehouse tools BusinessObjects/Microstrategy;• Oversaw the work of three individuals on fee management, expense control, and balanced sheet reconciliation and trained staff members to use system tools efficiently;• Implemented internal controls pertaining to the business unit with quarterly review of the control effectiveness.

Greater New York City Area

Joined the Segment Finance team as a Senior Financial Analyst with responsibility for coordinating and consolidating company level financial planning and analysis. This included developing annual Medium Range Plan with detailed budget for BAU and initiatives, supporting financial analysis and business environment assessment, and presentations to Corporate CFO and Board of Directors, managing monthly close and estimate process to produce P&L reports with variance analysis at company consolidated as well as business unit and regional levels, preparing quarterly financial review packages for Corporate executives, Investor Relations, and independent auditor, and providing financial analysis and answers to assist in the preparation for Analyst Q&A’s and for the MD&A section of SEC filings 10Q and 10K. Acted as DBA of the financial reporting and planning tool OFA to conduct user side maintenance to ensure system functionality and data integrity including design and implementation of structural changes to better serve management needs.

Wilson, North Carolina

Worked as a Finance Summer Intern in 1996 and joined the global wool and leaf tobacco merchant as a Financial Analyst upon MBA graduation. Worked with VP Finance in coordinating and consolidating the tobacco division’s strategic plan, annual budget, and quarterly P&L estimation, monitoring and analyzing the division’s financial performance with variance explanations, and preparing ad hoc financial reports and analyses for corporate executives and outsider stakeholders. Assisted Corporate Controller in group consolidation and SEC reporting. Assisted Corporate Treasurer in cash flow projection with focus on inventory and receivables control. Gained experience in financial modeling through developing internal financial analysis including pro forma P&L and cash flow statements of proposed mergers and acquisitions, major capital expenditures, special growth and divesture projects.

Mba, Finance

Bachelor Of Science (Bs), Management Information Systems