Ya Dai, Ph.D., Cfa Email and Phone Number

Teaching:- Financial Management and Valuation (MBA course)- Financial management- Financial Statement Analysis and Valuation Services:- serve in various committees (Dean's advisory committee, scholarship committee, faculty and director search committees)Research areas- Capital structure, socially responsible investing, fintech, etc.

- Teach online course "Analysis of Financial Statements and Security Valuation" - Conduct finance research - Serve in faculty senate

Courses taught: - Analysis of Financial Statements & Security Valuation ( both in-class and online) - Corporate Finance (MBA) - Strategic Finance (MBA)Services: - Co-chair of Finance Faculty Search Committee - Member of International Business Committee - Faculty SenatorResearch - Minority buyouts - Capital Structure

Led a team of talented Decision Science Analysts and Business Strategy Analyitcs Consultants supporting senior management and the Board of Directors decision makings:• Liquidity risk management and capital management• M&A valuation and pre and post deals analysis• Assets Valuation• Marketing strategies (Customer segment analysis)• Report Automation. Impact of COVID-19 on consumer behaviors including spending, savings, borrowing, delinquency, driving, etc...

Worked on special projects e.g., M&A valuation

-Provided actionable insights on strategic financial decisions through quantitative analysis, e.g., . Capital Budgeting & M&A Valuation . Banking and insurance product offerings & Customer Life Time Value (CLTV) . Event study on impact of company policy changes . Capital management and liquidity risk management . Operational loss modeling under AMA using Loss Distribution Approach (LDA) . Quantitative risk analysis: time series forecasting (UCM, ARMA, GARCH), index building, risk appetite setting, etc . Risk scenarios analysis (e.g., IT Application, Reputation risk of data breach) . Risk oversight & RCSA (AML and KYC, Enterprise Strategy and Planning, Product Innovation)

Taught finance courses:-Princinples of Corporate Finance-Computer Modeling of Financial Applications

-Conducted research on asset liability management (ALM), minority buyouts, and capital structure decisions of public companies-Taught finance courses

-Research on companies subject to litigations-Statistical analysis on residential mortgage-backed securities (RMBS) Project prepayment rates, default rates, and cash flows of RMBS Value RMBS (comparable security analysis and the discounted cash flow method)-Select statistically valid samples and extrapolate re-underwriting/due diligence results to population ( bootstrap simulations etc.)-Other quantitative risk models (loss severity, default, etc.)-Model validation (models related to credit default probability, i.e. Survival analysis, Logistic regression and propensity score matching)-Write rebuttal reports to RMBS underwriters' due diligence expert report, and rebuttal responses to sampling& extrapolation

-Audited the bank's asset Liability management (ALM) / Interest rate risk management (IRR) and liquidity risk management , Enterprise risk management, Investment portfolio, retail investment services, call reports& Y9, finanical reporting, Credit risk ( Loan portfolio and Allowance for loan loss).Compliance review (BSA, AML, and SOX)

• Led a team of sales reps, technical supporting, and admin • Hired and trained employees for the local office• Collected and analyzed market information and proposed marketing strategies• Significantly increased market share of the company’s products