• Build and present media performance forecasts to clients with scenario planning.• Identify KPIs and use predictive statistical models to provide insights and suggestions on media planning.• Create end-to-end tracked customer journey to optimize cross channel marketing model.• Partner with data team on data automation and transformation to streamline reporting.• Supervise data viz team on Tableau dashboard buildings to improve client reporting.• Build vertical-focused dashboard as a one-stop shop for marketing benchmarking.

Collaborate with media team, analyzing data from ad campaigns in order to generate insights and recommendations on how to optimize performance for closed-loop reporting.Forecast campaign performance based on historical data to optimize budget plans.Leverage Tableau, along with using Google Bigquery and Adobe Analytics and writing custom SQL queries, in order to efficiently create dashboards, conduct ad-hoc analysis on transaction and digital ad data.

Perform analysis on CRM and Google Analytics data to track and further understand potential revenue from marketing leads;Create and maintain Power BI dashboards on email campaign and social media data, in order to gain useful insights and enhance weekly reporting.Track and establish consistent reports on email campaigns; conduct analysis to improve email content and attract more attention.

Collaborated with the admission office and program director to execute the marketing and promotion strategies for the specialty programs oriented to Chinese students.Reached out to potential candidates and encourage senior year students to apply for the program.Stay in touch with targeted candidates and update them about news or events related to Weatherhead.

Reviewed the cash flow journals and prepared the financial statements for the Accounting Manager, including check of accounts payable invoices and contacting vendors to follow up with monthly transactionsContacted with the Auditing Manager about the annual report and audit process, including checking the transactions of bank accounts happened in last year, reporting the change of shareholders to State Administration of Foreign Exchange, to prepare for and ensure the company going public smoothlyWorked with departments and vendors to resolve discrepancies and invoicing problems, including correction of identified errorsSearched and calculated the inventory and bookkeeping labors hours using Excel to verify labor costs

Independently prepared and completed 117 income tax returns for individuals and families that earn up to $54,000 annuallyPrepared off site income tax returns for disabled refugees seeking assistance from parent organization of the International Rescue Committee Greater San Diego AreaAnswered questions through phone calls and scheduled appointments for clientsConducted on-board training for 75 new volunteers by walking them through the interview processes and tax return software

Assessed the current value of corporations and did background checks for the relationship managers, including both the reliability of asset registration and real estate transactionsChecked the source documents for relationship managers, typed in and verified the amount of each transactionFollowed up on income statement and cash flow information of existing business accountsContacted business clients to require the documents for the annual inspection, followed up with the documents collecting process, and reported the status of clients to relationship managers