Doris Liu

Experience

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  Changjiang Securities Co., Ltd

  May 2015 - Jul 2015

  Financial Service analyst

  1. Assisted in analyzing 6 client portfolios, creating asset allocations reports and conducting in-depth research on market trends2. Developed presentation materials and proposals to assist Financial Advisors in obtaining clients’ business

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  Volvo Construction Equipment

  Jul 2015 - Sept 2015

  Purchasing Department Analyst

  1. Analyze retail pricing market and customer buying trends and produced reports, charts and graphs to assist management2. Assisted with resolving purchase order issues including timelines, pricing disputes, quantity requirements and shipping method3. Contributed to improving to processes and procedures to achieve better results for overall company objectives

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  Datong Securities Brokerage Co., Ltd.

  Jun 2016 - Sept 2016

  Wealth Management Analyst

  1. Summarized morning meetings and market outlook calls, as well as prepared 4 hypothetical investment portfolio2. Assisted the Senior Wealth Management Advisor in conducting financial planning analysis on 5 clients by reviewing investment objectives, risk tolerance, asset allocation, investment experience, diversification and liquidity needs

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  Everbright Securities

  Jul 2017 - Sept 2017

  Financial Risk Analyst

  Consolidated and analyzed international regions P&L, Balance Sheet andCash Flow statements• Performed monthly accounting close including general accounting andintercompany functions• Executed monthly financial reporting package for management review• Oversaw corporate G&A departments operating plan and forecast• Performed monthly accounting close, comprehensive P&L variance analysis,management reporting package & annual operating budgets, and forecasts

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  Tigress Financial Partners

  Jul 2018 - Dec 2018

  Financial Data Analyst

  • Led the financial planning and analysis, including the annual operating plan,strategic planning, monthly forecasts, and OPEX plans, Capital Expendituresand Headcount Planning• Executed financial guidance and influence on functional areas seniormanagement, on the expense management for deriving meaningful forecasts• Visualized 100k+ clients' feature data in North America through Salesforce,including investment preferences, population distribution, memberdemographics, and investor information with Python Matplotlib• Analyzed Business Requirement Documentation (BRD) to improve businessperformance including rewards policy, seasonal and regional pricing andmarketing strategy, customized package promotion to potential customers• Performed linear regression analysis on investment return rate, investmenttype and other factors to forecast annual earning through 2019 to 2022 andbuilt logistic regression model to find key factors impacting customersatisfaction and improved satisfaction rate by 50% Show less

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  Primary Capital LLC (PC)

  Jan 2019 - Apr 2019

  Business Analyst

  • Analyzed and consolidated global manufacturing operations’ financial results to ensure accurate financial reporting. Developed financial models using excel macros and data manipulation techniques. Adjusted the excel based models on a monthly basis to incorporate changes in the political and economic environment and hence the assumptions of the models• Consolidated and tracked capital expenditure to support management decision on key projects• Established key financial metrics and analytics, including variance analysis and YoY/QoQ analysis Show less

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  Wishare Media Group

  Apr 2019 - Dec 2019

  Business Analyst

  1. Led the financial planning for $100M budget, including monthly forecasts,quarterly guidance, and annual operating plan2. Extracting and cleaning user and transaction data using R connected with MySQL database. Exploring traffic data from Google Analytics, connecting them with SQL database for further analysis. 3. Analyzing customer behavior with respect to pricing and promotions, common characteristics of different groups of customers and effectiveness of different marketing strategies by using hypothesis testing, visualization on R and Tableau to support market promotion decision making. 4. Partnered with media leaders to develop annual operating plan and longrange strategic planning, while developing expense models to track multimillion-dollar clinical trials5. Collaborated with leadership and provided monthly financial updates Show less

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  Accenture

  Dec 2019 - Jun 2021

  Business Analyst

  1. Participated in Agile process to develop mobile and PC system for HR department in BMW to improve data management, communication and working efficiency.2. Analyzed user problems, including automated and manual business processes and identified, researched, investigated, defined and documented business processes.3. Provided direction in the development and analysis of complex business requirements to result in proposals for new systems. This includes defining technical and procedural improvements4. Co-authored Business Requirements Document (BRD) with the business users. Extracted, discussed, and refined business requirements from business users and team members.Designed strategy for date migration, integration and security.5. Worked on data quality and validated business scenarios for a new database that supportWindows OS and Linux. Assisted with user testing of system developed and maintained quality procedures. Show less

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  微财科技

  Jul 2021 - now

  Data Analyst

  1.Participating in the company's e-cigarette entrepreneurial project from scratch, responsible for the preliminary research on e-cigarette stores, categories, and sales data in Chinese market, and in-depth survey and research on relevant industry policies, development overview and trends, market prospects, competition, etc., to assist the strategic planning of this project in short andmedium term.2.According to the previous relevant industry background research and the company's strategic planning, build a BI analysisstructure for the sales, market operation, financial management and market data of the e-cigarette project, and complete thedesign data report.3.Analyze and predict the trend of changes in product supply and demand in the future market, conduct comprehensive research ontarget consumers and potential consumers needs, assist the marketing department to correctly position products and targetmarkets.4.According to market positioning, assist dealers and direct-sale stores to carry out marketing activities, adjust product mix andcustomer management strategies.5.Responsible for the whole user cycle conversion analysis of the main process nodes of the company's consumer finance projects,subdivide the user conversion nodes into 24, and do transaction analysis for each node conversion, improve customer acquisitionfor market and operation departments, and optimize customer experience and other services.6.Collect multi-dimensional data such as market, sales, and finance, as well as different data characteristics, conduct relevantoperational data analysis, gain insight from the results and propose reasonable market operation or financial solutions and opinions, providing information and data support for company operations. Show less