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

Verified Expert  in Finance

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
Director of Financial Trading
Enron
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

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

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
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

FEBRUARY 2016 - PRESENT

Machine Learning

Stanford University | via Coursera

Finance

Financial Modeling, Data Analysis, Financial Planning & Analysis (FP&A), Budgeting, Pro Forma Financial Statements, Forecasting, 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, Business Analysis, Fixed Income, Trading, Equity, Quantitative Research, Microsoft Power BI, Modeling, Machine Learning, Data Science, Python

Collaboration That Works

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