Yunxiu(lydia) Liu
About Yunxiu(lydia) Liu
Yunxiu (Lydia) Liu is a Senior Portfolio Analyst at Purpose Financial, where she has worked since 2022. She has extensive experience in financial analysis and strategy, having held various roles in China and the United States.
Work at Purpose Financial
Yunxiu Liu has been serving as a Senior Portfolio Analyst at Purpose Financial since 2022. In this role, she has implemented a credit risk loss curve model to enhance financial planning. Additionally, she developed a customer acquisition and renewal model, contributing to the company's strategic initiatives. Liu conducts A/B testing to optimize profitable growth strategies, showcasing her analytical skills and focus on data-driven decision-making. Her expertise in using Sigma for data analysis and visualization supports her efforts in driving financial performance.
Previous Experience in Financial Analysis
Before joining Purpose Financial, Liu held several positions in financial analysis. She worked at ChinaSoft International as a Senior Financial Analyst in Sales & Marketing from 2014 to 2018, followed by a role as Corporate Finance Associate Manager in Financial Strategy from 2018 to 2021. Her experience at ChinaSoft International provided her with a strong foundation in financial strategy and analysis. Additionally, she worked as a Cryptocurrency Quant Analyst at Frontier Legal Funding for eight months in 2022, where she applied quantitative analysis in the emerging cryptocurrency market.
Educational Background
Yunxiu Liu earned her Master of Finance and Analytics from Santa Clara University, completing her studies in 2022. Prior to this, she obtained a Bachelor's degree in Computer Science from Nanjing University of Finance and Economics. Her educational background combines finance and technology, equipping her with the skills necessary for data analysis and financial modeling.
Technical Skills and Expertise
Liu possesses expertise in utilizing machine learning techniques for dashboard automation and revenue forecasting. She is proficient in using Sigma for data analysis and visualization, which enhances her ability to interpret complex financial data. Her technical skills enable her to implement innovative solutions that support financial planning and strategic decision-making.
Career Development at IBM
Earlier in her career, Liu worked as a Treasury Analyst at IBM from 2012 to 2014. This role involved managing financial operations and analyzing treasury functions, contributing to her overall understanding of corporate finance. Her experience at IBM laid the groundwork for her subsequent roles in financial analysis and strategy.