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ALICE CHAU

2411 S Baldwin Ave #D, Arcadia CA, 91007 Ph. 949.547.1372 Email Alicepwd@yahoo.com

EXPERIENCE September 2011 December 2012 BCBG MAXAZRIA Vernon, CA


Financial Analyst (Merchandise Planner-E-Commerce Division)

Created and maintained strategic financial plans tied to merchandising strategies Prepared analysis between current and prior reporting periods, plan-to-actual variances, rolling forecasts, plan re-forecasts, and plan-to-actual comparisons. Analyzed and quantified risk and opportunities while making appropriate recommendations Compiled, processed and analyzed revenue and expenses to ensure gross margin and profitability is maximized. Strategized concepts to ensure data integrity, efficiency, as well as growing the business.

October 2007 May 2011 Pacific Life Insurance Newport Beach, CA Reporting Analyst (December 2008-May 2011) Diligently adhered to weekly, monthly, quarterly and annual reporting deadlines Analyzed data and/or conducted research to identify accomplishments, variances and trends to support the divisions goals and enable management to make business decisions Utilized relevant industry experience and/or technical skills to effectively manage the creation and distribution of multiple reports to internal and external users Fulfilled Ad-Hoc data and reporting requests from internal and field management
Investment Analytics (Intern) (October 2007-November 2008)

Prepared quarterly fact sheets for 32 Pacific Select Portfolios and 17 Pacific Life Funds that tracked net asset, portfolio turnover rate, Sharpe ratio, Beta, alpha and standard deviation Created/managed daily, monthly and quarterly performance reports, including the calculation of returns, benchmarks, ranking, rebalancing of target allocation and peer universes Continually involved in Ad-Hoc projects, such as monitoring advisory and sub advisory fee spreads

EDUCATION 2013 CFA Candidate (Chartered Financial Analyst) exam. (June Level I) Spring 2013 USC/CFALA CFA Review Program California State University, Fullerton 2008 B.A., Business Administration with a concentration in Finance SKILLS Technically proficient in Microsoft Office, Excel (advanced user with VBA working knowledge), Morningstar Direct, Bloomberg, Zephyr, Pivotal, Microstrategy, FINRA, STS, SAP, En Vue and web browsing programs. ADDITIONAL SKILLS Bilingual in Cantonese and English.

Fullerton, CA

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