Fanxi Wang

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Corporate Strategy Analyst II

Humana Inc.

Jul 2022 - Feb 2024 (1 year 8 months)

. Worked with management and business unit leaders to determine strategic objectives and opportunities to meet goals including: market entry strategies, retail growth, business prioritization, and investment assessment. . Maintained relationships with corporate functions to develop internally facing partnerships/network/healthcare strategy and framework; projects include Medicare Advantage segmentation, healthcare-tech collaboration, ACA Exchange, etc . Supported senior management in preparation of off-sites and leadership conferences and communicated strategic priorities and execution plans across the firm via presentations, meetings, and etc. Designed recommendations for firm's Medicaid performance in Florida regions by analyzing operatio

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Financial Analyst

FREEDOM BANK OF VIRGINIA

Mar 2021 - Jul 2021 (5 months)

. Communicated with correspondent banks and investment brokers to ensure delivery of investments purchases and sales, and managed liquidity levels of correspondent banks to provide for sufficient funding of investment purchases. Supported department in periodic internal and external financial reporting requirements. Prepared budgeting and forecasting models for the consolidated Bank and for each of the respective departments. . Rotated to Accounting, Credit, Community Banking, Treasury, and Mortgage departments, and received training for CreditQuest, ProfitabilityFit, and S&P Market Intelligence to source and data-mine information. Evaluated credit risk by conducting industrial and company research, interviewing the clients, investigating c

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FinancialAnalyst

FREEDOM BANK OF VIRGINIA

Mar 2021 - Jul 2021 (5 months)

• Communicated with correspondent banks and investment brokers to ensure delivery of investments purchases and sales, and managed liquidity levels of correspondent banks to provide for sufficient funding of investment purchases. • Supported department in periodic internal and external financial reporting requirements. • Prepared budgeting and forecasting models for the consolidated Bank and for each of the respective departments.

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Corporate Banking Analyst

Aug 2020 - Mar 2021 (8 months)

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Private Equity Analyst Intern

TIMBERWIND CAPITAL PARTNERS

Feb 2020 - Jul 2020 (6 months)

. Conducted research on industries (e.g. assistive technology, transportation services, in vitro fertilization, etc.) to identify sectors with the greatest potential to generate investment returns, and drafted reports to state the findings. . Evaluated more than 500 U.S. and Canada based firms in industries, such as information technology, media, telecom, logistics, energy, and healthcare on weekly basis. Developed portfolio projection models and optimized portfolio construction with merger models to facilitate investment decision-making and presented the models to internal teams, external partners, and investment committee. Participated in negotiations on behalf of the firm for new investments dealing with partnership and financing arrange

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Private Equity AnalystIntern

TIMBERWIND CAPITAL PARTNERS

Feb 2020 - Jul 2020 (6 months)

• Conducted research on industries (e.g. assistive technology, transportation services, in vitro fertilization, etc.) to identify sectors with the greatest potential to generate investment returns, and drafted reports to state the findings. • Evaluated more than 500 U.S. and Canada based firms in industries, such as information technology, media, telecom, logistics, energy, and healthcare on weekly basis. • Developed portfolio projection models and optimized portfolio construction with merger models to facilitate investment decision-making and presented the models to internal teams, external partners, and investment committee. • Participated in negotiations on behalf of the firm for new investments dealing with partnership and financing

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Tax Intern

PricewaterhouseCoopers

Financial Planning Intern

Northwestern Mutual

Advisory Intern

Deloitte

- Tax

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Portfolio Analyst

GW Investment Institute

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Intern

PricewaterhouseCoopers

Tax Advisory

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