Junzhen Lu

Junzhen Lu

Financial Services Consultant

Followers of Junzhen Lu245 followers
location of Junzhen LuIrvine, California, United States

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  • Timeline

  • About me

    UCI MSBA 2024 | Business Analyst

  • Education

    • University of California, Irvine - The Paul Merage School of Business

      2023 - 2024
      Master of Business Analystics
    • California State University, Long Beach

      2019 - 2022
      Business Finance

      Activities and Societies: Chinese Students and Scholars Association President 2021 - 2022 Honor Student

  • Experience

    • Industrial Securities, Qingdao Branch

      Apr 2019 - Sept 2019
      Financial Services Consultant

      1. Studied the characteristics of different kinds of funds and stocks and suitable client groups2. Introduced new favorable policies on funds and stocks to clients3. Reminded clients to increase or decrease shareholdings according to stock indexes and fluctuations of individual shares

    • Danone

      May 2023 - Aug 2023
      Data Analyst Intern

      1. Project aims to establish a comprehensive data strategy using the Consumer Data Platform (CDP) for optimizing the consumer journey across various touchpoints.2. Utilized query tools and Python to explore and organize data from these touchpoints, assessing both quantity and quality.3.Collaborated with cross-functional teams, including IT, Legal, and Compliance, to streamline access and processes, ensuring regulatory compliance while maximizing data asset potential.

    • Edwards Lifesciences

      Jan 2024 - now
      Student Data Analyst
    • Indust Solutions

      Sept 2024 - now
      Project Coordinator & Budget Analyst

       Conducted budget analysis based on service reports and operational data, ensuring accurate cost assessment, expense tracking, and financial planning for industrial maintenance projects. Prepared detailed cost breakdowns to support decision-making and budget adjustments. Collaborated with Anheuser-Busch personnel to review budgets, track expenditures, and maintain alignment with project requirements. Provided data-driven financial insights to optimize resource allocation and improve cost efficiency. Managed workforce schedules, procurement processes, and overall project logistics, ensuring seamless coordination of labor, materials, and timelines to meet project deadlines and maintain operational efficiency. Show less

  • Licenses & Certifications