Yiting Hu
Financial Planning Analyst
Talent
St. Louis, St. LouisMember since June 26, 2025
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About
I graduated from Washington University in St. Louis 2024 December (Master of quantitative finance). I have completed several internships related to finance and data analysis, where I applied my problem-solving, communication, and presentation skills to various projects and tasks.
Professional Skills
- Professional Skills: Financial Modeling, Financial Planning, Budgeting, Forecasting, Scenario Analysis, Market Research, Sensitivity Analysis, Stakeholder Analysis, Trend Analysis, Ratio Analysis
- Technical Skills: Excel, SAP, Tableau, SQL, PowerBI, Python, VBA, Quickbooks, Bloomberg, Microsoft Office
- Certificate: CFA I Passed
Languages: Fluent in English and Chinese
Experience
- Conducted monthly revenue and margin analysis across Amazon and Costco, optimizing SKU pricing strategies that drove a 12% increase in conversion rates and improved gross margin by 2.5 % QoQ.
- Built dynamic financial models in Excel to track revenue, COGS, and promotional spend; supported monthly close processes by reconciling actuals vs. forecast and enhancing margin visibility for leadership reviews in QuickBooks.
- Partnered with supply chain and marketing teams to develop demand forecasts and inventory plans; reduced stockouts by 18% and prevented $250K in lost sales through proactive inventory allocation and SKU rationalization.
- Performed P&L variance analysis using key ratios like Gross Margin %, Promo-to-Sales %, and Inventory Turnover; delivered insights by Tableau dashboards to guide monthly and quarterly business reviews.
- Supported product launch financials by modeling ROI scenarios for marketing campaigns and unit economics; identified breakeven points and advised on budget reallocations that improved promotional spend efficiency by 10%.
Education
WashU Master of Quantitative Finance
