Kate Lee Email & Phone Number

Remote First, Us

Remote First, Us

San Jose, Ca, Us

Manager, Payment Product & Engineering Analytics Lead analyst of Strategic Bank Partnerships and Payment Experiences. Collaborate with multiple analytics teams to deliver end-to-end analytics readouts for new payment product launches. Identify product issues by analyzing user drop offs and work with cross functional teams to resolve the issues.  Mentor and manage Contractors, delegate and prioritize tasks, lead requirement/logic/deep-dive discussions for building robust dashboards and discovering issues. Manage expectations with stakeholders to ensure timely deliverables. Owner of global and regional bank platform and product metrics. Provided strategic value-add insights and analysis through robust dashboards to support the Bank Product team, and identified opportunities to improve the Bank Platform experience. Supported data instrumentation and reporting for key Bank product launches. Conducted Monthly Bank Platform Health Review meeting to inform PMs and Executives on the latest bank origination and return trend. Provided deep dive and root-cause analysis on trend anomaly. Derived actual transactional expense impact and funding mix shift analysis for new bank products. Created Tableau Funnel Report to monitor third-party bank confirmation effort. Tracked conversion rate and error rate, made recommendations to Product Managers on correcting internal errors to improve conversion rate.  Work with Product Managers to build business cases and project benefits to quantify and prioritize opportunities.

San Jose, Ca, Us

Act as an effective and action/solution-oriented bridge between business objectives and data products. Lead collaborations and discussions among cross-functional teams for effective solution-building or issue-resolutions.o Partner with Global Core Payment product managers to define requirements in key initiatives to improve customer experience and reduce transaction expense by proactively confirming customer’s bank Funding Instrument and increasing customer’s debit card transaction limit. o Collaborate with offshore engineers to drive projects to success. Create user stories and walkthrough technical requirements in grooming sessions. Create test plans to ensure data quality and accuracy. o Established a framework that enables Risk analysts perform model simulation by moving business logging data from message bus to Hadoop, then to Teradata, and finally send resulting dataset to users as flat files. o Successfully implemented Entity Linking project, which was a significant move forward for PayPal to expand from account level to entity level view. This data product is widely used by analysts for risk prevention, mitigation and business enablement initiatives. Aligned Data Technology’s overall strategies by driving and managing Risk Operational Environment (ROE) framework which freed Risk Analysts from sustaining operational tasks while providing them with flexible production environment and quick turnaround time. o Oversaw 100+ job processes. Created batch job execution reports in Tableau to monitor batch job performance, send alerts on exceptions, and define KPIs to validate business logic. o Selected as the Product Owner for the ROE Agile team. Created the team charter and vision. Engaged as an intermediary between business units and team members to build acceptable user stories. Prioritized the user stories based on the business ROI and urgencies. Created and maintained roadmaps and backlogs.

San Francisco, Ca, Us

• Act as business liaison to bring new data into the Wells Fargo Business Modeling Group. Interact with business partners for their business requirements and data needs. Develop business specifications by defining the business purpose, metadata, transformation rules, ERD, table structures, joins and indexes. Facilitate and oversee the ETL process, review and audit the data before the tables are automated to production. • Gathered project requirements by translating end users’ reporting needs into technical requirements, create data mapping and design documents, extract data from Oracle/Teradata/DB2 data sources and create SQL Server OLAP cubes using STAR schema, utilize the in-house data analysis tool to create front end web reports. Create design documentations and user manuals. • Interact with clients constantly to ensure data accuracy and service satisfaction.

Dallas, Tx, Us

Analyst (9/2004 – 10/2005), Back-End Development, AT&T On Line• Primary developer for Cingular monthly releases on SWOT (Single Web Ordering Tool) application for att.com. Customized Cingular XML feed,updated stored procedures, modified and ran the java conversion program that parsed the feed into the Oracle Database. Created SQL queries and scripts for data validation. Analyst(7/2003 – 8/2004), Data Acquisition Team, EDW• Mainly responsible for extract and transform part of the ETL process. Designed and developed COBOL programs for Projects that required data extraction and transformation. Interacted with clients, data analysts, data modelers and DBAs for building business rules. Developed Physical Design documents and Unit Test Plan documents. Participated in code walkthroughs, tested and implemented the programs. Associate Analyst(2/2002-6/2003), Data Acquisition Team, (EDW)Student Manager(6/2001-8/2001), DBA Infrastructure and Architecture, (EDW)

B.S., Computer Information System

Executive Program - Product Management