Business and Finance Experiences

Business and Finance Experiences
Opportunity Junction
Data Analyst

• Managed Salesforce Database for the organization; Maintained and upgraded the data structure across 10+ objects and 300+ data fields with proper validation, workflow, process, and so on; Optimized staff data entry interface; Implemented Lightning interface
• Data Mining: explored and restructured raw client data; Transformed it into analyzable data form in order to get the most information
• Conducted data research on questions raised by program teams
• Set up Python Jupyter Notebook server using AWS services; Implement Salesforce SQL for fast data query and analytics; Built Python program to automate daily reporting and data monitoring
• Built statistics model to predict program performance and optimized client target groups

Sacramento Asian Pacific Chamber of Commerce
CRM Analyst

• Developed a series of client service metrics that are still being used to measure Chamber client needs
• Responsible for gathering CRM information and developing a comprehensive report once a month for management
• Assisted in developing several database procedures that made CRM research significantly easier
• Utilized Salesforce to update data, import external data, generate report; optimized data structure; designed internal data report process
• Extracted Salesforce data into other data warehouse and perform further analysis using Python, and SQL, query, create, integrate, ETL, concatenate, interleave, merge datasets
• Designed Python bots to automate data gathering and cleaning processes

The Evans International Law Firms, TEIL Firms, LLC
Business and Financial Consultant

– Took the responsibilities to plan the firms marketing and business development resource allocation and risk management strategies
– Review financial statements and analyze sales revenues, costs, expenses, and tax rates
– Cost Management: Estimated project cost using the bottom-up estimating technique; Conducted cash flow analysis to determine periodical working capital, and decided reinvestment rate
– Identified the detail of operation, compliance and reputation risk that the firm may bear, prepared risk documents and calculated yearly VaR based on quantitative models, determined optimized target client niche
– Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies; Create and deliver presentations, providing recommendations on short- and long-range ROI.
– Tracked project progress and ensured internal communication using Trello; Prepared internal marketing and risk management documents
– Improved operational efficiency of financial systems through the implementation of streamlined data-management procedures by Salesforce and Mycase legal database.

Traditum Group
Assistant Trader

• Implemented Pair Trading strategy on securities market trading; designed Python program to screen high correlated stock pair to trade; Yielded stable spread returns

• Utilized Python programs to calculate stock Beta, correlation, z-score, and Technical Analysis indicator to show stock’s trending   

• Explored other trading opportunities by screening momentum stocks and analyze stock mean reversion and calculated its half-life for trading

Oberweis Securities
Market Risk Analyst

– Calculated short term and long term VaR for the firm equity, fixed income, and future market portfolio; Reported to the Manager to make sure enough capital reserve
– Calculated daily Beta and Delta exposure on the firm’s equity market portfolio
– Assisted in testing and adjusting PD, EAD and LGD models under the Basel III framework on fixed income instruments
– Assisted in conducting Monte Carlo simulations to forecast daily VaR on security portfolio using Python
– Optimized risk management practice by accounting for Time Decay on options contracts, and Mark to Market on future contracts; Deployed Tailing the Hedge technique to determine hedging ratio
– Cooperated with the trading team to monitor foreign currency risk exposures on a daily basis