Xueyang Wu

Xueyang Wu

FP&A Specialist (Operations and Sales Support) @ REON Technology

Country

United States

City

Waltham

Industry

Information Technology & Services

Skill

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

REON Technology

FP&A Specialist (Operations and Sales Support)

REON Technology

LinkedIn
2024-6 - Present · 2 yrs 4 mos

Chelmsford, Massachusetts, United States

REON Technology

FP&A Specialist Intern

REON Technology

LinkedIn
2023-10 - 2024-5 · 8 mos

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.

Beta Gamma Sigma

Member

Beta Gamma Sigma

LinkedIn
2023-4 - Present · 3 yrs 6 mos
JW Insurance and Financial Services

Agent Assistant

JW Insurance and Financial Services

LinkedIn
2023-2 - 2023-9 · 8 mos

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%

HydroSpire Medical

Financial Analyst Intern (Brandeis Field Project)

HydroSpire Medical

LinkedIn
2022-6 - 2022-8 · 3 mos

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

Huayuan Property Co., Ltd.

Finance Intern

Huayuan Property Co., Ltd.

LinkedIn
2019-7 - 2019-8 · 2 mos

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

Beijing University of Technology

Leader of Publicity Department

Beijing University of Technology

LinkedIn
2017-9 - 2019-7 · 1 yr 11 mos

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

Beijing University of Technology

Leader of Photograph and Film Making Department

Beijing University of Technology

LinkedIn
2017-9 - 2018-8 · 1 yr

Beijing, China

Took photos and edited films documenting major events of college Interviewed dean to write a report Volunteered in St. Patrick's Day events and Irish Prime Minister Visiting Day

The Oriental Connect International Volunteer Association

Campus Partner

The Oriental Connect International Volunteer Association

2018-10 - 2019-6 · 9 mos

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

Brandeis University

Brandeis University

LinkedIn

Finance, General

2021-8 - 2023-2 · 1 yr 7 mos
University College Dublin

University College Dublin

LinkedIn

Financial Economics

2017-9 - 2021-7 · 3 yrs 11 mos
Beijing University of Technology

Beijing University of Technology

LinkedIn

Financial Economics

2017-9 - 2021-7 · 3 yrs 11 mos

Graduated from Beijing-Dublin International College of Beijing University of Technology with a dual degree in both Economics and Management.

Beijing University of Technology

Beijing University of Technology

LinkedIn

Management

2018-9 - 2021-9 · 3 yrs 1 mo

Dual Degree

Xueyang Wu's Contact Information

Email

******@***.com

Phone

(**) *** ****

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