Publication
Exploring Excel’s Get & Transform Functionality
https://www.toptal.com/management-consultants/excel-experts/excel-get-and-transform
Ellen is available for hire
Hire EllenEllen Su
Verified Expert in Management Consulting
Management Consulting Expert
Park City, UT, United States
Toptal member since November 2, 2016
Bio
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.
Career Highlights
Principal Consultant
Park City Finance, LLC
Portfolio Manager
Munder Capital Management
Education Highlights
Chartered Financial Analyst (CFA)
Association for Investment Management and Research
Master of Business Administration
Ross School of Business, University of Michigan
Bachelor's Degree
Wharton School of Business, University of Pennsylvania
Certification Highlights
Machine Learning
Stanford University | via Coursera
Case Studies
Interactive Dashboards
Microsoft Power BIPower PivotDashboardsData Visualization
LIBOR and Treasury Spot- and Forward-Curve Bootstrapping
DerivativesModelingFixed Income
Uber Data Analysis
DashboardsData VisualizationData Analysis
SKU-level Analysis
Financial Planning & Analysis (FP&A)Power Pivot
Software Expertise
- Microsoft Excel
- SQL
- Tableau
Other Expertise
- Data Analytics
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Forecasting
- Python
Work Experience
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 Planning & Analysis (FP&A), Business Analysis, Financial Modeling, Real Estate, SQL, Python, Retail & Wholesale, Data Analytics, Excel Expert, Tableau, eCommerce, Key Performance Indicators (KPIs), Reporting, Lifetime Value (LTV), Cash Flow Modeling, Direct to Consumer (D2C)
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: Currency Exchange, Trading, Derivatives, Fixed Income
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: Hedging, Forex Trading, Trading, Derivatives, Fixed Income
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: Trading, Fixed Income, Investment Decision-making
Summer Associate
1996 - 1996
Lehman Brothers
- Worked on fixed-income derivatives and equity proprietary-trading desks.
Focus areas: Trading, Equity, Fixed-income Derivatives
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: Quantitative Research, Trading, Fixed Income, Risk Management, Hedging, SQL
Other Experience
Education
1997 - 2000
Chartered Financial Analyst (CFA) in Financial Analysis
Association for Investment Management and Research - Nationwide (USA)
1995 - 1997
Master of Business Administration in Finance and Corporate Strategy
Ross School of Business, University of Michigan - Ann Arbor, Michigan
1989 - 1992
Bachelor's Degree in Finance and Accounting
Wharton School of Business, University of Pennsylvania - Philadelphia, Pennsylvania
Certifications
FEBRUARY 2016 - PRESENT
Machine Learning
Stanford University | via Coursera
Skills
Finance
Financial Modeling, Data Analysis, Financial Planning & Analysis (FP&A), Budgeting, Pro Forma Financial Statements, Forecasting, Lifetime Value (LTV), Cash Flow Modeling, Currency Exchange, Forex Trading, Hedging, Investment Decision-making, Fixed-income Derivatives, Market Research, Valuation
Output Software
Microsoft Excel, Microsoft PowerPoint
Data & Analysis Software
SQL, Power Pivot, Tableau, Visual Basic, R
Industry Expertise
Financial Services, Energy, Real Estate, Retail & Wholesale
Geographic Expertise
United States
Other
Dashboards, Data Visualization, Data Analytics, Energy Sector Expert, Excel Expert, Financial Analysis, Key Performance Indicators (KPIs), Reporting, Risk Management, SSAS Tabular, Predictive Modeling, Derivatives, B2C, eCommerce, Direct to Consumer (D2C), Business Analysis, Fixed Income, Trading, Equity, Quantitative Research, Microsoft Power BI, Modeling, Machine Learning, Data Science, Python
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