James Lin, Cfa Email & Phone Number

Basking Ridge, Nj, Us

Corporate System Group (CSG)

Basking Ridge, Nj, Us

• Performed the data analytics of the performances (AHT, OCC, SHR) of the Partners and the internal teams and established the source SQL codes for the input of the DS model in the BGCO FTL project• Engaged in the data strategy and planning executive discussions of the Digital Customer Experience to help streamline the end-to-end data flows for the project• Supported the data preparation for the VBG Bill Shock model, BGCO NDCIR issue/ECE Dashboard, V2B Inside Sales FTL• Participated the discussions on the Real Time Marketing, Proteus, Business Service Personalization, BlueJeans Data Extraction, Billing Transformation project discussions

New York, New York, Us

• Supported critical Operational Risk initiatives, process designs, and project management in Data Science areas: Security Entitlement, Data Provisioning, Data Governance, regulatory reports/dashboard, and advanced analytics with Predictive modeling and NLP• Initiated Tableau proof of concepts (PoCs) in Report & Dashboard Program with requirement gathering, data model/analytics designing, and report/dashboard wireframe formatting in the areas of Internal Losses, Issue Management, Management Control Assessment, and Risk Identification• Performed implementation and governance of program management analytics, standards, reporting, and closure process for the Report & Dashboard / Fraud Risk Tool Program: prepared Program/Project Scope Documents, hosted twenty UATs and Prod release, oversaw the plan execution and budget burning rate

Dallas, Texas, Us

• Utilize VBA/SQL/R and data visualization tools to enhance the efficiency of the Cost, Pricing, and Finance data analysis process: Buyer’s Info Dashboard, Pricing Model, and FP&A variance reports • Establish complex financial models to improve KPIs and FP&A Process: A/R and inventory Turnovers, A/P discount earned, plants cost/benefit, branch performance, and P/L• Support the continued optimization of revenue and gross profit by creating predictive linear/logistic models to increase the visibility of pricing decisions and resulting revenue outcomes and by developing simulations to measure the impact of potential pricing strategy changes

Dallas, Texas, Us

• Partnered with Planners and Branch Managers to conduct multiple regression sales forecast for all branches, and with Buyers and MFG managers to estimate the COGS forecast• Assisted in yearly financial budgeting and monthly forecasting/reforecasting through Distribution Plan for fifty-three branches, Inventory Plan for eight hubs, and Capacity Plan for five plants, as well as presented the P/L, variance analysis, and long-term financial insights to executives • Provided operational analysis: overbuy, excess inventory, inventory/AR/AP turnovers, capital liquidity to foresee the inventory shortage, suggest additional purchase, avoid cash shortage, and proceed financial analysis; Developed relationships with relevant internal stakeholders across the organization to explain the results• Participated in new ERP implementation for pricing and research for different pricing structures/models; Develop and analyze the pricing database to determine the pricing adjustments for ten product lines and over ten thousand customers in order to stay competitive and profitable

• Conducted financial modeling for fifteen weekly portfolio valuations and two quarter fund reports• Conducted ten start-up due diligences and met with four new potential start-up companies• Produced year-end review report of fifteen portfolio balances for management’s review and assisted in asset allocation decisions

Taipei City, Tw

• Accumulated market data of automotive electronics and telematics, self-driving and electronic vehicles, and regulations within 13 countries to conduct 2 monthly Macroeconomic reports• Counseled with Yulon Motor Co. Ltd. regarding Electronic Vehicle on customer behaviors and advised the product development with 2 different electronic vehicle products

Encino, Ca, Us

• Reported and built models regarding market price projection, break-even analysis, and sales forecasts for 6 products• Established financial report framework and pivot models for year 2012 and 2013 annual reporting and helped GAT to communicate with CPA firm

Taipei, Taipei, Tw

• Performed monthly close assistance, budget vs. actual comparisons, and management presentations with explanations of financial results for 12 months• Provided DB plan pension return objective and risk control, due diligence of new investment, and analyzed asset allocation option of $10M with monthly evaluation and reporting assistance

Singapore, Sg

• Accelerated compiling nearly 3,000 expired credit card application forms within 1 month• Analyzed system and boosted Personal and Auto Loan disbursement/data capture from 40 cases to 70 cases/day and assisted in monthly loan situation reporting• Directed two 10 minutes films for Staff Townhall and Treasure Night

Master'S Degree, Finance, General

Other: Post Secondary Certificate, Finance, General

Exchange Student Program, Liberal Arts And Sciences/Liberal Studies

Bachelor'S Degree, Geology/Earth Science, General