Jackson Chen Email & Phone Number

Co-Funded and developed the E-commerce retail business, with responsibilities including cooperating with 3 local suppliers to building customer databases & effectively manage 100+ products inventory data in SQL database and inventory on 5 online platforms, overseeing daily operations in ExcelIdentified customer requirements and behaviors by data analysis using transaction data and maintaining relationships with existing and targeting customers to seek potential market opportunities and expand the businessManaged financial and budget activities, analyzed monthly P&L and sales reports in Excel to maximize profitability and set prices based on customer demand and selling performance

Toronto, Ontario, Ca

●Proactively engaged with 40+ clients daily in the branch and delivered outstanding service experience with consistently high customer satisfaction ratings above 95%●Identified opportunities for cross-selling and referred 10+ potential clients per month to partners in various departments (Private banking, Wealth management, Financial planning) using data analysis, mainly focusing on retirement planning●Managed risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

●Responsible for designing & building monthly and weekly reports delivery to management using Excel & Tableau (visualization reports) to track business operation●Utilized ETL in SQL to maintain business/clients/product information including appending data into database and manipulate database to created efficient solutions for clients who are seeking for data service.●Created risk management analysis using Excel &VBA to predict weather, cost analysis & no-show attendees risks, designed backup plan