• Built lightweight data warehousing solution with custom ETL scripts in python to extract and house data from multiple sources (web API).• Built a predictive underwriting model using machine learning modeling techniques to improve tenant retention by 5%.• Provided critical business insights to senior management through data mining of large data sets.• Resolved issues that occur with existing reports and data quality.• Lead overall strategic direction of internal product and information architecture development by working with individuals across teams.• Created preliminary low-fi product prototypes and documented business requirements and user cases to communicate product vision effectively.• Served as the product owner for cross-functional development team, providing guidance as needed during the development process.• Prioritized and maintained product iteration plans and backlog in agile project management environment, consistently meeting deadlines set by stakeholders.

• Critically evaluated information gathered from multiple business units to analyze the organization, the business model and their integration with technology.• Created dashboard type reports using Powerpivot to track performance trends for multiple departments including Marketing, Accounting, Finance, Field Operations, and Call Center Operations.• Proactively communicated and collaborated with the field operations team to analyze information needs and optimize the maintenance workforce.• Created new marketing and operational initiatives to cut cycle time, improve efficiency, and increase customer satisfaction.• Structured the data and the warehousing system to accurately track performances of the contact center professionals.• Identified key performance indicators through extensive data research and analysis, working with structured and unstructured data.• Directed and monitored the work of over 25 contact center professionals while evaluating performance based on service level targets.• Forecasted and planned back office resources by analyzing historical data and trends.

• Worked on several deals, including sell-side M&A and equity financings; prepared valuation analyses and client presentations• Selected Transaction Experience:o Potential First Round Investment on Heavy Industrial Machinery Manufacturer Researched proprietary pile driver technology currently operating in U.S. as well as U.S. regulations on pile measurement standards; prepared valuations based on public company comparables, precedent transactions, and DCF. Created investor prospectus and participated on road shows to successfully raise CNY 100M of first round equity investment; worked closely with the Managing Director for second round investment and exit options.o State-Owned Enterprise (SOE) Agricultural Products Company’s Initial Public Offering Conducted due diligence and narrowed down public company comparables to be used in IPO valuation; created investor presentations for road shows promoting the offering.o Potential Sale of an Online Gambling Company Prepared valuation using public company comparables and precedent transactions; valuations showed the company multiples were significantly lower than the industry average and could raise its asking price given higher multiples in the Asian market. Created presentation outlining valuation of the online gambling company for the major shareholders.o Potential Structuring of a Private Equity Fund through Acquisition of Mining Assets Researched potential targets for acquisition and the process of creating a shell company to float on AIM exchange; worked closely with the CEO to meet owners of potential mining asset targets as well as private investors. Targets included rare mineral mines, oil fields, and precious metal mines in China and Mongolia with minimal geographical surveys done.

• Reviewed payments, withdrawals, asset transfers, and rollovers processed by Processing Analysts and CSAs.• Generated extra revenue through various ad hoc projects initiated by identification of system defects and data quality issue that helped the client teams exceed its revenue goals.• Maintained and managed various contacts including Highly Compensated Employees (HCE), government agencies, the Trust and the Plan Sponsor and answered their inquiries promptly.• Standardized and documented over 30 processes for ongoing administration and trained offshore associates in India to cut ongoing operating cost by 5 to 10%.• Gathered and analyzed statistical data of plan participants for different trends and new implementation ideas.• Prepared reports using complex and efficient queries in SQL for internal and external auditors.• Reconciled and balanced discrepancies amounting over $2 million in the clearing accounts of defined contribution plans. • Recognized with Enthusiastic Client Certificate (signed by the client) in 2009.

• Consulted with clients regarding their tax situation to gather relevant information for their personal income tax return. • Prepared balance sheets and P&L statements for small business clients with revenues more than $100,000 per year using Quickbooks.• Presented analysis on the impact of different state tax codes to clients in simple and understandable language.• Resolved taxation and regulation issues that clients faced with federal and state agencies regarding their businesses.