Advisory-Financial Industry Services

Advisory Services

-Effectively interacted with client through physical meetings, company visiting, conference calls and emails to gather client’s outcome requirements/expectations and clarify business needs-Understood the features and functionalities of the Claimsparency’s SaaS based platform by practical utilization as a user-Created project charter defining and detailing scope of work and work plan based on the client’s requirements and business needs-Conducted in-depth researches on the competitors; created client satisfied go-to-market strategies based on the research results; effectively reported the progresses and the final plan during the mid-term and final presentation and answer client’s questions; prepared key documents to help clients better understand the content of the presentation

- Gathered requirements and understood business processes; created related documents to detailing the businesses of bookstore- Visualized the entities and relationships in the business scenario by creating ER diagram and data dictionary- Successfully built and presented prototype of a functional database by accurately converting entities, relationships, and attributes to database language, connecting each table, and adding triggers to allow automatic changes

- Researched 30+ domestic and overseas’ cases about application of big data in transportation planning and project framework- Summarized and presented project research results to executives- Interacted with cross-functional team and became familiar with basic concepts of data mining, data modeling, and data analyzing- Wrote bidding document of the transportation project and researched related requirements and government policies

- Communicated with office director about permission of cooperation and interviewed multiple project stakeholders- Led team members in detecting issues raised in the workflow and gave multiple feasible solutions; assessed the feasibility of each solution and gave each solution a score based on the feasibility- Effectively used 10+ tools (customer profile, UML use case diagram, service blueprint, competitive and weighted feasibility analysis, flowchart, etc.) to analyze and solve the problems in the client working processes

- Successfully built customer profile, conducted in-depth analysis on the business model, pricing strategy, and marketing strategies- Communicated with client about their potential problems and provided feasible suggestions based on the current business status and financial statements

- Created and designed accounting software handbook; saved at least 30% of time for other co-workers in book keeping- Met quality and accuracy standard in accounting for 3 clients based on their reported daily transactions - Communicated with clients about problems found in book keeping and in their transactions - Increased the work efficiency by mentoring other co-workers through knowledge transfer and answering their questions

-Studied Bank Client Manager Working Guidelines; assisted business manager with administrative tasks, customer communications and clientele relations-Visited clients with business managers; delivered necessary documents to clients-Helped the department purchase clients’ gifts, monitor the logistics, check product quantity and quality, and keep the up-to-date inventory record; leaded a 20% of gift budget savings

-Marketed company by creating and designing brochures for an advertising event-Contacted qualified printing houses, compared the price and quality; negotiated with the decided printing house with the price and brochure printing requirements; checked the quantity and quality of the finished brochure-Helped plan an advertising event and represented company at the event-Gained comprehensive knowledge of essentials of insurance products and communicated with clients on features of certain insurance products