Steven Li

Experience

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  GF Futures Co., Ltd

  Aug 2017 - Sept 2017

  Data Coordinator

  • Maintained MS Access database for customer data; entered, organized, and evaluated data sources to minimize inconsistencies and ensure data quality control. • Assisted in the formulation, revision, and visualization of seasonal sales reports, financial reports and research data reports using Excel, and preparing presentations using MS PowerPoint. • Filtered and extracted customer data from company’s database to generate potential sales lead report. • Collaborated with product analysis team to analyze the default risk for commodity futures (Gold, Silver).• Responded to customer inquiries and team members in a timely and professional manner. Show less

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  孜循Edu(Zixun Edu)

  Sept 2019 - Mar 2020

  Marketing Data Analyst

  • Acquired data from primary or secondary data sources and maintaining customer database.• Collaborated with technical team to maintain the company website with HTML and CSS. • Developed and automated standardized reporting dashboards focusing on key metrics and diagnostic levers critical to measuring ongoing digital marketing campaign effectiveness and web traffic, including SEO, paid, email, and social media marketing.• Designed and conducted market research survey through Survey Monkey and Google Form, extracted data from survey report using Excel for supporting product development. • Monitored website performance, supported customer segmentation, and build customized reports in Google Analytics; provided deep-dive analytics on the demographics, psychographics, and product propensities of existing and potential customers. • Collaborated with marketing team to create and design ads and advertised via Google Ads and Facebook Ads.• Leveraged sales information to build dashboards for data visualization in Excel for annual sales reporting, providing a snapshot of key metrics for category performance, customer acquisition, and customer retention. • Performed keyword, industry and competitor research to inform content marketing strategy.• Trained new employees on manipulating consumer data and developing the evaluation process. Show less

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  TD

  Jan 2021 - Aug 2021

  Operation officer
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  安永华明会计师事务所(特殊普通合伙)上海分所

  Dec 2021 - Mar 2022

  Financial data analysis

  Imported text data from clients’ financial data systems in SQL, Alteryx and Python to create clients, accounting database to general queries and reports on receivable and revenue trends, analyzed clients’ financial statements and financial data and conducted financial analysis.● Participated in the development and upgrade of funds flow reconciliation service, compare the bank flow provided by the project team with the current account, screen out the items with irregular accounting and underlying fraud risks.● Reconciled financial statements and data and imported to GLA & SLA databases, and generated reporting dashboard. Show less