Lori Luo Email & Phone Number

New York, New York, United States

Jersey City, Nj

Constructed and implemented KPI and program-specific reporting for business partners in Tableau Reporting focused on product performance and forecasting, client asset flows and retention, and Salesforce CRM trends.Worked collaboratively with leaders across the organization to translate their hypotheses into data-derived insights. Utilized Netezza SQL to pull and manipulate multi-million row datasets to address ad hoc analyses and business questions across metrics based on digital history, assets, transactions, Salesforce logs, and client satisfaction surveys. Synthesized findings and presented results to product managers and senior management. Coached and trained new analysts to rebuild forecasting process and data sources in production. Overhauled infrastructure for business line that had been misreporting for 5+ years. Became the in-residence expert in a product area outside of the team’s scope of work. Guided product owners and analytics teams through the process of recognizing errors and process gaps.

Greater New York City Area

Constructed and analyzed monthly financial reporting for advertiser billing and publisher payout in Tableau Reporting; worked as the liaison between Finance and Data Engineering to verify data accuracy and oversee additional deliverables and business metrics.Developed and analyzed data on Overdelivered Units across digital campaigns in 2017 and calculated the cost of overdelivery on a per campaign level; identified the advertisers incurring the greatest cost and presented findings and potential solutions to senior management. Communicated and collaborated with Finance, Client Services Managers, and Publisher teams to understand reporting and analytics needs; analyzed and addressed key questions and business decisions from senior management and product groups.

Greater New York City Area

Queried and delivered complex datasets and analyses for business partners utilizing SQL, Salesforce, and Adobe SiteCatalyst to address needs on client engagement and revenue generation, and targeted client populations for outbound campaigns and product launches. Developed and compiled recurring corporate-level reporting and dashboards in TIBCO Spotfire highlighting key metrics on brokerage asset flows, product performance and utilization, client interaction across digital and mobile channels, and prospect to client conversion.Structured and performed ad hoc analyses determining scope and success of web and mobile launches of Retirement Center and product release of Adaptive Portfolio; presented findings and conclusions to senior management and business partners.

New York, New York

Extracted and analyzed reporting for Merrill Edge in Microsoft SQL Server, spanning client contact history, client satisfaction surveys, asset performance, associate compensation, revenue generation, and client acquisition and retention. Coded and structured logic for weekly attrition reporting to account for internal client transfers and asset flows; performed ad hoc analyses based on weekly trends and presented findings to senior management. Analyzed and presented client revenue analysis for 1.5 million clients based on revenue sources, trading patterns, and asset allocation. Constructed a capacity and productivity model for advisors and managers, incorporating call and conversation volumes, net new money, trade execution, and associate compensation.

Greater Philadelphia Area

• Worked with team of MBA and graduate students to evaluate Nokia’s positioning and market opportunity in China’s emerging markets

Hopewell, Nj

• Extracted and analyzed data for Merrill Edge Advisory clients; identified key relationships between client contact, revenue, and attrition; presented findings and potential solutions to firm

• Worked in three-person team to conduct research for Dr. Americus Reed II in conjunction with the American College of Physicians to increase profits and membership base

West Point, Pa

• Researched market trends and competitive drug performance to produce reports and recommendations on potential market strategies and opportunities for insomnia drug Orexin (MK-4305)

New Hope, Pa

• Worked with owner Howard Cooperman to generate increased customer loyalty, repeat purchases, and community presence

Pre-Clinical DMPK Intern