Wq Tao Email & Phone Number

Melbourne, Victoria, Australia

Data Modelling and Analysis● Designed and implemented data models independently to optimise the customer extracting for campaigns, over 10 annual campaigns and numerous ad-hoc campaigns, consistently meeting tight deadlines.● Regularly queried the data with complex campaign structures in 3 months across multiple phases or 60+ segments.● Collaborated closely with the business department to understand their needs and provided data-driven insights to identify the most suitable supporters for each campaign.● Conducted root cause analysis relevant to reporting purposes, such as identifying a discrepancy in a supporter list caused by a third-party data import error, which resulted in only half of the expected. Power BI Report Management● Utilized visualization tools to analyze campaign results post-completion, providing clear insights and actionable recommendations for future campaigns.● Using Power BI pipelines to deploy reports, ensuring efficient and reliable content delivery while minimizing data usage interruptions.● Integrated reports into a Power App, assigning different permissions for various audiences to enhance data security.Process Optimization● Optimized various processes using SQL, Microsoft ADF and Microsoft Excel VBA.● Significantly reduced manual intervention, improved accuracy, and decreased processing time. Increase efficiency of the report generation process by 80%.

Melbourne, Victoria, Australia

Accounts Receivable● Conducted reconciliations and liaised with customers when necessary. Monthly workload: more than 200 customers and 2000 transactions. 25% overdue rate for each month-end, all outstanding invoices were recovered in the following month. ● Update the forecast cash flow based on previous payments with an 85% accuracy.● Complete monthly reports 1 day before the deadline for each month-end.● Calculate and issue customer rebates (around 50 customers) 1 day after month-end.Credit Control● Liaise with the warehouse and sales department, investigate the disputed sales and issue a credit. 60 approved credits/per month.● Analyse the customer's payment history and evaluate and manage the customer's existing credit limit risk (increase, decrease or withdraw.). No actual bad debt occurs.● Set up new accounts and do credit and background checks. 5 accounts/per month.Reporting Analyst● Involve in defining the source to target data mappings, business rules, and data glossary.● Investigate data quality issues and analyse whether they relate to operational processes.● Design and prepare interactive and intuitive dashboards and reports using Power BI to show the sales performed by the traders (monthly, quarterly, or yearly).

Shanghai, China

● Evaluated the customer by analysing the customer's financial reports and providing various credit services for customers' company operations, such as operating loans, letters of credit, bank acceptance bills, commercial acceptance bills, etc. 60-80 loans were issued yearly.● Track customer cash flow and bank transfer records, review customer operating risks, ensure that the use of loan funds is based on real and compliant business activities, and ensure the timeliness of each repayment. During my tenure, there was no bad debt or non-compliant use of bank loan funds.● Conducted periodic analysis of customers' reports (quarterly, monthly, yearly), update customer credit ratings. I manage about 15 to 20 loan clients at a time.

Shanghai, China

● Conducted daily transactions at the counter, including deposits, withdrawals, and account inquiries.● Maintained high accuracy and efficiency in processing transactions, ensuring compliance with banking regulations.● Assisted customers with resolving account issues and provided exceptional customer service.

Shanghai, China

● Completed monthly marketing targets for deposit balances, product sales, and precious metals sales, contributing significantly to the branch’s overall performance.● Provided banking transaction services and financial advice to retail customers● Developed strong relationships with clients by understanding their financial needs and offering tailored banking solutions, resulting in increased customer satisfaction and loyalty.

Boot Camp Certificate, Data Processing

A 24-week intensive program focused on gaining technical programming skills in Excel, VBA, Python, R, JavaScript, SQL Databases, Tableau.

Non-Award Of Professional Accounting Online Course, Accounting

A 24-week intensive accounting course focused on extending the knowledge in key areas of professional accounting. E.g. corporate finance.

Master'S Degree, Business Administration (Marketing)

A Part-time MBA master's degree focused curriculum designed for maximum career impact and practical business experience. Including.

Bachelor'S Degree, Digital Communication And Media/Multimedia

Activities and Societies: A Full-time bachelor's degree specialising in journalism, media and public relations. Building a portfolio.