Management Consulting Expert in Park City, UT, United States
Member since September 20, 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.
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 Planning & Analysis (FP&A), Business Analysis, Financial Modeling, Real Estate, SQL, Python
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: Currency Exchange, Trading, Derivatives, Fixed Income
Director of Financial Trading
2000 - 2002
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: Hedging, Forex Trading, Trading, Derivatives, Fixed Income
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.
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.
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