Alex Lu Email & Phone Number

• Conduct thorough market research to identify emerging trends in AI and beauty tech, analyzing competitor strategies and customer preferences to inform strategic decisions and drive product development, ensuring the app remains top 5 ranking in app store.• Assist the Sr. Manager in managing multiple projects and strategic initiatives using Asana and Agile methodologies. Utilize frameworks like Scrum to track tasks, assign ownership, and monitor progress across product teams, ensuring a streamlined workflow.• Utilized Google Analytics 4 to analyze user data and track KPI metrics, making data-driven adjustments to refine marketing strategies. Increased conversion rates by 15% through the implementation of a land-and-expand strategy.

Boston, Massachusetts, United States

• Executed several business initiatives for an E-learning firm, managing projects from initial projection to performance management using an interactive cascaded trackable KPI dashboard, while creating visual weekly status reports for the executive team.• Crafted QRGs (Quick Reference Guides), training pamphlets, and other E-learning content, including video production in Storyline 360, to support L&D teams’ projects, while managing stakeholder relationships during crises to maintain trust and project momentum.• Formulated 2024 revenue projections and budgeting plans for the executive using WACC Analysis, and established cascaded KPIs inBalanced Scorecard Framework to track performance across the firm, ensured precise resource allocation and 91% projection accuracy.• Designed high-level business strategy canvases by conducting benchmarking analysis, competitive market research, and using Porter’s Value Chain Framework. Leveraged Power BI for real-time data visualization and VRIO Analysis to align the company’s long-termgoals with evolving market trends, boosting business output by 9% within the first quarter post-implementation.• Managed multiple technology adoption projects concurrently from initiation to completion by implementing streamlined workflows using Lean methodology and interactive project dashboards in PM tools like Notion, optimizing team capacity, delegating tasks,tracking milestones, and navigating priority conflicts.• Provided OCM services to the largest energy company in New England, supporting technology adoption, digital transformation, andorganizational changes. Collaborated with the L&D team to develop training materials while communicating with external stakeholders to ensure projects stayed within scope and on schedule, ultimately saving the client $300 million state compliance fine.

• Advised project leadership on market expansion strategy using consulting frameworks (e.g., BCG matrix, McKinsey 7S), resulting in a successful market entry and a 5% increase in regional market share, as well as 8% growth in new customer acquisitions.• Delivered a client communication training program to enhance the business acumen of client teams while measuring the performance of strategic initiatives using benchmarking analysis, leading to a 20% improvement in the Net Promoter Score (NPS) metric.• Collectively conducted financial analysis and risk assessments for 3 investment opportunities, applying valuation methods like NPV and Comparable Analysis, resulting in the successful launch of new ventures in Canton with a combined valuation of 5 million.• Drafted market expansion strategy to the marketing team using frameworks like BCG matrix in PowerPoint, contributed the growth in new regional customer acquisitions.• Assisted Financial Advisors in developing investment strategies to address each client's specific investment objectives.• Offered interactive consultations to prospects to assess portfolio status, risk tolerance, and address their concerns.

Notre Dame, Indiana, United States

• Tailored business strategies for Mendoza E-Learning Channel by using text mining to collect reviews, machine learning algorithm (LDA) to forecast market trends, Excel to analyze hidden patterns in consumer behavior, and visualized business insights in Power BI.• Assisted the learning design and media team in video editing, Canvas course migration, and other on-demand projects.• Researched numerous universities focused on AI integration in the education space, compiling a list in Excel for quick reference.• Crafted media content and earned professional certificates in video editing and Google Analytics.

South Bend, Indiana, United States

• Led the "Container Mobile Café" start-up project, performing market entry analysis, including calculating market size, profitability, payback period, and advancing through rounds of the McCloskey Entrepreneurial competition.• Designed customer surveys to collect quantitative data and identified valuable patterns in consumer behaviors.• Utilized conjoint analysis to estimate consumers' pricing sensitivity and performed exploratory data analysis to develop customer personas. Determined a data-driven pricing and penetration strategy while managing different milestones using Google Workplace.

Chelsea, Massachusetts, United States

• Provided comprehensive educational support, including English composition and mathematics skills, to immigrants who were non-native English speakers, fostering their language proficiency and facilitating their integration into their new communities.• Spearheaded a case study project aimed at developing innovative pedagogical methods to accelerate language acquisition and empower new immigrants to access eligible social welfare programs, ultimately enhancing their overall quality of life.• Collaborated with community organizations and shared project findings to advocate for improved educational resources and support systems for immigrant populations, promoting inclusivity and empowerment.

Zhaoqing, Guangdong, China

• Collaborated with senior analysts in conducting a $1.2 million M&A project valuation using DCF and comparable valuation methods. Formulated data-driven strategies using the McKinsey 7-S framework to enhance integration effectiveness and synergy alignment.• Offered interactive consultations to over 100 prospects to meet clients' individual investment objectives, implemented change management initiatives using Kotter's 8-Step Change Model, contributing $90k in revenue to meet the department's monthly KPI.• Worked collaboratively in a team setting to assist senior advisors in making investment portfolios and facilitated cross-functional communication within the team, optimizing budgeting, financial planning, and projections for streamlined project execution.

Guangzhou, Guangdong, China

● Provided online tutoring services for over 1780 students from remote impoverished areas in China, optimized resource allocation and budgeting plan. Developed long-term relationships with three primary schools and five middle schools.● Collect student data of different attributes on over 200 cities to help identify students in needs. ● Conducted cognitive research on remote learning for K-6 students, and helped teachers design strength-based pedagogy.

Guangdong, China

• Manage and cooperate with other licensed mental health counselors to provide online counseling services for patients who suffer from various issues such as mental health issues, substance use disorders, learning disabilities, parent-child relationships, workplace discrimination, Covid-19, etc.

Hong Kong, Hong Kong Sar

• Provided personalized education consulting services to over 18 clients at a studying abroad advisory company.• Designed A/B testing experiments to identify the causal relationship between promotion rates and customer volume loss.• Incorporated visual arts and digital marketing concepts to raise customer impression, including Search Engine Optimization, in web operation to facilitate the firm's digital transformation, resulting in a 1.5% increase in conversion rates.• Crafted a multi-channel social media marketing strategy using social network analysis to target specific customer segments, resulting in an expansion of the current customer base and a 10% increase in referral rates.

Bloomington, Indiana, United States

• Developed and implemented engaging lesson plans in English, Mathematics, and Geography for 6th-grade students, ensuring alignment with the Indiana Academic Standards and addressing diverse student learning gaps.• Conducted a comprehensive case study applying Maslow's motivation theory and Piaget's cognitive development theory to improve classroom performance, analyzing data to enhance student motivation and academic outcomes.• Collaborated with fellow educators to present findings and recommendations, promoting innovative pedagogical methods in classroom lesson plans to improve learning productivity and foster a positive, more engaging, equitable learning environment.• Explored innovative pedagogical methods in psychological education and incorporated them into classroom practices to maximize students' productivity and foster a positive learning environment. •Presented findings and recommendations to fellow educators to promote best practices in teaching and student engagement.

Master Of Science - Ms In Management, Digital Marketing, Major Gpa 3.70 | Cum Laude

Activities and Societies: MBA Consulting Club, MBA Marketing Club Awarded with Merit-Based Fellowship Coursework: Accounting Principles.

Bachelor Of Arts, Music, Minor In Visual Arts & Education, 3.78 | Cum Laude

Activities and Societies: Scholarship Awarded Coursework: Visual Arts, Design, Musicology, Literature, Education, Photography, Video.

Psychology, Transferred

Research Areas: Industrial Organization Psychology, Consumer Psychology, Business Psychology, Counseling, etc.