Shih Fu Yu (Evelyn)
CTBC - Loan Products Planning Specialist
New Taipei City
Summary
Dynamic finance planning analyst with background at a fast-paced international insurance company. Conduct thorough research to support data-driven decision-making, and demonstrate quantitative results using PowerPoint ThinkCell and Power BI. Continuously strive for greatness and have automated team's reportings with VBA and SQL. Furthermore, serving as the coordinator of Hong Kong rating company also built up my collaboration and problem-solving skills. I am committed to leveraging these transferable ability to drive success and growth in the new role - CTBC Loan Products Planning Specialist.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
4
4
Certifications
2
2
Languages
Work History
Finance Management & Analytics Specialist
Allianz Life Insurance
08.2021 - 04.2025
- Deliver to management constructive analytics of key performance drivers, in quantitative and qualitative angles / Flag potential issues and propose resolutions early on
- Build models to generate business forecasts based on historical observations, assumption settings, and by gathering strategies from departments
- Cost-benefit analysis of commission and incentive proposals via banks when launching insurance products
- Report automation with VBA/SQL and Data visualization with Power BI/PowerPoint Think-Cell
- Coordinate with Moody's-Hong Kong and departments on company's credit rating exercise/ Prepare financial metrics for the rating conference
- Support cross-border team on ad-hoc data requests in a timely manner
Business Planning Intern
Fubon Life Insurance
12.2020 - 06.2021
- Gather and analyze statistics to develop insights into operational performance
- Conduct research of bancassurance industry, e.g. Citibank exit retail banking in Taiwan market
- Project collaboration with interdepartmental coworkers to evaluate the effectiveness of promotional events
- Showcase key financial results using charts, graphs and PowerPoint presentations
- Translate and summarize overseas documents
Education
Bachelor of Management Science -
National Yang Ming Chiao Tung University
09.2017 - 06.2021
Skills
Financial Planning and Analytics
VBA/ SQL/ Power BI/ PowerPoint
Cross-functional/ Cross-border Coordination
Industry research
Analytical Problem Solving
Rapid learning while high attention to detail
Certification
TOEIC 985
Timeline
Society of Actuaries - Financial Mathematics
04-2024
TOEIC 985
01-2022
Investment-linked Insurance Product Representative
12-2021
Finance Management & Analytics Specialist
Allianz Life Insurance
08.2021 - 04.2025
Business Planning Intern
Fubon Life Insurance
12.2020 - 06.2021
Proficiency Test for Financial Planning Personnel
11-2019
Bachelor of Management Science -
National Yang Ming Chiao Tung University
09.2017 - 06.2021
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