Jolie Wang
Financial Analyst @Newdo Venture
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WORK HISTORY
Financial Analyst @Newdo Venture
San Francisco, CA, US
Oversaw the financial reporting process for investment revenue, including month-end reports, annual budgeting and monthly forecasts using Excel (Pivot Table, VLOOKUP). Improved efficiency by automating workflow with VBA• Partnered with marketing and investment teams to gather key assumptions and estimates for forecasting, conducting variance analysis to pinpoint drivers behind discrepancies and provide insights for long-term strategy planning• Created Power BI dashboards to track business performance across KPIs such as Revenue, ROI, deal volume. Analyzed significant deviations from targets to uncover potential risks and growth opportunities • Reconciled SAP revenue data with client revenue reports from investment team, ensuring precise revenue recognition, and processed reclassifications, accruals and adjustments to maintain financial data accuracy • Developed a monthly reporting package to provide stakeholders with insights, including detailed financial analysis and strategic recommendations for improving future financial results
EDUCATION
Emory University
Bachelor of Business Administration - BBA
University of Sydney
Bachelor of Commerce - BCom (Dalyell Stream), Finance and Digital Cultures
The Johns Hopkins University
Master's degree, Business Analytics and Risk Management
ABOUT JOLIE WANG
I am currently taking MS Business Analytics and Risk Management degree at Johns Hopkins…
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