Won Woo Choi
Financial Analyst at Cain Watters & Associates- Claim this Profile
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English Native or bilingual proficiency
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Korean Native or bilingual proficiency
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Japanese Elementary proficiency
Topline Score
Bio
Credentials
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Master of Science in Finance
Texas A&M UniversityMay, 2020- Sep, 2024 -
Bachelor of Science in Applied Mathematical Sciences
Texas A&M UniversityMay, 2019- Sep, 2024
Experience
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Cain Watters & Associates
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United States
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Financial Services
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100 - 200 Employee
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Financial Analyst
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Jun 2022 - Present
• Preparing and analyzing client’s annual consult files with respect to business planning, tax planning, investment allocation, and retirement planning • Engaging with clients on implementation items for consult, taxes, investments, and retirement plans • Preparing and analyzing client’s annual consult files with respect to business planning, tax planning, investment allocation, and retirement planning • Engaging with clients on implementation items for consult, taxes, investments, and retirement plans
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First United Bank
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United States
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Financial Services
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700 & Above Employee
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Financial Analyst
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May 2020 - Jun 2022
• Built various Excel models, templates, and reports to aid management in budgeting, strategic forecasting, and regulatory reporting • Improved existing reports and forecasting tools by adding formulaic processes and VBA automation • Created a SharePoint site for the Corporate Finance department for sharing reports across departments • Designed a Power BI dashboard that automated a weekly Excel report • Drove meetings and plans for process and model improvements for YR2023 budget • Led and initiated collaborative technical training in Excel, VBA, and SQL within the department Show less
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Texas A&M University
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United States
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Higher Education
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700 & Above Employee
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Student Math Tutor
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Aug 2016 - Dec 2019
• Instructed 16+ university students through basic college math in preparation for Texas Success Initiative (TSI) math test by designing curriculum tailored to each group of students’ math proficiency • Mentored 13 university students in business mathematics • Instructed 16+ university students through basic college math in preparation for Texas Success Initiative (TSI) math test by designing curriculum tailored to each group of students’ math proficiency • Mentored 13 university students in business mathematics
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Credit Risk Analyst
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May 2019 - Aug 2019
• Worked with Corporate Finance department in establishing financial models such as 5-year deposit and loan growth forecasts and solar panel utility cost-benefit analysis • Assisted the Corporate Finance department in the quarterly UBPR for peer analysis on the bank’s 40+ markets • Established a report for the Deposit Operations department on the total amount of accumulated interest on checking accounts for 70+ commercial clients • Underwrote 11+ credit memorandums in 7 weeks and processed 15+ financial spreads weekly • Volunteered in McKinney’s 22nd Annual Chamber Golf Classic at First United Bank’s tent and delivered refreshments to 30+ teams over a span of 9 hours Show less
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Credit Risk Analyst
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May 2018 - Aug 2018
• Underwrote an annual review for a $1,500,000 loan within the first two weeks of my internship • Analyzed 10+ credit memorandums in the span of 11 weeks; largest memorandum underwritten was for a $15,000,000+ loan • Processed 5+ financial spreads weekly • Volunteered in First United Bank’s community event “Summer Fest” that offered recreational fun for children and food for 300+ community members • Underwrote an annual review for a $1,500,000 loan within the first two weeks of my internship • Analyzed 10+ credit memorandums in the span of 11 weeks; largest memorandum underwritten was for a $15,000,000+ loan • Processed 5+ financial spreads weekly • Volunteered in First United Bank’s community event “Summer Fest” that offered recreational fun for children and food for 300+ community members
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Summer Camp Counselor
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Jul 2016 - Aug 2016
• Supervised elementary and middle school students to ensure a safe and enjoyable environment • Solved issues raised by both parents and students in an accessible and timely manner • Organized and created two-hour English study activities via movie quizzes, puzzles, and games • Led and managed weekend excursions and activities successfully by planning schedules with detailed attention to time management and budgeting • Supervised elementary and middle school students to ensure a safe and enjoyable environment • Solved issues raised by both parents and students in an accessible and timely manner • Organized and created two-hour English study activities via movie quizzes, puzzles, and games • Led and managed weekend excursions and activities successfully by planning schedules with detailed attention to time management and budgeting
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Education
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2015 - 2019
Texas A&M University
Bachelor of Science (BS), Applied Mathematics -
2017 - 2020
Texas A&M University - Mays Business School
Master of Science (MS), Finance, Analytics Track -
2009 - 2015
Marianas Baptist Academy
High School Diplomat
Community
