Chloe Chan Email & Phone Number

• Conducted comprehensive business analysis in collaboration with key stakeholders, proposing KPI logic and BI visualzation strategies to drive organizational excellence
• Cleansed data from multiple sources, performing ETL processes using SQL, Power Query, and Python, while delivering well-designed data modelling solutions
• Developed high-quality Power BI dashboards, incorporating customized visuals for retail sales forecasting, ESG reporting, P&L analysis and strategic KPIs to empower top management in driving the business to new heights

Hong Kong SAR

• Developed various BI performance reports for top management, leveraging data analysis to identify root causes and drive target achievement
• Utilized SQL and SAS to cleanse and transform raw data into actionable insights
• Served as the BI claims report owner for the function team, driving claims performance and predicting loss ratios based on market trends

Hong Kong SAR

• Investigated sales report issue, creating an in-depth analytic report to have better insights of the performances, which lead to a 10% decrease in loss ratio and 5% increase in sales
• Established data validation rules and processes to minimize human errors in report generation
• Collaborated with IT team to create and enhance the online enquiry platform and point-of-sale (POS) system
• Managed workflow, documentation (functional specification and requirements), data migration, and user acceptance test (UAT)

• Managed statutory financial, sales, and reinsurance data reporting by extracting, reconciling, cleansing, and analyzing data with SQL, Access, and Microsoft excel
• Prepared performance planning reports for top management
• Automated recurring tasks through the implementation of VBA

• Developed marketing campaign and project plan
• Performed products pricing analysis

• Streamlined client matching processes by VBA
• Maintained client database and simplified data entry processes