● Prioritized and allocated project missions by setting up weekly project management plans, which QA the project completion quality, and improved project efficiency by 15%, from 2 weeks to 10 days.● Processed over 100K+ rows of data in Microsoft SQL Server adding new columns to allocate customer segmentation, analyzing asset composition and business volume and performing data governance for future dashboard development. ● Designed a sales relationship network system based on STAR schema database, visualizing with Power BI dashboard that developed KPI with DAX functions, empowering intuitive sales relationship management with great practical potential use for CNB Group.

● Conducted root-cause analysis of the big plunge of the market from 3+ perspectives including national policies and characteristics of the derivatives, summarizing the content to the financial report, assisting stabilizing investors’ confidence.● Visualized 2021-2023 stock data to identify the trends and implement time series models to predict the return for the future 12 months using Python, helping better evaluate the investment strategies.● Extracted and analyzed 5 key financial indicators from 4 different sources using Excel to provide investment advice.● Calculated the product purchasing conversion rate for 40 clients in Excel by using VBA, enabling sales team to evaluate sales performances and helping improve the sales team working efficiency.

● Built up a relational database by merging 5 customer information tables to improve query efficiency in MySQL and extracted 4+ required users’ metrics to provide explanatory data analysis, optimizing the allocation of loan limit. ● Updated critical customer information, including credit records, social insurance, and Real Estate Purchasing Agreements in CRM (Microsoft Dynamic), ensuring 100% data accuracy and the real-time ad-hoc request was delivered to the team