Jin-Tang Shen

Jin-Tang Shen (Tom) is a financial analyst who maintains a personal portfolio website presenting his skills in financial modeling, data analysis, and dashboard creation using Excel, SQL, and Power BI. He is currently pursuing a Master of Science in Finance at the University of Arizona and functions as a résumé and contact portal rather than a commercial business offering services for hire. The site outlines his background, including helping manage a family café in Taiwan, and details specific projects like a corporate expense Budget vs. Actual variance analysis for a fictional B2B SaaS company.

The website states that Jin-Tang Shen learned the importance of financial visibility by helping manage operations for his family's café in Taiwan, where he saw the difference between catching a cost problem early and missing it entirely. This experience motivated him to formalize his skills in FP&A and modeling while studying at the University of Arizona. He emphasizes that he builds solutions to solve real finance problems rather than just relying on instinct.

The portfolio features a driver-based three-statement model and unlevered DCF valuation of Texas Instruments (TXN) built from 10-K historical data spanning FY2023 to FY2025. The model includes a five-year forecast to FY2030 and shows that the intrinsic value falls below the current market price across the full sensitivity range. This project utilizes Excel for financial modeling, valuation, and variance analysis.

An executive dashboard built in Power BI Desktop is available for the Sample Superstore dataset, utilizing a star schema with one fact table and four dimension tables. The dashboard uses DAX time-intelligence measures to facilitate year-over-year comparisons of retail financial performance. This project demonstrates his capability to create interactive dashboards and DAX-driven KPI analysis.

The portfolio includes a business-focused MySQL case study covering revenue performance, concentration risk, delivery performance, and customer experience for the Olist Brazilian E-Commerce dataset. This project involves SQL analysis to assess various business metrics. It highlights his ability to work with relational data and structure queries for complex business questions.

The website explicitly states that Jin-Tang Shen uses AI as a development partner to learn the right tools for solving problems in front of him. He applies this habit to building solutions for gaps he identifies, ranging from an automated job search tracker to a market monitor and his current portfolio. This approach drives his method of learning by building rather than just studying.

The site lists Excel, SQL, and Power BI as the core tools used for financial modeling, querying, and visualizing financial data. Specific capabilities include financial modeling, valuation, and variance analysis in Excel; querying and structuring relational data in SQL; and interactive dashboards with DAX-driven KPI analysis in Power BI. These tools are central to the projects presented on the portfolio.

The portfolio is described as a growing collection of financial analysis projects, each built to solve a real finance problem. The site functions primarily as a résumé and contact portal to showcase these skills. It does not currently list specific pricing, delivery terms, or warranty policies, focusing instead on demonstrating technical competence through case studies.

The portfolio targets individuals or organizations seeking financial modeling, data analysis, and dashboard creation skills. It is suitable for those interested in FP&A and modeling who want to see practical examples of Excel, SQL, and Power BI applications. The site serves as a resource to demonstrate competence in these specific areas.

The portfolio covers four distinct cost centers in its B2B SaaS variance analysis project, while the retail analytics project uses a star schema with one fact table and four dimension tables. The e-commerce analysis involves MySQL, and the valuation project uses 10-K historical data from FY2023 to FY2025. These specific structural details differentiate the projects within the portfolio.

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