Candidate Name
Director of Financial Planning & Analysis | Strategic Financial Leadership | Budgeting & Forecasting | Financial Modeling | Risk Management | Cross-Functional Collaboration | Process Automation
San Francisco, US.About
Highly accomplished Director of Financial Planning & Analysis with 20 years of progressive experience in strategic financial leadership, budgeting, and forecasting across diverse industries including asset management, retail banking, and real estate investment. Proven expertise in developing robust financial models, optimizing asset allocation, and driving significant cost reductions and revenue growth, consistently delivering measurable business impact. Adept at leading high-performing teams, implementing advanced financial systems, and collaborating with executive leadership to champion financial discipline, enhance compliance, and inform critical capital deployment decisions.
Work
Greystone & Co., Inc.
|Director of Financial Planning & Analysis
San Francisco, California, US
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Summary
Directed financial strategy, forecasting, and budgeting for a leading real estate investment firm, driving strategic initiatives and enhancing decision-making efficiency.
Highlights
Directed comprehensive financial strategy, forecasting, and budgeting for a leading real estate investment firm with over $3B in assets under management.
Collaborated with executive leadership to support and execute mergers, acquisitions, and strategic capital deployment initiatives valued at over $500M.
Led the successful implementation of advanced financial systems and interactive dashboards, significantly improving decision-making efficiency and visibility across the organization.
Wells Fargo
|Senior Finance Manager
San Francisco, California, US
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Summary
Oversaw comprehensive financial planning and analysis for multiple banking divisions, ensuring robust financial controls and process automation.
Highlights
Oversaw financial planning and analysis across multiple banking divisions, managing a portfolio totaling over $5B in assets.
Developed and enforced enhanced financial controls and compliance frameworks, significantly reducing audit findings by 25%.
Spearheaded the automation of critical reporting processes, cutting the monthly close cycle by 30% and vastly improving data reliability.
Wells Fargo
|Finance Manager
San Francisco, California, US
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Summary
Managed budgeting, forecasting, and financial planning for retail banking operations, leading a team of analysts and driving cost optimization.
Highlights
Managed comprehensive budgeting, forecasting, and financial planning for retail banking operations, overseeing annual revenues exceeding $2B.
Supervised a high-performing team of 8 financial analysts, ensuring timely and accurate financial reporting aligned with corporate goals.
Partnered with business units to implement strategic cost optimization initiatives, achieving a 7% reduction in operational expenses.
Western Asset Management Company
|Senior Financial Analyst
San Francisco, California, US
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Summary
Led complex financial modeling and scenario analysis, optimizing asset allocation strategies and delivering strategic insights to senior management.
Highlights
Led complex financial modeling and scenario analysis projects, optimizing asset allocation strategies that contributed to 10% annual portfolio growth for $1B+ in managed assets.
Delivered actionable strategic insights to senior management on market trends and risk exposures, directly influencing key investment decisions.
Mentored and developed junior analysts, improving overall team efficiency by streamlining workflow processes and reporting cycles.
Western Asset Management Company
|Financial Analyst
San Francisco, California, US
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Summary
Conducted financial analyses and portfolio performance assessments for mid-market clients, developing robust models and improving reporting accuracy.
Highlights
Conducted comprehensive financial analyses and portfolio performance assessments for mid-market clients, contributing to the effective management of over $500M in assets.
Developed and maintained robust financial models, reducing forecasting errors by 15% and supporting critical investment and risk management decisions.
Collaborated with portfolio managers and cross-functional teams, enhancing reporting accuracy and accelerating client response times.
Education
San Francisco State University
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Master of Science
Finance
Courses
Corporate Finance
Financial Modeling
Portfolio Management
Risk Management
Financial Statement Analysis
University of International Business and Economics, Beijing
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Bachelor of Economics
Finance & Accounting
Courses
Financial Accounting
Corporate Finance
Investment Analysis
Auditing
Monetary Economics
Languages
English
Mandarin
Skills
Financial Planning & Analysis
Budgeting, Forecasting, Financial Modeling, Scenario Analysis, Performance Management, Strategic Financial Leadership.
Financial Management
Asset Management, Portfolio Management, Risk Management, Investment Analysis, Capital Deployment, Financial Controls.
Business Operations
Cost Optimization, Operational Efficiency, Process Automation, Financial Reporting, Compliance Frameworks, Audit Reduction.
Leadership & Collaboration
Team Leadership, Cross-Functional Collaboration, Executive Collaboration, Strategic Decision-Making, Mentorship, Stakeholder Management.
Technical Skills
Financial Systems Implementation, Data Analysis, Dashboard Development, Financial Statement Analysis.