• Conducts data analysis including customer segmentation, CLV, cohort analysis, online/offline conversions, etc. to support new initiatives that help increasing upselling & reducing attrition rate• Generates and presents periodic performance evaluation reports for our main partners (Google Hardware, Dolby Laboratories, etc.)• Automates data reporting process for Partner Success team, saving over 10 man-hours monthly • Creates predictive model to flag potential customer churn using BigQuery Machine Learning & JMP• Sourced 300 B2B leads with 4% conversion, which contributed to 2.8% increase in MRR within the first 3 months

• Equity research• Portfolio optimization & performance analysis based on environmental, social and governance (ESG) criteria

Financial budgeting project with Spa Radiance, a small business located in San Francisco

• Performed operational due-diligence and financial analysis (DCF) for capital investment projects• Developed KPIs and led ERP implementation project to increase operation efficiency by 40% for domestic & international transportation department• Facilitated import/export transaction with shipping agencies across Asia and Europe

• Developed property investment pro forma model via Excel to analyze multi-family and commercial properties acquisition and transaction investment.• Conducted financing option analysis, market research, and legal due diligence.• Conducted operation budget planning for a $30 million commercial property portfolio, and reported portfolio’s monthly performance to management• Prepared company’s internal profit and loss reports monthly

• Conducted market research in Southern California region for Phoenix Salon Suite®• Maintained client relationship by creating promotional materials for special occasions and holidays• Created marketing campaign to increase brand awareness and brand value