Zhanwei (Katharine) Wang
Lancaster
Summary
Financial Analyst with four years of experience in financial analysis, reporting, budgeting, forecasting, labor analysis, and business intelligence. Expertise in developing complex financial reports, conducting in-depth analyses, fulfilling ad hoc requests, and presenting insights to senior leadership to support strategic decision-making. Advanced proficiency in Excel, Tableau, SmartView, and SQL.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
PENN Entertainment
06.2024 - Current
- Enabled informed decision-making by analyzing complex data sets and presenting key findings to the senior leadership team.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Collaborated with cross-functional teams on annual budget planning and forecasting while also assisting with job posting approvals.
- Increased operational efficiency by conducting numerous analyses of productivity trends through in-depth labor reporting.
Financial Analyst
PENN Entertainment
12.2022 - 06.2024
- Collected data and developed detailed reports to identify trends and opportunities in improving EBITDA.
- Fulfilled ad hoc requests from leaders by using charts and data visualizations to provide useful insights.
- Created SmartView models to streamline the forecasting process across the business region.
- Developed financial reports to analyze complex information and assess health of the business.
Table Games Dealer
PENN Entertainment
09.2021 - 12.2022
- Created enjoyable atmosphere for players by engaging patrons in positive and entertaining conversations.
- Promoted customer retention and satisfaction by greeting guests and creating a fun gameplay environment.
- Maintained fast game pace by handling chips, cards, money and gaming equipment efficiently.
- Monitored individual players to verify adherence to rules and maintained fair gameplay.
Paralegal Financial Account Assistant
Hudson Legal Group
07.2020 - 07.2021
- Verified millions of payment records and maintained sales information with payment details and invoices.
- Took thousands of phone calls from clients and provided excellent customer service by answering questions and taking detailed notes of their inquiries.
- Calculated totals, checked figures, and corrected problems with physical and digital files.
- Processed company receipts, sales invoices and payments from the firm's customers.
Actuarial Analyst Intern
Donegal Insurance Group
06.2019 - 08.2019
- Discovered loss ratio trends from large data sets and created in-depth regression analyses for different business lines.
- Compiled and analyzed data from various sources and created reports for the senior leadership team.
- Supported the Lead Actuarial Analyst with data analysis projects, effectively handling information gathering and data compilation in Excel.
- Used data modeling knowledge and statistical analysis to note trends in loss reserves and draw conclusions.
Education
Bachelors - Actuarial Science
Temple University
Philadelphia, PA05-2020
Skills
- Microsoft Excel
- Tableau & Power BI
- SQL
- Data Analysis
- Financial Reporting
- Budget & Forecasting
- Labor Analysis
- Variance Analysis
- Critical/Analytical Thinking & Problem Solving
Accomplishments
PENN Entertainment, Aces of Penn, Team Member of the Year 2023
Certification
Data Warehouse Engineer Professional Certificate, IBM & Coursera
Languages
Chinese Mandarin
www.linkedin.com/in/zhanwei-katharine-wang-40aa8611b
Timeline
Senior Financial Analyst
PENN Entertainment
06.2024 - Current
Financial Analyst
PENN Entertainment
12.2022 - 06.2024
Table Games Dealer
PENN Entertainment
09.2021 - 12.2022
Paralegal Financial Account Assistant
Hudson Legal Group
07.2020 - 07.2021
Actuarial Analyst Intern
Donegal Insurance Group
06.2019 - 08.2019
Bachelors - Actuarial Science
Temple University