Sherry Wen

Senior financial analyst with 4+ years of experience in collateral management, financial reporting, reconciliations, and FP&A across banking and enterprise finance environments. Delivered automated reporting solutions - Excel Power Query and SQL-driven workflows - reducing processing time by up to 90% and maintaining 100% monthly reconciliation accuracy. Proficient in SQL, Python, Tableau, and Power BI for data extraction, dashboarding, and financial modeling.

Experienced in regulatory compliance, margin operations, month-end close, and finance transformation. Aiming to apply analytical expertise to drive data-driven decisions and operational efficiency for the organization. Bilingual in English and Chinese.

Corporate Analyst Collateral Management - Mizuho Group - New York, NY

(2023-05 - 2025-11)

• Managed portfolio data and margin calls using Bloomberg and internal databases, reviewed system-generated calls for accuracy, and issued margin calls on internal and industry platforms, resulting in a 15% reduction in collateral processing errors and efficient execution of strategic financial transactions.
• Posted daily activity on Mizuho's margin-management platform and reconciled accounts using SQL scripts, ensuring end-of-day collateral balances matched custodians and counterparties, which maintained 100% reconciliation accuracy each month
• Developed and executed SQL queries to extract and aggregate data, generated various reports for reconciliation, and built models that improved reporting efficiency by at least 80%.
• Prepared daily and periodic collateral reports for internal and regulatory compliance using Microsoft Word and Excel, achieving 100% on-time submission and full adherence to all applicable regulations
• Automated Monthly Collateral Cost Report, Miscellaneous Interest Minor Adjustment Report, and Daily Initial Margin Settlement Report using Excel Power Query, shortening processing times by over 90% and saving 40 hours per month.
• Settled month-end collateral margin interest and executed monthly interest reconciliations, ensuring timely and accurate financial reporting; Investigated breaks, escalated disputes and discrepancies, and managed ad-hoc tasks.

Financial Data Analyst FP&A - Nobu Restaurant Group - New York, NY

(2022-05 - 2023-02)

• Analyzed financial data and conducted market research using Excel, then presented a budget plan and profit forecast to the CEO and CFO, which guided the final budget approval
• Gathered financial data from SQL databases and SharePoint, built integrated reporting models in Excel, and created charts that highlighted historical and forecasted trends, enabling leadership to shape growth strategies
• Developed financial analysis reports and executive-ready presentations by applying financial principles and advanced quantitative analysis, utilizing Excel Power Query to automate financial reporting processes and reduce weekly report-making time by more than 80%.
• Performed competitive analysis using industry reports and Python scripts to track market trends, uncovering new opportunities that were added to the company's strategic plan
• Summarized financial information into clear presentations for non-financial leaders, improving cross-functional understanding and speeding up decision-making

Asset Transfer Specialist - E-Trade Under Morgan Stanley - Jersey City, NJ

(2021-11 - 2022-04)

• Communicated with customers via email and phone, using Microsoft Word and Excel to provide clear guidance and resolve issues quickly, which reduced customer complaints and improved satisfaction
• Collaborated with counterpart firms to accelerate asset transfers, leveraging SQL queries and Access databases to streamline processes, which shortened transfer times and established standard procedures
• Demonstrated urgency by ensuring open work items were addressed promptly and did not breach related SLAs for delivery; escalated operational and regulatory risks to management.

Financial Analyst Intern FP&A - Adalinda Fashion - New York, NY

(2021-01 - 2021-04)

• Analyzed company financial information, conducted market research to plan the budget and forecast profit with Excel, presented analysis reports and recommendations to senior leadership.
• Researched and summarized sustainable fashion industry trends using Bloomberg and databases, delivering a competitive analysis that identified three emerging market opportunities
• Evaluated and gathered financial data, then built integrated financial models in Excel that supported the company's growth strategy and informed investment decisions
• Collected and sourced data for funding and government grants, preparing documentation that secured two grant applications

Data Analytics Intern Internal Audit - Nationwide Financial - Columbus, OH

(2020-06 - 2020-08)

• Conducted data visualization with an interactive Tableau dashboard, delivering business intelligence to senior leadership for strategic decision-making and reducing weekly report preparation time by 20%
• Performed data analysis and reconciliation on various data reports by researching and comparing results from several databases, used SQL, R, and Python to clean and organize data to build models with 90%+ accuracy
• Assisted in data management processes that feed both corporate and project databases, helped to acquire validated, processed, stored, and protected data for reliable access to data users
• Utilized PowerPoint to showcase a design thinking project, which evolved into building an internal audit data analytics team's SharePoint site to enhance data analytics communication and awareness.

Associate - Fashion Business Management - Fashion Institute of Technology (2020-05) New York, NY

Bachelor - Economics - CUNY Queens College (2020-05) Flushing, NY