I-Ying(Eva) Yu

Financial Analyst at CTBC Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Taiwan, TW

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Experience

    • Taiwan
    • Banking
    • 700 & Above Employee
    • Financial Analyst
      • Apr 2023 - Present

    • Taiwan
    • Think Tanks
    • 1 - 100 Employee
    • Valuation Analyst
      • Feb 2021 - Aug 2022

      • Assess the business value to assist clients in equity transactions. • Value the intangible assets, as a reference for the company to invest in shares or asset transactions, such as patents, technology and know-how. • Specialize in IFRS9 reporting, using various valuation approaches such as Market Approach, Cost Approach and Income Approach to determine the fair value of the targets. • Adopt tailor-made valuation models to evaluate the underlying assets of Venture Capital. • Analyze market trends using a wide spectrum of database and public resource, and prepare presentations to the customers. • Analyze the Industry Control Premium and M&A data. Show less

    • Taiwan
    • Banking
    • 1 - 100 Employee
      • Aug 2020 - Jan 2021

      • Evaluate customers’ financial performance by analyzing customers’ financial status, credit, and property to determine the feasibility of granting loans.• Maintain existing facilities by performing interim and annual reviews in order to detect potential covenant breaches.• Build connections with potential customers and public companies, to obtain information for new business opportunities.• Evaluate financial documents for accuracy and compliance with federal regulations.• Identify financial risks within the organization and propose risk mitigation strategies.• Perform internal controls and assure reliable control environment by strong stakeholder communication skills and extensive audit knowledge. Show less

      • May 2019 - Jul 2020

      • Monitor expenditure and profits, provide daily, monthly, quarterly and yearly report such as Bank reconciliation report, Call report, Journal Ticket and so on.• Maintain and update the data with agent bank and counterparties.• Analyze all financial activities, prepare budgets and ensure they are all complied with accounting and legal requirements.• Contact with CPA and assist in their needs, such as tax regulatory and quarterly inspection.

    • United States
    • Capital Markets
    • 1 - 100 Employee
    • Finance Intern
      • Jul 2018 - Dec 2018

      •Analyzed 505 companies in S&P500 to conform if the companies meet the requirement of Environment, Social &Governance. • Forecasted the companies’ return through Multivariable Regression; assisted supervisor to make strategic decisions. •Analyzed 505 companies in S&P500 to conform if the companies meet the requirement of Environment, Social &Governance. • Forecasted the companies’ return through Multivariable Regression; assisted supervisor to make strategic decisions.

    • Taiwan
    • Holding Companies
    • 1 - 100 Employee
    • Financial Accounting Assistant
      • Oct 2015 - Jun 2016

      -Reviewed the invoices and purchase orders for all the department to execute the requested payments. -Helped calculate the relevant invoice amounts for all the department to issue invoices. -Used EXCEL to collect the data for finance department use. -Reviewed the invoices and purchase orders for all the department to execute the requested payments. -Helped calculate the relevant invoice amounts for all the department to issue invoices. -Used EXCEL to collect the data for finance department use.

Education

  • University of Connecticut School of Business
    Master's degree, Financial Risk Management
    2017 - 2018
  • 元智大學
    Bachelor's degree, English Bachelor of Business Administration Major in international Financial
    2012 - 2016
  • San Francisco State University
    Summer exchange program, Global Strategies Management
    2014 - 2014

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