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.
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