Lexi Sun, Cfa, Cpa
About Lexi Sun, Cfa, Cpa
Lexi Sun is a Senior Financial Analyst with over seven years of experience in financial planning and analysis. She holds a Master's Degree in Finance from the University of Maryland and has worked for various companies, including EdOps and DXC Technology.
Current Role at Pansophic Learning
Lexi Sun serves as a Senior Financial Analyst at Pansophic Learning, a position she has held since 2021. In this role, she is responsible for financial reporting, budgeting, and forecasting. Her experience in financial planning and analysis (FP&A) contributes to the company's financial strategy and decision-making processes. She operates from McLean, Virginia, where she applies her expertise to enhance the financial performance of the organization.
Previous Experience in Finance
Prior to her current role, Lexi Sun worked at EdOps in various capacities, including Finance Specialist, Sr Finance Specialist, and Finance Lead from 2015 to 2019. Her tenure at EdOps provided her with extensive experience in financial operations within the Washington D.C. Metro Area. Additionally, she held a position as Principal, Corporate FP&A at DXC Technology for nine months in 2020, further expanding her expertise in corporate finance.
Educational Background
Lexi Sun holds a Master’s Degree in Finance from the University of Maryland College Park, which she completed from 2012 to 2013. She also studied at The University of Edinburgh as a Visiting Student in Finance from 2011 to 2012. Earlier, she earned a Bachelor of Business Administration (BBA) in Business Administration and Management from Central University of Finance and Economics, studying from 2008 to 2012.
Expertise in Financial Analysis
Lexi Sun possesses over seven years of experience in financial planning and analysis (FP&A). Her expertise includes financial reporting, budgeting, and forecasting. She has a strong background in mergers and acquisitions (M&A) and divestitures projects. Additionally, she is skilled in GAAP financial accounting, financial modeling, quantitative data analysis, and monthly financial close processes.
International Experience
Lexi Sun has gained international experience through her work and studies. She served as a Financial Consultant Intern at Bank of Communications Limited in China in 2011 and participated in the Citibank Young Talent Program in Beijing City, China, in 2012. This exposure has enhanced her understanding of global financial practices and markets.