Vicky Yu Email & Phone Number

Los Angeles, Ca, Us

Glendale, California, United States

- Served as the dedicated data analytics resource for the Lifecycle Marketing team and the bilateral business partnership team, responsible for developing robust end-to-end dashboards for KPI tracking, as well as delivering data insights on regular basis to aid in strategy formulation and business performance assessments.- Utilized large datasets from various sources, such as Google Analytics and Amplitude, to to create data pipelines that served as semantic layer for downstream report-building.- Collaborated with cross-functional teams on various marketing and product initiatives, offering data analysis and dashboard building expertise to inform decision making- Worked closely with the data engineering team to provide technical requirements for establishing data pipelines based on reporting needs and business objectives.

Santa Monica, Ca

- Created queries that process data from multiple data sources for periodic reports, adhoc analysis and underlying datasets that feed into Tableau dashboards.- Designed various interactive Tableau dashboards that provide comprehensive key metrics along with data visualization.- Supported Brand Leaders in areas such as recommending product pricing strategies, assessing the impact of promotion campaigns and other marketing initiatives, as well as tracking and interpreting sales performance.- Developed algorithms for revenue / cost allocation and revenue grossing, calculated brand return rates, as well as segmented nutritional product retention rates, in support of various needs by FP&A.- Conducted clickstream analysis for web traffics in order to identify opportunities and to improve cross-sell, up-sell and special offer practices.Key achievements:- Built a Network Daily Dashboard, with its source data update fully automated, that encompassed the major KPI’s of the network business with multiple comparisons, tracking performance with budget and forecasting period-end results. It’s embedded with interactive features that enable users to drill up and down to different granularity levels, change date range and data attributes, and switch views between sales units and revenues.- Collaborated with IT and other groups during a major system integration and corporate data migration event on data mapping and quality assurance. Mitigated data delivery disruption by renovating existing queries and dashboards accordingly during the data environment switch transition.- Built a brand retention model that incorporated with future return forecast, and demonstrated the data in a dynamic Tableau dashboard.

Costa Mesa, California

- Analyzed search/match quality for batch files and provided review report, as well as search/match enhancement recommendations to regional product management and sales.- Participated in re-designing match qualification rules; conducted new rules testing in staging environment; provided qualitative and quantitative testing result analysis to business stakeholders.- Created and maintained Excel macros in processing tools to increase automation and improve process quality.

Greater Los Angeles Area

- Optimized banking service utilization at each sub-entity by identifying redundancies, streamlining fee analysis and proactively seeking superior alternatives to ensure cost-efficiency resulting in millions of cost reduction annually.- Conduct quantitative and qualitative evaluations for various treasury solutions; document results and recommendations to treasury and financial managers.- Create various SQL scripts to generate data sets for Treasury's periodical reports.- Establish treasury and bank service-related KPI's that provide business insight to financial managers, as well as identifying efficiency-improving opportunities.- Prepare various PowerPoint presentations for Treasury Department.- Identify technical and non-technical treasury operation issues and communicated with internal IT groups and third-parties for resolution.Key achievements:- Built "Bank Selection Pro Forma" for sales group to select most cost-effective bank for new agents based on geographical location, expected services and activity level.- Developed algorithm and created SQL script to forecast intra-day cash deposit by analyzing historical data from multiple sources.- Coordinated implementation of bank fee analysis software; managed and maintained system database; created excel VBA macros, built billing code hierarchy to re-align service charges across banks, and wrote SQL scripts to generate various reports from software database.

Greater Los Angeles Area

- Created various financial reports for Special Assets Group and Credit Administration periodically, including problematic loan portfolios, delinquencies, credit risk portfolio migrations and overall credit portfolio health.- Supported Special Assets Underwriters by analyzing various financial statements and tax returns of their clients.- Coordinated notes sale bidding process for Special Assets Group.

Greater Los Angeles Area

- Provided product KPI’s through product usage and profitability analysis to assist executives with decision-makings.- Coordinated and facilitated communication between IT, 3rd party vendors and product managers when designing frameworks for new product operations, platform integration, and during multiple acquisition event.- Automated multiple periodic reports with SQL queries and MS VBA macros.- Advised sales and relationship managers regarding customizing products for special clients.

Greater Los Angeles Area

- Managed commercial billing process, including handling periodic work flow, designing proper billing methods for new products, maintaining fee billing system, monitoring accuracy of billing data sent by third party vendors and resolving billing issues.- Maintained Account Analysis System and provided advice to internal customers regarding the system.- Managed work flow of insured deposit product, monitored and ensured accuracy of daily funds movement,accounting book entries and interest rates.- Provided solutions to sales to accommodate special needs of some clients.

Greater Los Angeles Area

- Responded to inquiries from external and internal customers regarding Treasury Management product-related issues.- Assisted with Treasury Management document fulfillment; escalated issues and special needs from the field to sales consultants or department manager.- Implemented customer setups for various types of Treasury Management products.- Provided Treasury Management product training to customers.

Berkeley, California

- Managed organization's financial operation.- Organized fundraising activities.- Wrote up annual budge plan to university student association committee in order to apply funding source.

Mba, Football Industries

Bachelor Of Arts - Ba, Applied Mathematics

Entry Level Accounting Certificate, Applied Math; Accounting