Experience

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  Yinhua fund management

  Dec 2017 - Feb 2018

  Macro research assistant

  • Analyzed and conducted due diligence of the Total Retail Sales of Consumer Goods in China from 2001 to 2017• Collected, assessed and interpreted the data by Wind Terminal and Excel• Conducted analysis from rounded aspects and compiled final reports for internal & external use

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  Huatai asset management

  Jun 2018 - Aug 2018

  Investment management assistant

  • Conducted Research on the Volume of Asset, Investment Ability and Solvency of TOP80 Insurance Companies in China• Cooperated with the financial planner to develop and implement financial investment policies or strategies• Monitored financial or operational performance of individual investments to ensure portfolios meet risk goals• Compiled weekly reports to clients about all positions and trading results, and analyzed trading data for further use

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  Carnegie mellon university

  Jul 2018 - Sept 2018

  Business analytics research assistant

  • Developed purchasing strategies for assigned clients on specific products• Practiced in using Rapidminer and Python to filter data from different channels according to customer’s demands• Actively involved in the whole process of analysis, including classification, clustering, decision tree, and sentiment analysis, and assisted with the compiling of the final purchasing proposal

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  Enlightcareer

  May 2020 - Oct 2020

  Digital marketing specialist

  • Formulated new online marketing strategies to increase sales and brand awareness - increased sales by 66% and official account subscribers by 72% in Q3• Created bi-weekly reports and dashboards on marketing metrics to deliver business insights and optimize the daily operation; Managed and operated different channels on a daily basis; • Structured and monitored monthly department plans and KPI settings; Designed and executed eight marketing activities and marketing campaigns to improve the conversion rate by 10% and elevated leads numbers by 76.4% in Q3 Show less

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  Mckinsey & company

  Sept 2020 - Nov 2020

  Part-time assistant

  • Devised loss rate reduction plan and digital transformation solutions for client based on market research and challenges• Collected data on commercial health insurance industry in China over the past ten years and predicted a three-time market growth in the next five years; Identified major pain points for client that will jeopardize profit margin growth• Analyzed insurance claims and patient data to assess risk of diseases and illnesses with high paid costs using Excel and R• Structured healthcare management strategies to enhance disease prevention, and therefore reduce loss rate Show less

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  Mindwire

  Sept 2020 - Dec 2020

  Business analyst (capstone)

  • Constructed and presented actionable insights and recommendations to improve retention rate for MindWire, a SaaS workforce analytics firm• Employed a Random Forest Regression on several data types, including usage behaviors and contract features, to investigate variables correlated with retention using R; Performed ad-hoc analysis to further understand customer behaviors• Segmented customers by industry, contract length, and account activity; Compared retention rate in different segments and established benchmarks to measure customer retention; Developed strategies to improve retention by 15% Show less

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  Winsome house inc

  Feb 2021 - Nov 2024

  • Led strategic planning and execution to drive company growth by identifying and addressing key factors affecting sales performance, with a focus on aligning cross-department efforts toward common goals.• Analyzed market trends and adjusted company strategy accordingly, setting clear growth targets and assigning responsibilities based on data-driven performance metrics (e.g., WISP, turnover rate, return/defect rates).• Reorganized team structures for clarity in responsibility, improving collaboration and accountability across departments like PO, QC, Logistics, Customer Service, and Marketing.• Spearheaded e-commerce operations, achieving a 13% YoY sales increase to $18M, managing a team of 10 across product/category management and channel operations.• Led new product development and launch strategy from market research to go-to-market, optimizing product selection and improving inventory turnover through detailed process tracking in ERP systems.• Developed and executed go-to-market strategies tailored to each sales channel, including Wayfair, Amazon, Target, and direct-to-consumer sites, focusing on promotions, paid ads, and data analysis to meet sales targets. Show less • Forecasted monthly sales based on category and seasonal trends and set WISP to prevent 80% stockouts, reducing overstock by 50% and minimizing $1M in sales losses YoY• Optimized warehouse storage across CA, GA, and Wayfair warehouses by segmenting customer data based on location, ensuring efficient inventory distribution to reduce shipping costs, product damage, and improve delivery times and conversion rates.• Developed dashboards to monitor key metrics such as sales, inventory, returns, and operational KPIs, facilitating strategic decisions, including identifying the optimal location for new warehouses.• Collaborated with IT to build an ERP system for streamlined process management, automating data storage, reporting, and workflow visualization (e.g., purchase orders, logistics, inventory, returns, and product quality control).• Self-taught eCommerce operations for multiple channels (Wayfair, Amazon, Target), managing promotions, paid ads, marketing programs, and budget planning to improve performance and customer satisfaction. Show less

  • Marketing and Operations Manager

    Jan 2022 - Nov 2024

  • Business Analyst

    Feb 2021 - Jan 2022
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  Oceania international

  Dec 2024 - now

  Operations manager