• Process 10 years of the investment portfolio for over 4000 institutional holdings to provide users more information about investment and attract more paying users• Extract data with SQL and create automation for processing 13F-HR filing with Python to calculate the quarterly portfolio changes in holding values and holding numbers for each institution• Evaluate investment return based on investment growth and volatility for each institution and visualize the top 5 change of institutional holdings for each quarter• Communicated with the front developer to improve the way of displaying data

• Processed over 1 million of historical financial records and provided conclusions to increase and maintain the quality and reliability of data• Analyzed four years of journal entry data to provide senior management key insights about improving the business process for data entering• Extracted detailed information for each record to identify the types of the journal entry and reformatted the data for visualization usage in Alteryx• Identified hidden patterns, trends, and anomalies from three perspectives through data visualization in Tableau and reported the accounts with potential fraud based on risk assessment

• Increased analysts’ ability to put data together comparing forward-looking flight performance with the historical average booking curves• Created a visual format of flight curves to improve analyst adoption of information through simple click of and search• Reorganized data of flights in Alteryx and built dashboards in Tableau to show alert of abnormal flights for specific markets or dates and to provide analysts directions for further research