Ellen Su, Finance Expert in Park City, UT, United States
Ellen Su

Finance Expert in Park City, UT, United States

Member since September 15, 2016
Ellen specializes in answering her clients' complex financial and analytical questions with innovative techniques. She is excited to bring to Toptal clients a vast set of tools to employ on analytical projects. Her unique talent is a seamless combination of data sourcing, programming, financial analysis, storyboarding, and visualization.
Ellen is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Software Expertise

Employment

  • Principal Consultant

    2011 - PRESENT
    Park City Finance, LLC
    • Constructed a custom budget model for a multi-billion-dolllar real estate portfolio. The model generated fullly custom financial statements for each individual property that then rolled up into regions and corporate.
    • Built extensive retail models for an eCommerce business to analyze sales over a wide variety of SKUs and wholesale partners. Created custom metrics to monitor for opportunities to expand the assortment at various retailers.
    • Tightly integrated the data warehouse with analytical tools with SQL, PowerPivot, and Power BI.
    • Created pro-forma financial statements for a pre-revenue company that included debt convenants and headcount detail.
    Focus areas: Financial Modeling, Business Analytics, Financial Planning & Analysis (FP&A)
  • Director

    2002 - 2003
    UBS Warburg Energy
    • Set up and managed the interest-rate and foreign-currency hedging operation for the energy-trading subsidiary of UBS Warburg.
    Focus areas: Fixed-Income Derivatives Trading, Currency Trading
  • Director of Financial Trading

    2000 - 2002
    Enron
    • Structured and executed interest-rate swaps and swaptions on up to $750 million in notional principal, including amortizing structures.
    • Devised currency-hedging strategies for various internal and external exposure.
    • Managed a $2 billion Canadian fixed-income portfolio.
    • Traded US Treasury and Eurodollar futures as well as sovereign cash instruments.
    • Traded spot, forwards, and par forwards, in all major currencies.
    Focus areas: Fixed-income derivatives trading, Foreign-currency trading, Hedging
  • Portfolio Manager

    1997 - 2000
    Munder Capital Management
    • Managed over fifty institutional fixed-income portfolios.
    • Traded mortgage-backed securities, agency debentures, and U.S. Treasuries.
    • Designed and programmed a fixed-income trading application used by the entire fixed-income department for portfolio management, trading, and trade clearing.
    Focus areas: Investment Management, Fixed-income trading
  • Summer Associate

    1996 - 1996
    Lehman Brothers
    • Worked on fixed-income derivatives and equity proprietary-trading desks.
    Focus areas: Fixed-income derivatives, Equity proprietary trading
  • Associate

    1993 - 1995
    Enron
    • Managed all interest-rate and foreign-currency exposures for a $1 billion portfolio.
    • Developed and implemented exotic dual-commodity, path-dependent option models.
    • Valued asset acquisition and divestitures, including a $170-million physical-asset acquisition.
    Focus areas: Hedging, Risk management, Fixed-income trading, Quantitative research

Other Experience

  • Exploring Excel's Get & Transform Functionality (Publication)
    Hidden in Excel and Power BI is a powerful data analysis pack named Get and Transform (previously known as Power Query). It is an ETL pack for cleaning and sorting raw data from a range of input sources, such as CSV and text files. This tutorial demonstrates how Get & Transform can help the data analyst both save time and uncover more insight.
  • Power Pivot for Excel Tutorial: Top Use Cases and Examples (Publication)
    With the arrival and growing ubiquity of big data, Excel, as a data-mining and processing tool has been pushed to its limits—reflected in its dated 1,048,576 row hard limit and the application’s processing speed slowing to a crawl. As of 2010, Microsoft released a Power Pivot function that transformed the scope and usefulness of Excel where the extraction, combination, and analysis of large datasets are concerned. Using live cases, Finance Expert Ellen Su explores in detail how to master Power Pivot and explores its hidden advantages as a big data tool.

Education

  • Chartered Financial Analyst (CFA) in Financial Analysis
    1997 - 2000
    Association for Investment Management and Research - Nationwide (USA)
  • Master of Business Administration in Finance and Corporate Strategy
    1995 - 1997
    Ross School of Business, University of Michigan - Ann Arbor, Michigan
  • Bachelor's degree in Finance and Accounting
    1989 - 1992
    Wharton School of Business, University of Pennsylvania - Philadelphia, Pennsylvania

Certifications

  • Machine Learning
    FEBRUARY 2016 - PRESENT
    Stanford University | via Coursera

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