Tony Lee Financial/Business Analyst

Sr. Financial Analyst

During my tenure as a Senior Financial Analyst intern, I successfully undertook a range of projects focusing on business models and controllership. These initiatives were strategically aligned with the company's overarching goals.

One notable accomplishment was simplifying the forecasting process for a 5-year revenue model. To achieve this, I employed a bottom-up approach that involved deconstructing per-customer profit and per-unit margins into smaller building blocks. This methodology allowed for a divide-and-conquer strategy, streamlining the forecasting process.
Despite the challenges posed by the project, including the lack of refined data and uncertainty associated with forecasting for a new business, my expertise as a data enthusiast enabled me to excel. I leveraged my coding skills for analytics, enabling me to collect, refine, and analyze data effectively. In order to develop more realistic models, I even took the initiative to scrape market benchmark data and utilized machine learning tools to generate accurate market forecasts.
If you are seeking a candidate who possesses both a strong work ethic and a willingness to go above and beyond the basics to achieve exceptional results, then I am the ideal addition to your team.

Commodity Trading Advisor/Sales

Embracing the Digital Transformation in Traditional Markets?

As a pioneer in digitizing the traditional market, I have led several transformative projects to streamline processes and create efficiencies. One such project involved leading a team to digitize the commodity hedging process, which aimed to reduce the total deal process time by more than 50%. By identifying bottlenecks and implementing innovative digital solutions, our team successfully revolutionized the way our organization conducted hedging transactions, improving operational efficiency and client satisfaction.
In addition to this success, I spearheaded the development of the first Chinese derivatives product transaction online platform in Korea. This innovative platform is projected to generate a new revenue stream greater than 50% of the team's current revenue. My expertise in digitizing the traditional market is evident in my ability to manage the development of high-impact online tools and adapt to the rapidly changing landscape of the financial industry.

Can you imagine negative oil prices? Navigating Extreme Markets with Dynamic Hedging

In a volatile market where the unthinkable can become reality, I have excelled in providing dynamic hedging solutions to various clients, including importers and exporters, allowing them to navigate through extreme situations with ease. For instance, I worked with various importers and exporters to help them hedge raw material risks, developing an effective strategy using derivatives that secured their long-term stability and financial success.
I have also developed and presented annual training sessions on derivatives to purchasing managers and finance teams from 30+ companies. These sessions not only created opportunities for strengthening our company's relationships with current clients but also led to the addition of 3+ new accounts every year. My expertise in dynamic hedging empowers clients to weather the storms of an unpredictable market with confidence and foresight.

Seeking for an Effective Risk / Hedging Consultant?

As a risk and hedging consultant, my expertise extends beyond traditional models, incorporating cutting-edge machine learning knowledge and advanced analytical techniques. I excel in crafting tailor-made financial models to suit the unique needs of my clients, ensuring they have the best tools to manage their risks and maximize their profits.
One example of my innovative approach is the use of the Value at Risk (VaR) model, which I employed to systemize the measurement of risk levels for clients. By mitigating losses and offering lock-in strategies using an investment simulator, I transformed risk management for my clients, delivering tangible results and building lasting relationships.
But my capabilities don't end there. I have a proven track record of success in providing diverse clients with strategies tailored to their industries. For instance, I developed a strategy for a Korean manufacturer to stably procure raw materials through futures trading, significantly reducing their costs and ensuring a steady supply chain. My hands-on financial model building skills, in-depth analysis backed by cutting-edge machine learning knowledge, and passion for problem-solving make me an invaluable asset to any client seeking a risk and hedging consultant who can deliver fascinating and effective results.

How Do We Decode the Complexities of the Commodity Market?

The commodity market is a complex web of interactions, influenced by factors ranging from product supply and demand to geopolitical issues and unexpected disruptions. As a commodity trading advisor, I possess a deep understanding of these intricacies and have successfully navigated the market to deliver results for my clients.
My approach to commodity trading is a holistic one, combining rigorous data-driven fundamental analysis with a strong professional network of regional specialists spanning the globe. This enables me to stay informed about the latest trends, potential risks, and opportunities in the market.
In my capacity as a commodity trading advisor, I have authored market briefs and periodic prospectuses, such as annual outlooks, to provide clients with valuable insights and actionable strategies. My expertise in commodity trading and keen understanding of market complexities enable me to deliver exceptional results and advice to clients, empowering them to make informed decisions in a dynamic and ever-changing landscape.

Track: Business Analytics

Concetration: Finance, strategy

Interest: Financial modeling & valuation, Implementation of AI&ML in business