Xinyi Chen Email & Phone Number

St. Louis, Mo, Us

Columbia, Missouri, United States

• Delivered 3-year income statement analyses in Power BI, transforming 100,000+ data into insights by categorizing accounts, calculating NOI, and integrating actuals, budgets, variances, and projections to support strategic decision for seniors• Optimized production reporting for 20+ cancer treatment radioisotopes by developing real-time KPI dashboards with DAX, tracking key metrics like process times, production output, and delivery schedules with rolling averages and Gantt charts • Spearheaded automation of KPI dashboard updates with the IT team, developing SQL database solutions for real-time data refreshes and reducing manual workload by 10 hours per month for the production team• Streamlined revenue tracking and billing transparency for leadership, creating monthly billing spreadsheets for 20+ radioisotopes through the integration of the Reactor’s online system and IBM Cognos Analytics data• Led cost analysis initiatives to align reactor production costs with divisional expenses, facilitating budget adjustments, resource allocation, and expense management through collaborative review meetings• Accelerated fiscal workflow by processing 100+ reconciliations, non-PO vouchers, invoices, expense reports, and requisitions in PeopleSoft ERP, saving 20 hours per month for the fiscal team

Charlotte, North Carolina, United States

• Assessed 500+ investors in energy, clean tech, and materials industries via Crunchbase and Wefunder, creating a database of potential contacts to support Margik’s North American operations and strategic growth initiatives• Enhanced sales forecasting accuracy by applying ARIMA models to analyze over 20,000 data records in R-studio, identifying monthly OLEDs sales trends and price elasticity for future revenue projections• Segmented high-potential investor groups for Margik's OLED production through cluster analysis, optimizing outreach strategies and aligning investment targeting with Margik’s operational priorities

• Appraised a chemical securities company to be $527M using an asset based approach; developed the asset valuation report and presented it to the strategic team• Built Discounted Cash Flow (DCF) models using S&P Capital IQ’s data to perform financial analyses on 5+ industries, calculating NPV to assess investment profitability and making recommendations for a 10% growth over 10 years• Enhanced EBITDA and operational efficiency for EY’s Iron & Steel sector, delivering strategic recommendations to seniors

Shanghai, China

• Identified 200+ high-risk clients by querying, reconciling inbound payment status, and regularly tracking real estate and consumer loan repayments of non-performing clients in the hub system• Monitored risks for 35+ clients and identified their financial risk exposure; devised control strategies to reduce VaR by 10%• Assessed legal case materials, such as loan contracts, application forms, and ID cards for high risk clients, and participated full cycle of late debts recovering and legal process with the credit control team

Shanghai, China

• Collected various complaints on the underwriting process, after-sales service, and product design• Formulated plans for high risk customers with more value-added services, such as green pass for critical illness, advance payment for hospitalization, and specific health records for customers• Designed two specific optimization solutions that could be achieved shortly for high risk clients, received a high customer satisfaction, and enabled them to stay with this company

Shanghai, China

• Prepared financial reports by conducting variance analysis on 10+ banking annual reports, examining deviations between actual and budgeted figures, and identifying key financial trends to deliver profitable insights• Corrected Finance department errors by reconciling 20+ bank statements to ensure ERP records matched actual transactions

Master Of Science - Ms, Finance

Activities and Societies: Member of Olin Finance Club, Member of Wealth and Asset Management Club

Bachelor Of Arts - Ba, Economics, Gpa: 3.56/4.0; Cum Laude

Activities and Societies: Cheerleader of Gettysburg College Cheerleading Squad, Food Server in The Dive, Member in GET Innovative Program.