Portrait of Olivia Liu

Olivia Liu

Analyst in New York working across financial planning, risk and data. I build the models, datasets and reconciliations that help teams decide where money goes and what could go wrong.

Columbia University
M.S. Enterprise Risk Management, 2026
UT Austin, McCombs
B.B.A. Management Information Systems, 2023
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Based in Long Island City. Open to analyst roles in New York.

Figures from recent work

  • Fund reports collected and standardized by a Python workflow I built

    E Fund Management, 2026

    70,000+

  • Data extraction success after the rebuild, up from under 10%

    E Fund Management, 2026

    90%+

  • Monthly travel and expense spending analyzed and reconciled

    Pronghorn, 2025

    $300–400K

  • Fewer weekly expense questions after I published an internal policy guide

    Pronghorn, 2025

    80%+

  • GPU demand and tariff scenarios run through a five-year NVIDIA valuation model

    Columbia capstone, 2025

    16

  • Baseline company value in the 20-year DCF used to stress 15 risk scenarios

    Global Payments risk project, 2025

    $23.9B

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Experience

Dec 2025 – Jan 2026

E Fund Management

Finance Transformation Analyst, Guangzhou

  • Benchmarked how 10 leading Chinese mutual fund managers invested their own capital from 2021 to 2025, comparing purchases, redemptions, holdings and allocation across fund types.
  • Built an AI-assisted Python workflow to download, extract and standardize 70,000+ fund reports, cutting processing time to 2 days and raising extraction success from under 10% to over 90%.
  • Designed standardized data fields and validation checks, including stratified sampling and manual review, to keep figures consistent across reporting periods.
  • Presented peer comparisons and quarterly case studies on capital allocation, liquidity management and risk appetite to senior leadership.

Jun – Aug 2025

Pronghorn

Finance Intern, New York

  • Mapped actuals, budgets and forecasts for four departments by general ledger account to support monthly reporting and variance analysis.
  • Analyzed $300K–400K in monthly travel and expense spending in Excel and built Datarails dashboards to track department trends and recurring cost drivers.
  • Reconciled general ledger expense accounts against Uber for Business and Rippling records, investigated discrepancies and prepared reconciliation reports.
  • Wrote a Google Sites guide to Navan, Uber for Business and the company's expense policy, cutting weekly expense questions by more than 80%.

Jun – Aug 2023

Bolaa Network

Business Analyst, Chongqing

  • Organized requirements for an electric-vehicle marketing campaign in a 12-tab tracker covering 110 planned assets, with timelines, channel specs, review criteria and production status.
  • Compared 63 content creators on audience, geography, platform fit and quoted cost, and narrowed them to a 22-creator shortlist for stakeholder review.
  • Consolidated pricing, feature and safety specs for 6 vehicle configurations into one reference guide, and caught 5 specification issues in storyboards before production.

Jun – Aug 2022

Alibaba Group

Business Analyst, Hangzhou

  • Used SQL and Python on transaction and user-interaction records to find revenue drivers and conversion bottlenecks across live-streaming channels.
  • Analyzed cohort retention and customer lifetime value to judge promotional spending efficiency and inform marketing budget allocation.
  • Benchmarked Taocaicai, Alibaba's community grocery platform, against competitors on unit economics and supply-chain costs to locate sources of margin pressure.

Jul – Sep 2021

BDO China

Audit and Assurance Assistant, Shanghai

  • Supported a court-supervised bankruptcy asset sale, analyzing auction results and buyer payments to trace recovery proceeds and the timing of cash realization.
  • Reviewed 40+ contracts for payment terms, working-capital obligations and the operating-versus-capital treatment of spending.
  • Tested 200 journal entries across cash, working capital, operating expense and inventory accounts.

May – Jul 2021

Hithink RoyalFlush

Data Analyst, Hangzhou

  • Used SQL and Python to track user activation, conversion to first trade, portfolio turnover and holding periods, and wrote weekly reports on trading activity.
  • Designed automated data quality rules to filter erroneous trades, duplicate fills and off-session executions, and tuned SQL queries and table partitioning to speed up reporting.

Dec 2020 – Jan 2021

Southwest Securities

Wealth Management Intern, Chongqing

  • Reviewed high-net-worth client portfolios across equities and fixed income against each client's risk tolerance, liquidity needs and objectives.
  • Screened funds and ETFs on expense ratio, Sharpe ratio, yield and duration to support portfolio reviews.

Projects

NVIDIA under demand and tariff scenarios

Columbia capstone, Fall 2025

A five-year model linking revenue, pricing and operating costs to free cash flow and enterprise value. I ran 16 combinations of GPU demand and tariff assumptions, tested sensitivity to selling prices, segment growth, R&D and SG&A, and modeled mitigation strategies for the downside case.

DCF, scenario analysis, sensitivity analysis

Quantifying enterprise risk at Global Payments

Value-Based ERM course, Spring 2025

Assessed 10 financial, operational and strategic risks, including merchants defaulting on chargeback reimbursements. A 20-year DCF with a $23.9B baseline value measured 15 scenarios, from fraud and macroeconomic shifts to technology failure and equity dilution.

DCF, stress testing, liquidity analysis

Systems implementation for the Mycelium Initiative

Client project, Fall 2022

Turned a nonprofit's needs into requirements and user stories for a site integrating WordPress, Eventbrite, Google Calendar and PayPal. Wrote 29 functional test cases with 212 steps and validated all 9 user stories before client sign-off.

Requirements, user stories, UAT

BevoBnB rental web app

Team of three, Fall 2021

A C# and HTML vacation rental app. I wrote SQL views for occupancy rate, average daily rate, cancellation rate and booking lead time by host and region, and surveyed 30 users to find usability gaps we then fixed.

SQL, user research, C#

Skills

Finance
Financial modeling, DCF valuation, budgeting and forecasting, variance analysis, financial statement analysis, general ledger reconciliation, management reporting
Risk
Scenario analysis, stress testing, sensitivity analysis, value at risk, expected shortfall, credit and liquidity analysis
Data
SQL, Python (pandas, NumPy), cohort and funnel analysis, data cleaning and validation, KPI reporting, dashboards
Business analysis
Requirements gathering, user stories and acceptance criteria, UAT and functional testing, process documentation, stakeholder communication
Tools
Excel (PivotTables, XLOOKUP, SUMIFS), Tableau, Power BI, Datarails, Bloomberg, SAP, SQL Server
Languages
Mandarin (native), English (fluent)

Education

Columbia University

M.S. Enterprise Risk Management

Completed February 2026

Coursework in financial risk management, quantitative risk management, value-based ERM, coding for risk management and strategic communication for risk professionals.

The University of Texas at Austin

B.B.A. Management Information Systems, McCombs School of Business

Completed December 2023

Dean's List and University Honors for three semesters. Coursework in database management, predictive analytics, financial and managerial accounting, business finance and statistics.