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.
• 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;

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.

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.

Mba, Finance

Bachelor Of Science (Bs), Management Information Systems