Leading Consumer AI business health.

- Established success metrics in the SLT scorecard for Microsoft Plus, aiming to expand Microsoft's consumer ecosystem across various platforms including Windows, Edge, Bing, MSN, Microsoft 365, and Xbox.- Created the first monetization framework with SLT visibility, tying it to user adoption/engagement and spotting growth opportunities to guide strategy decisions.- Collaborated with consumer product finance teams to identify market opportunities, aiding strategic decisions and long-term planning for Microsoft’s consumer offerings.- Led the SD&C long-range planning alongside product finance LRP leads and the business strategy team, clarifying business goals and defining success criteria and critical paths.

- Led the revenue planning process, including presenting to executives to land revenue targets for the SMC segment across all solution areas.- Managed the end-to-end monthly close process for SMC- Corporate, transforming real-time analytics into actionable business health insights to guide leadership decisions.- Developed a productivity framework for SMB (Small Business) to evaluate ROI and calculate LTV / CAC for each sales channel across all solution areas, aiding prioritization decisions and pinpointing investment opportunities.- Created investment proposals for headcount allocations as well as other funding decisions.

• Led process evaluation project and coordinated with multiple departments to streamline business process by building process flow, establishing business controls, and identifying gaps and recommendation• Advised on business/IT risk issues for leading consumer industry clients transitioning businesses due to M&A• Coordinated with DT teams around the world to support global expansion for leading e-commerce client• Conducted Sarbanes-Oxley audit and Service Organization Audit (SSAE 18) for consumer industry clients, including access security and change management audit on cloud-based applications

• Worked with client’s process owners to access, analyze, and improve efficiency of the business/IT processes• Tested business/IT process on the design, implementation, and operating effectiveness of controls• Prepared reports and consulted with clients on document collection as well as compiling processes

•Valuated clients’ security prices by gathering and distributing market data from both vendors and models•Analyzed portfolio values and structures by VBA, SQL, Bloomberg Terminal, and other internal software•Tested and supported multiple valuation projects at the same time

• Used Quickbooks to conduct company’s financial analysis, create budget, and manage bank transactions.• Prepared for issuing shares to Neomobile SPA, reported budget to shareholders, and maintained investor relationships• Assisted in opening up Soundtracker’s Italian branch and building up teams by being in charge of the recruiting process• Developed Chinese market through social media platforms and managed Soundtracker’s APP in Weibo, Baidu, and Tencent

• Collaborated with the finance, production, and technology departments to assist the sales manager in promoting the sales of funds in Beijing district, receiving sales growth during market downturn • Reduced the promotion budget by 5% through renewing clients’ contact and making confirmation phone calls• Assisted in training the Wealth Managers of ABC and Bank of China by writing and presenting financial market reports• Marketed the company’s products to potential clients through cold calling, the internet, posters, and flyers

• Matched client demands and bank’s products by working effectively with wealth manager to increase sales by 35%• Gained thorough knowledge of RMB Investment Products, Open Funds, and Insurance Products• Multitasked as assistant to the President, Assistant to the Wealth Manager, and Customer Conductor• Wrote market analysis for the President as part of weekly report on district conference

• Proposed new insurance plan by using actuarial mathematics method to analyze client information
• Acted as the team leader of the Young Talent Program to interact with the children of VIP clients, provided basic wealth management training, and assisted in organizing small wealth management competition
• Assisted the Wealth Manager to gather and analyze clients’ information