Taylor (Ting-Wei) Chu

Financial Analyst at Boston College
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, Massachusetts, United States, US
Languages
  • English Full professional proficiency
  • Mandarin Chinese Native or bilingual proficiency

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Credentials

  • Certified Public Accountant
    AICPA
    Aug, 2019
    - Oct, 2024

Experience

    • United States
    • Higher Education
    • 700 & Above Employee
    • Financial Analyst
      • Oct 2022 - Jun 2023

      • Manage Boston College study-abroad programs’ budget for 100 semester and summer programs • Analyze various financial reports, internal reports and data to identify trends in each study-abroad program for future maximizing allocation of resources • Conduct ongoing variance analysis against budget and forecast to understand the current performance • Manage Boston College study-abroad programs’ budget for 100 semester and summer programs • Analyze various financial reports, internal reports and data to identify trends in each study-abroad program for future maximizing allocation of resources • Conduct ongoing variance analysis against budget and forecast to understand the current performance

    • Investment Banking
    • 1 - 100 Employee
    • Investment Banking Analyst
      • May 2022 - Jul 2022

      • Performed industry research on financial technology, renewable energy and electrical vehicle industries in order to construct detailed market overviews with recent deal history and growth opportunities for prospective client presentation • Prepared pitchbook profiles and teasers for potential financial and strategic investors • Assembled a strategic cross boarder alliance proposal to Israel’s innovative renewable company bidding for a $2B Taiwan government construction deal •… Show more • Performed industry research on financial technology, renewable energy and electrical vehicle industries in order to construct detailed market overviews with recent deal history and growth opportunities for prospective client presentation • Prepared pitchbook profiles and teasers for potential financial and strategic investors • Assembled a strategic cross boarder alliance proposal to Israel’s innovative renewable company bidding for a $2B Taiwan government construction deal • Executed business valuation analysis such as comparable companies, precedent transactions, discounted cash flow, and related investment returns Show less • Performed industry research on financial technology, renewable energy and electrical vehicle industries in order to construct detailed market overviews with recent deal history and growth opportunities for prospective client presentation • Prepared pitchbook profiles and teasers for potential financial and strategic investors • Assembled a strategic cross boarder alliance proposal to Israel’s innovative renewable company bidding for a $2B Taiwan government construction deal •… Show more • Performed industry research on financial technology, renewable energy and electrical vehicle industries in order to construct detailed market overviews with recent deal history and growth opportunities for prospective client presentation • Prepared pitchbook profiles and teasers for potential financial and strategic investors • Assembled a strategic cross boarder alliance proposal to Israel’s innovative renewable company bidding for a $2B Taiwan government construction deal • Executed business valuation analysis such as comparable companies, precedent transactions, discounted cash flow, and related investment returns Show less

    • Business Consulting and Services
    • 700 & Above Employee
    • Consultant
      • May 2021 - May 2022

      Extended Enterprise Risk Management (EERM) •Advised businesses in sectors on compliance-related issues, and advised organizations on how to access, design and refine their Third-Party Risk Management framework and processes to manage non-/financial risks resulting from such relationships •Owned 5 software license compliance cases to assist in license compliance reviews and helped the client secure business deals worth over RMB10M •Conducted intensive research that analyzed a company’s… Show more Extended Enterprise Risk Management (EERM) •Advised businesses in sectors on compliance-related issues, and advised organizations on how to access, design and refine their Third-Party Risk Management framework and processes to manage non-/financial risks resulting from such relationships •Owned 5 software license compliance cases to assist in license compliance reviews and helped the client secure business deals worth over RMB10M •Conducted intensive research that analyzed a company’s industry vertical, share holding pattern, and the overall background for clients to identify potential compliance target and potential sale opportunity •Managed and cooperated with branches in US, China, UK, Japan, Singapore’s to conduct global software license compliance review •Assisted clients with software deployment identification, license reconciliation, unauthorized software identification, and perform compliance gap analysis Show less Extended Enterprise Risk Management (EERM) •Advised businesses in sectors on compliance-related issues, and advised organizations on how to access, design and refine their Third-Party Risk Management framework and processes to manage non-/financial risks resulting from such relationships •Owned 5 software license compliance cases to assist in license compliance reviews and helped the client secure business deals worth over RMB10M •Conducted intensive research that analyzed a company’s… Show more Extended Enterprise Risk Management (EERM) •Advised businesses in sectors on compliance-related issues, and advised organizations on how to access, design and refine their Third-Party Risk Management framework and processes to manage non-/financial risks resulting from such relationships •Owned 5 software license compliance cases to assist in license compliance reviews and helped the client secure business deals worth over RMB10M •Conducted intensive research that analyzed a company’s industry vertical, share holding pattern, and the overall background for clients to identify potential compliance target and potential sale opportunity •Managed and cooperated with branches in US, China, UK, Japan, Singapore’s to conduct global software license compliance review •Assisted clients with software deployment identification, license reconciliation, unauthorized software identification, and perform compliance gap analysis Show less

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Associate
      • Sep 2020 - Mar 2021

      •Provided audit and review services to international companies in the fields of energy, biotechnology and semiconductor manufacturing •Audited and analyzed financial statements to evaluate the reasonableness of various accounts •Evaluated clients’ internal control system, identified potential material risks and developed strategies to assist clients in effectively improving financial reporting and business operation •Provided audit and review services to international companies in the fields of energy, biotechnology and semiconductor manufacturing •Audited and analyzed financial statements to evaluate the reasonableness of various accounts •Evaluated clients’ internal control system, identified potential material risks and developed strategies to assist clients in effectively improving financial reporting and business operation

    • China
    • Motor Vehicle Manufacturing
    • 500 - 600 Employee
    • Financial Analyst
      • Sep 2019 - Jan 2020

      •Performed financial analysis on top 10 BMW China’s dealers, including trend and ratio analysis, and interpreted the financial information to understand its potential credit risks and financial risks •Used business website, news reports and other sources to complete monthly review reports on the top 10 BMW dealers in China •Performed financial analysis on top 10 BMW China’s dealers, including trend and ratio analysis, and interpreted the financial information to understand its potential credit risks and financial risks •Used business website, news reports and other sources to complete monthly review reports on the top 10 BMW dealers in China

    • Business Consulting and Services
    • 700 & Above Employee
    • Summer Analyst
      • Jul 2018 - Aug 2018

      • Assisted in implementing an interim review of the biotech and new pharmaceutical industry; helped edit the report • Prepared the financial statement; Performed audits and identified discrepancies in financial statements • Assisted in implementing an interim review of the biotech and new pharmaceutical industry; helped edit the report • Prepared the financial statement; Performed audits and identified discrepancies in financial statements

Education

  • Boston College
    Master of Science - MS, Quantitative Finance
    2022 - 2023
  • National Taipei University
    Bachelor of Business Administration - BBA, Accounting
    2015 - 2020
  • Renmin University of China
    2019 - 2020

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