Yayun
Senior Manager - Fund Financials & Tax Reporting @Fidelity Investments
San Mateo, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Feb 2026 — Present
Senior Manager - Fund Financials & Tax Reporting @Fidelity Investments
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EDUCATION
N/A
Pace University - Lubin School of Business
Master's degree, Accounting
2020 — 2020
Udacity
Business Analytics Nanodegree, Business Analytics
SKILLS
Financial AccountingCost AccountingMicrosoft OfficeAuditingTaxPhotographyBookkeepingTax ReturnsTeaching ChineseAccountingFinancial AnalysisAnalysisFinancial StatementsQuickbooksTheory and Analysis of Financial Statement
ABOUT YAYUN
Hands-on experience in business analytics including analyzing data and building models with Excel, alteryx, querying databases using SQL, and creating informative data visualizations with Tableau. A demonstrated history of working in the financial services industry including private equity, real estate, and crypto clients.
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