Charles Lee

Charles Lee

Post Undergraduate Researcher

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location of Charles LeeGreater Sydney Area

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  • Timeline

  • About me

    Director | Data & AI at PwC Australia

  • Education

    • University of Bridgeport

      -
      Martial Arts Studies with a focus on Chinese philosophy, Semester
    • UC Irvine

      -
      B.A. Bachelors of Arts Economics

      Activities and Societies: UCI Taekwondo Team

    • 北京语言大学

      -
      Mandarin Chinese, Semester Abroad
    • UC Irvine

      -
      B.A. Bachelors of Arts Chinese Studies with an Emphasis on Chinese Language and Literature

      Activities and Societies: UCI Taekwondo Team

  • Experience

    • UCLA

      Jun 2010 - Aug 2010
      Post Undergraduate Researcher

      Directed Research: Chinese Martial TransformationI conducted Directed Research under Dr. David Schaberg and Ph.D. Candidate: Nathanial Issacson. Referencing both Chinese and other East-Asian countries’ history to study sustainable long-run models of archaic military skills, I conclusively, deduced martial transformations were vital in creating a sustainable long-run model for archaic military skills.

    • Peking University IELI

      Feb 2011 - Dec 2011
      Research Analyst

      As a Research Analyst, I was responsible for conducting industry research through open and closed sources. Combining quantitative data to create graphs of financial investment. Successfully producing informative industry research briefs. Monitoring stock fluctuation and market trends.

    • CERNET Education Development Co., Ltd.

      Feb 2011 - Jun 2011
      Independent Consultant, Pro Bono

      (Short-term Project: Economic Advising on Chinese Graduate Unemployment)I conducted short-term economic research on Chinese graduate unemployment. To do this, I applied economic theory and analyzed historical data to determine causes of Chinese graduate unemployment. After conducted statistical analysis to verify assumptions of the Chinese unemployment model, I developed an effective employment matching function between employers and graduates

    • 北京大学

      Dec 2011 - Mar 2012
      Independent Consultant, Pro Bono

      (Short-term Project: Market Strategy for a Complex Bio-metric Product)Led a team of researchers and consultants to develop a market strategy for a complex technology product. Our team conducted an internal analysis of product’s initial market segment(s) and potential for leveraged expansion. Ultimately, we successfully derived a targeted niche market strategy for the complex technology product.

    • IBM Promontory

      Aug 2012 - Jan 2013
      Consultant, MIS Reporting and Analytics

      Contracted for MIS Reporting and Analytics, I served as a consultant on the Independent Foreclosure Review pursuant to the Office of the Comptroller of the Currency 2011 Consent Order. My daily analytic functions included reconciling with the servicer for database integrity and regularly producing dashes, PPT decks, and reports conveying information for over 900 Analysts on the project. Going above and beyond expectations, I modified and produced daily a Production Model that conveyed over 600 Complaint Review Analysts’ production. Additionally, I developed and produced a weekly Efficiency Rate Model and Forecast on individual Analyst’s hour-production ratio. Through collaboration, I assisted in developing a Lever Model to reforecast future production using the hard forecast’s variance. These contributions increased synergy and production on the Project. Show less

    • Mu Sigma Inc.

      May 2013 - Mar 2014
      Associate

      I was assigned to a long term engagement for a large pharmaceutical company, consultative of Marketing Analytics. Current and past projects include development of methodologies to optimize Television Ad Share of Voice, descriptive ROI analysis of Speaker Series Campaigns, auto-regressive modeling to predict YoY Market Share. General utilization of Excel, SAS programing, and collaboration with Business Outsourcing Teams for project deliverables.

    • PwC

      Mar 2014 - Jun 2017
      • Senior Associate

        Jul 2015 - Jun 2017
      • Experienced Associate

        Mar 2014 - Jun 2015
    • PwC Australia

      Jul 2017 - now
      • Director

        Jul 2021 - now
      • Senior Manager

        Nov 2020 - Jun 2021
      • Manager

        Feb 2019 - Nov 2020
      • Senior Consultant

        Jul 2017 - Jan 2019
    • UNSW Business School

      Feb 2023 - now
      Guest Lecturer

      I guest lecture on request on Responsible AI and Generative AI applications in industry at AGSM Undergraduate and Graduate, and MBA programs (INFS3603, INFS5700).

  • Licenses & Certifications

    • Certificate in Time Series and Forecasting

      The University of Chicago Graham School
      Aug 2016
    • Certificate in Simulation Modeling Training

      The AnyLogic Company
      Oct 2015
    • Certificate in Advanced Mandarin Chinese

      北京语言大学
      Jun 2011
    • International Master License

      국기원
      May 2010
  • Volunteer Experience

    • Financial Literacy Mentor

      Issued by PwC
      PwCAssociated with Charles Lee
    • Volunteer

      Issued by Mission Australia
      Mission AustraliaAssociated with Charles Lee
    • Youth Volunteer

      Issued by B.Inspiring Inc.
      B.Inspiring Inc.Associated with Charles Lee