• Build and enhanced 80+ Tableau dashboards designed for expense evaluation, forecast analysis and KPI assessment of financial data, which surpassed the limits of traditional reporting by Excel, elevating accessibility and transparency• Used SAS to investigate 5-year sales data and prepared the dataset through preprocessing to develop a predictive modeling of insurance products, which helped to identify key drivers of sales and indicators of performance• Tested and fixed Tableau workbooks by checking filters, validating calculations formulas, investigating data errors, assessing responding time, etc. to ensure the efficiency and integrity of Tableau reports that 150+ users were relied upon

• Wrote SQL stored procedures to automate the daily generation and email delivery of 5 financial reports in SSRS and partnered with the Robotic Team to schedule SSRS report running jobs, resulting in a monthly time-saving of 13 hours for the IT team• Designed an interactive VBA tool featuring file path input and error message display to automate daily checks on 50+ Excel file updates, reducing repetitive tasks and preventing 90% human error in the manual process• Built GRS team’s SharePoint site to manage documents and integrated Power BI report for project progress visualization• Designed agile JIRA dashboards and conducted JQL queries to manage requests, enhancing project visibility and prioritization

• Designed, conducted and documented test cases for the company’s Microsoft AX based ERP system to validate functions of sales tracking, inventory and supply chain management, and delivered feedbacks to developers for system enhancement• Held Management Reporter training sessions, instructing 100+ users on accessing, generating and customizing financial reports

• Built information retrieval tools in Microsoft Access which enabled stakeholders to intuitively extract insurance data from relational databases and timely update data source, replacing Excel-based search methods and cutting operational time by 50%• Developed and enhanced VBA-based automation tools to generate and deliver hundreds of survey templates, business reports and notification emails on demand, which reduced 80% repetitive manual tasks for the marketing team• Wrote documentations including user manuals, project specifications, test results, etc. and actively engaged with non-technical users to deliver technical support and enhance user experience