Eric Li Email & Phone Number
Director of Finance @ Rize Credit Union
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Eric Li Location
- Pasadena, CA, US
Eric Li Work
- 2024 -now Director of Finance @
- 2022 -2024 Director of Financial Solutions @
- 2021 -2022 Finance Manager @
- 2019 -2021 Senior Financial Analyst @
- 2016 -2019 Sr. ALM Analyst @ Balance Sheet Solutions, LLC
- 2015 -2016 Senior Financial Analyst @
- 2013 -2015 Finance Officer, VP @
- 2012 -2013 Assistant Credit Supporting Officer, AVP @
- 2011 -2012 Management Trainee @
- 2009 -2011 General Manager @ Private Real Estate Syndicate
Eric Li Education
- University of California, Irvine
B.A. (Circle of Fifths, Chamber Choir, Volleyball, Archery. Co-Founder of UCI's A Capella group Circle of Fifths.)
2005-2009 - San Marino High School 2001-2005
- California State University, Los Angeles
Master of Business Administration - MBA
2025
Eric Li Skills
- Strategic Planning
- Regulatory Compliance
- Financial Analysis
- Data Mining
- Portfolio Assessment
- Portfolio Management
- Operational Streamlining
- Property Management
- Budgets
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Sharepoint
- Microsoft Access
- SQL
- VBA
- Microsoft Word
- Finance
- Banking
- Financial Modeling
- Credit
- Credit Risk
- ALM Analysis
- Variance Analysis
- Back Testing
- Business Analysis
- Financial Forecasting
- Financial Reporting
- Strategy
- Financial Planning
- Risk Management
- Budgeting & Forecasting
- Accounting
- Analysis
- Budgeting
- Investment Properties
- Leadership
- Marketing
- Marketing Strategy
- Microsoft Office
- Strategic Financial Planning
- Corporate FP&A
- Corporate Finance
- Financial Services
- Managerial Finance
- KPI Reports
- Key Performance Indicators
- Ad Hoc Reporting
- Financial Variance Analysis
- Forecasting
- Excel Models
Eric Li Summary
- Eric Li, based in Pasadena, CA, US, is currently a Director of Finance at Rize Credit Union. Eric Li brings experience from previous roles at First Financial Credit Union, Rize Credit Union, USC Credit Union and Balance Sheet Solutions, LLC. Eric Li holds a 2005 - 2009 B.A. in Circle of Fifths, Chamber Choir, Volleyball, Archery. Co-Founder of UCI's A Capella group Circle of Fifths. @ University of California, Irvine. With a robust skill set that includes Strategic Planning, Regulatory Compliance, Financial Analysis, Data Mining, Portfolio Assessment and more. Eric Li has 4 emails and 2 mobile phone numbers on RocketReach.
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