• Utilized Excel to maintain and analyze client’s sales data, identifying trends and outliers to provide valuable insights for monthly report• Developed an automated data pipeline using Python to efficiently extract and clean daily raw data, ensuring seamless loading into the database for enhanced data management and accessibility• Identified a flaw in the client's internal processes through quantitative analysis and subsequently enhanced data governance and internal management… Show more • Utilized Excel to maintain and analyze client’s sales data, identifying trends and outliers to provide valuable insights for monthly report• Developed an automated data pipeline using Python to efficiently extract and clean daily raw data, ensuring seamless loading into the database for enhanced data management and accessibility• Identified a flaw in the client's internal processes through quantitative analysis and subsequently enhanced data governance and internal management procedures• Concepted and executed qualitative and quantitative research, including desk research, analysis on competitive products, groups and online consumer surveys to support a CRM project, synthesis the research result into a client-facing benchmarking report• Helped to enhance the sales forecast model, integrated time series and correlated it with competitors and industry factors, resulted in a 26% increase in accuracy Show less

• Conducted in-depth analysis of actual financial performance against budget, performed comprehensive variance and ratio analyses, and provided insightful commentaries to senior management• Worked with risk analysis, attribution analysis and performance report of traditional and alternative funds• Assist in developing annual budget and timely forecasting plan (scenario analysis), and projected future earnings with cash flow statements by using various business assumptions… Show more • Conducted in-depth analysis of actual financial performance against budget, performed comprehensive variance and ratio analyses, and provided insightful commentaries to senior management• Worked with risk analysis, attribution analysis and performance report of traditional and alternative funds• Assist in developing annual budget and timely forecasting plan (scenario analysis), and projected future earnings with cash flow statements by using various business assumptions • Streamlined the financial reporting process by optimizing Excel and VBA functionalities, designed VBA templates with advanced formulas to enhance data accuracy, and achieved 70% reduction in report preparation time• Developed a Power BI dashboard to effectively monitor and analyze sales performance and operating expenses, providing actionable insights for informed decision-making and strategic planning• Communicated with marketing teams, product management teams, accountants, and senior management to support generating, consolidating, and presenting the forecasting plan Show less

• Leveraged Excel to analyze client’s financial report, identified a major gap between client and leading companies in the industry, proposed innovative strategies based on that, leading to a 300% sales increase for one client.• Gathered internal and external client data, utilized ROI, discounted cash flow and payback period to generate reports that reinforced investors’ confidence, contributing to project funding worth over $10,000,000.

• Examined operational and financial reports from loan and debt clients, performed thorough due diligence investigations, and synthesized findings to evaluate credibility of application materials• Combined the client’s internal data and purpose with external information such as policy shift, macroeconomic factors, industry initiatives and market trends to assess the risk of each application• Delivered unfavorable assessment to the manager for six loan applicants after investigation… Show more • Examined operational and financial reports from loan and debt clients, performed thorough due diligence investigations, and synthesized findings to evaluate credibility of application materials• Combined the client’s internal data and purpose with external information such as policy shift, macroeconomic factors, industry initiatives and market trends to assess the risk of each application• Delivered unfavorable assessment to the manager for six loan applicants after investigation, proposing recommendations to mitigate risk exposure, resulting in reduction in risk exposure by $12 million • Employed SQL for data cleaning and sorting, utilized Power BI to create compelling data visualizations, and leveraged the results to bolster the semi-annual department report with accurate and insightful information Show less