Assistant Vice President

Posted on: 2006-04-18

Jennifer Louie 118-17 Union Turnpike Apt. #8E Forest Hills, NY 11375 (917) 670-0223 [email protected] EXPERIENCE Feb. 2004- Present Merrill Lynch New York, NY Assistant Vice President – Acquisition Analysis and Integration • Participate in due diligence process for potential acquisitions – review of data room material to identify significant issues. • Analyze month-to-month and year-to-date variances of financial statements and key profit drivers to determine due diligence items for further review and discussion with target. • Develop financial forecast models to project future profitability of target and ensure inclusion of synergies and incremental expenses. • Communicate with acquired businesses to organize an integration process and assist in the development of an integration plan to ensure a successful transition of functional groups. Aug. 2003-Jan. 2004 Merrill Lynch New York, NY Senior Specialist – Office of General Counsel Finance • Evaluated Global Private Client litigation settlement expense and historical trends. • Prepared analysis of staffing and expenses, which were used as the basis for group restructuring. • Assisted in development of customized reports to track negotiated savings on outside counsel expense. Feb. 2003-Jul. 2003 Merrill Lynch Princeton, NJ Senior Specialist – Securities Based Lending Finance • Analyzed pricing and profitability of various Securities Based Lending products. • Tested financial reporting tools for new products, including the Loan Management Account. • Prepared product profitability data for monthly management reporting package. • Contributed to development of a data system for the Margin Loan product. (System tracked outstanding margin loans and respective interest revenue.) Aug. 2002-Jan. 2003 Merrill Lynch Princeton, NJ Senior Specialist – Global Private Client Sector Finance • Prepared customized reports to explain revenue and expense variances to determine source of negative changes in the profit and loss statement. • Analyzed and researched industry competitor financial performance; part of the initiative to calculate revenue given to competitors versus revenue received. • Assisted in reporting of Global Private Client weekly estimated revenues. ACTIVITIES • Citymeals-on-Wheels volunteer – meal delivery/visiting for elderly • United Way Linkages for Prospective Board Members Program • HSBC Dragon Boat team participant • Member of the Merrill Lynch Women’s Network and the Asian Pacific American Professional Network SKILLS • Selected to participate in training program for high-potential AVP’s (March 2005) • Series 7, Series 63 • Microsoft Office, HTML Programming, Database Development, Oracle Sales Analyzer EDUCATION State University of New York at Binghamton Binghamton, NY • Bachelor of Science Degree in Management • Minor: Finance and Economics References Available Upon Request