Liuyi Pan

Experience

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  Longfor Group

  Jan 2015 - Jan 2015

  Marketing Specialist（intern）
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  China Household Finance Survey

  Mar 2015 - Aug 2015

  Field Researcher/Surveyor/Team Leader

  • Led a small team in a university-wide household finance research project: designed surveys, conducted field interviews, cleaned and validated incoming data.• Managed structured reporting and visualization for internal use, laying early foundations in data analysis, leadership, and field data logistics.

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  IBM

  Aug 2015 - Dec 2015

  Systems & QA Consultant (Internship)

  • Collaborated with the financial systems development team to design, document, and test new system features.• Participated in QA workflows, tracked implementation progress, and supported internal demos—offered early exposure to agile-like development cycles and software deployment within enterprise contexts.• Gained hands-on experience within a structured enterprise tech environment, setting the foundation for future tech roles..

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  HeyTutor

  Jan 2017 - Jan 2018

  CFA Exam Tutor

  https://heytutor.com/tutors/info/CA/Hayward/ID16809-Liuyi-Pan/Total of 11 hours CFA Level 1 tutoring

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  Harvard University

  Jan 2017 - Jan 2018

  Research Assistant/Data Analyst

  https://scholar.harvard.edu/freeman/china-gazetteer-projectUnder the guidance of Prof. Richard B. Freeman, assisted in building the historical Socio-Econ database of China from 1949–1995 for long-term policy analysis. • Collaborated on the construction of a historical socio-economic policy database for China (1949–1995) under Prof. Richard Freeman.• Applied R programming for data cleansing, missing value interpolation, and trend analysis across 30+ variables—skills directly applicable to ETL pipelines and data wrangling.• Used ArcGIS for spatial data analysis and visual storytelling; conducted monthly presentations to research stakeholders, refining both technical and communication abilities.. Show less

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  InnoSpring Silicon Valley

  Mar 2018 - Nov 2018

  Finance Associate

  ▪ In-depth research for early-stage investment opportunities, potential targets' screening, and actively relationship maintenance within the industry.▪ Managed financial and operational aspects of InnoSpring Silicon Valley office, including but not limited to: operational accounting, bookkeeping, accounting closure and federal tax returns; close collaboration with InnoSpring China office to effectively manage expenses and streamline project budgeting.• Led the technical setup and optimization of online rental platforms, including integration and partnership with LiquidSpace, showing ability to manage B2B SaaS tools and workflows..▪ Assisted with planning, coordination, and executing technological and entrepreneurship-related events. Show less

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  BBDO San Francisco

  Nov 2018 - Jul 2019

  Finance Operations Analyst

  • Oversaw full-cycle financial operations including monthly closings, cash flow forecasting, revenue recognition, and reconciliation tasks—developed strong attention to detail and process optimization.• Created and maintained reporting workflows in Excel and internal systems—laying the groundwork for automation and data integrity checks.• Gained experience managing deadlines and high-pressure reporting cycles, highly applicable to agile development sprints.

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  StubHub

  Jul 2019 - Apr 2022

  Pricing Analyst II

  Worked with the StubHub pricing team and managed the top seller rebate program (~20million) offered to sellers.• Developed and maintained models for the project day-to-day general ledger accounting/audit, general logistics, payments and variance explanations for a financial incentive with Excel Models and Macros, SQL, python libraries, and Salesforce.• Developed Microsoft automation models for client invoicing using VBA Macros, Python, and SQL; streamlined the invoicing process by automating data extraction, validation, and report generation. • Project mid-month & month-end accrual and revenue; dynamic forecasting, strategic budgeting initiatives, and revenue analysis, playing a pivotal role in optimizing financial performance.• Leveraged holistic insights on revenue growth performance analytics with Python and Tableau, and brainstormed on pricing models with given variables and statistical market performances (e.g. genre, display price, ROI, competitive pricing etc. ).• Stakeholder management: Communications and negotiations among external business partners and internal stakeholders about exceptions, conflicts, inconsistencies, or improprieties, and identified non-value added processes within the department, actively seeking and implementing solutions.• Ad-hoc supports and special projects if needed. Show less