苏埃伦, 金融 Expert in Park City, UT, United States
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苏埃伦

验证专家  in 金融

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位置
Park City, UT, United States
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
导演 of Financial Trading
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), Business Analysis, 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: Currency Exchange, Trading, 衍生品, 固定收益

导演 of Financial Trading

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: Hedging, 外汇交易, Trading, 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: Trading, 固定收益, Investment Decision-making

夏天把

1996 - 1996
雷曼兄弟(Lehman Brothers)
  • Worked on fixed-income derivatives and equity proprietary-交易 desks.
Focus areas: Trading, Equity, Fixed-income 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: Quantitative 研究, Trading, 固定收益, Risk Management, Hedging, SQL
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出版

探索Excel的Get功能 & 转换功能

http://8543.3600151.com/finance/excel-experts/excel-get-and-transform
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出版

力量主 for Excel Tutorial: Top Use Cases and Examples

http://8543.3600151.com/finance/excel-experts/powerpivot-for-excel-use-cases-and-tutorial
1997 - 2000

Chartered Financial Analyst (CFA) in Financial Analysis

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

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