苏埃伦, 金融 Expert in 帕克城，犹他州，美国
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苏埃伦

验证专家  in 金融

欧博体育app下载专家

位置
帕克城，犹他州，美国
至今成员总数
2016年9月20日

艾伦 specializes in answering her clients' complex financial and analytical questions with innovative techniques. She is excited to bring to Toptal clients a vast set of tools to employ on analytical projects. Her unique talent is a seamless combination of data sourcing, 编程, 财务分析, 故事板, 和可视化.

Excel专家金融建模财务规划 & 分析(FP&A)预算房地产衍生品能源行业专家估值市场研究固定收益外汇交易

职业生涯突出

主要顾问
帕克城市金融有限责任公司
金融交易总监
安然
投资组合经理
蒙德资本管理公司

教育强调

Chartered Financial Analyst (CFA)
Association for Investment Management and 研究
Master of Business Administration
Ross School of Business, University of Michigan
学士学位
Wharton School of Business, University of Pennsylvania

认证了

机器学习
Stanford University | via Coursera

案例研究

工作经验

主要顾问

2011年至今
帕克城市金融有限责任公司
  • Constructed a custom budget model for a multi-billion-dolllar real estate portfolio. The model generated fullly custom financial statements for each individual property that then rolled up into regions and corporate.
  • Built extensive retail models for an 电子商务 business to analyze sales over a wide variety of SKUs and wholesale partners. Created custom metrics to monitor for opportunities to expand the assortment at various retailers.
  • Tightly integrated the data warehouse with analytical tools with SQL, PowerPivot, and Power BI.
  • Created pro-forma financial statements for a pre-revenue company that included debt convenants and headcount detail.
Focus areas: 财务规划 & 分析(FP&A), 业务分析, 金融建模, 房地产, SQL, Python, Retail & 批发, 数据分析, Excel专家, 表, 电子商务, Key Performance Indicators (KPIs), 报告

导演

2002 - 2003
瑞银华宝能源
  • Set up and managed the interest-rate and foreign-currency hedging operation for the energy-交易 subsidiary of UBS Warburg.
Focus areas: 货币兑换, 交易, 衍生品, 固定收益

金融交易总监

2000 - 2002
安然
  • Structured and executed interest-rate swaps and swaptions on up to $750 million in notional principal, including amortizing structures.
  • Devised currency-hedging strategies for various internal and external exposure.
  • Managed a $2 billion Canadian fixed-income portfolio.
  • Traded US Treasury and Eurodollar futures as well as sovereign cash instruments.
  • Traded spot, forwards, and par forwards, in all major currencies.
Focus areas: 套期保值, 外汇交易, 交易, 衍生品, 固定收益

投资组合经理

1997 - 2000
蒙德资本管理公司
  • Managed over fifty institutional fixed-income portfolios.
  • Traded mortgage-backed securities, agency debentures, and U.S. 美国国债.
  • Designed and programmed a fixed-income 交易 application used by the entire fixed-income department for portfolio management, 交易, 贸易结算.
Focus areas: 交易, 固定收益, 投资决策

夏天把

1996 - 1996
雷曼兄弟(Lehman Brothers)
  • Worked on fixed-income derivatives and equity proprietary-交易 desks.
Focus areas: 交易, 股本, 固定收益衍生品

联系

1993 - 1995
安然
  • Managed all interest-rate and foreign-currency exposures for a $1 billion portfolio.
  • Developed and implemented exotic dual-commodity, path-dependent option models.
  • Valued asset acquisition and divestitures, including a $170-million physical-asset acquisition.
Focus areas: 定量研究, 交易, 固定收益, 风险管理, 套期保值, SQL
探索Excel的Get图像 & 转换功能 publication
出版

探索Excel的Get功能 & 转换功能

http://ihzamm.bodhranmakers.com/finance/excel-experts/excel-get-and-transform
Image of 力量主 for Excel Tutorial: Top Use Cases and Examples publication
出版

力量主 for Excel Tutorial: Top Use Cases and Examples

http://ihzamm.bodhranmakers.com/finance/excel-experts/powerpivot-for-excel-use-cases-and-tutorial
1997 - 2000

Chartered Financial Analyst (CFA) in 财务分析

Association for Investment Management and 研究 - Nationwide (USA)

1995 - 1997

Master of Business Administration in 金融 and Corporate Strategy

Ross School of Business, University of Michigan - Ann Arbor, Michigan

1989 - 1992

学士学位 in 金融 and Accounting

Wharton School of Business, University of Pennsylvania - Philadelphia, Pennsylvania

2016年2月至今

机器学习

Stanford University | via Coursera

金融

金融建模, 数据分析, 财务规划 & 分析(FP&A), 预算, 预估财务报表, 预测, 货币兑换, 外汇交易, 套期保值, 投资决策, 固定收益衍生品, 市场研究, 估值

输出的软件

Microsoft Excel, Microsoft PowerPoint

Data & 分析软件

SQL, 力量主, 表, Visual Basic, R

行业专业知识

Financial Services, Energy, 房地产, Retail & 批发

地理专业

美国

其他

指示板, 数据可视化, 数据分析, 能源行业专家, Excel专家, 财务分析, Key Performance Indicators (KPIs), 报告, 风险管理, 介绍表格, 预测建模, 衍生品, B2C, 电子商务, 业务分析, 固定收益, 交易, 股本, 定量研究, Microsoft Power BI, 建模, 机器学习, 数据科学, Python

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