Xueyang Wu
FP&A Specialist (Operations and Sales Support) @ REON Technology
United States
Waltham
Information Technology & Services
Cash Flow, Marketing, Financial Forecasting, Project Management, Investment Management, Accounting, Microsoft Outlook, Microsoft Excel, Research, Management, Customer Service, Microsoft Word, Digital Marketing, Salesforce.com, 金融, Market Research, Market Analysis, Go-to-Market Strategy, Financial Modeling, DCF 估值
Experience

FP&A Specialist Intern
Lowell, Massachusetts, United States
Build financial models to evaluate and inform project development, financing, investment, and sale opportunities for the company. Provide financial insights and support strategic decision-making for developing renewable energy projects. Collaborate with cross-functional teams to identify and evaluate potential deals and development opportunities. Work closely with engineers to optimize the design of solar projects from an economic perspective. Stay updated on industry trends, regulations, and financing opportunities in the renewable energy sector. Present information and reports to company leaders to help them make effective decisions.

Agent Assistant
Greater Boston
Researched and developed new clients and collaborators in financial planning and investments through online platforms and phone calls, resulting in 40+ new prospects and 5+ new collaborators to company Maintained and updated 200+ client files and databases confidentially using Salesforce, ensuring accuracy of client information, and expediting workflow by assisting consumers with form completion and review Prepared proposals for digital marketing initiatives, including producing promotional materials and writing articles about financial planning to engage prospects, contributing to at least one client seminar per month Managed and enhanced principal’s LinkedIn profile and company website, significantly increasing page views by 150%

Financial Analyst Intern (Brandeis Field Project)
Boston, Massachusetts, United States (Remote)
Conducted market research and create business plan with focus on foundational elements; forecasted potential product penetration and revenue for the business, refined the financial models and created an effective pitch deck for company Participated in weekly team meetings and presented progress updates to project partners for review and discussion

Finance Intern
Beijing, China
Managed post-investment activities for more than 20 projects, calculating financial ratios in Excel to evaluate the performance of subsidiaries and reporting results to department heads, significantly improving department efficiency Assumed responsibility for pasting, organizing, and filing accounting vouchers and receipts to support subsequent financial auditing processes and enhance departmental efficiency Reviewed information of subsidiaries and partner companies, such as business licenses and account opening permits, to ensure the accuracy and completeness; drafted pre-sale agreements and other documents; mailed important files

Leader of Publicity Department
Beijing, China
Organized 2018 freshman welcoming activities with over 300 students Shared more than 5 social media posts every month and operated official account of publicity department Managed recruiting events of publicity department, interviewed more than 10 candidates, and made posters and slides to promote awareness of department

Campus Partner
The Oriental Connect International Volunteer Association
Beijing, China
Advertised international volunteer projects such as Panda Breeding and Volunteer Teaching by writing articles and social media posts on WeChat using XiuMi (a layout software), resulting in 10% increase in student volunteers Organized two meetings per month with campus partner group on Tencent Meeting and delivered presentations to department head about work plan and market research to enhance publicity strategy and contents of projects
Education
Xueyang Wu's Contact Information
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