Co-Founder, Secretary and Treasurer
April 2020 - January 2023
- Customized Oracle for the company, including the chart of accounts, transaction processing, data visualization, grant tracking, and optimized the software for the company's growth.
- Implemented the company's software infrastructure, with > 20 apps including Oracle NetSuite, Salesforce, G Suite, Slack, and MS Office.
- Designed company website on Figma and deployed on WordPress, added custom CSS and HTML, and optimized for SEO with average search position of less than 10.
- Managed and optimized Google Ads campaigns utilizing Google Analytics, achieving >7% CTR.
- Continued to volunteer for the Board of Directors as the Secretary and Treasurer till present.
Founder, Financial Consultant
February 2018 - April 2020
- Developed models and templates to analyze clients' financial data to save money and provided short-and long-term financial plans and achieved average cost savings of 15% and wealth gains of 20% through data-driven strategies.
- Led training seminars on Microsoft Excel, covering basic to advanced areas, including data manipulation, VBA, Macros, Pivot Tables, VLOOKUP, and INDEX MATCH and achieved 100% participant satisfaction and enhanced clients' data analysis skills.
- Taught clients to take control of their finances. Showed them how to plan finances, manage budgets, maintain positive cash flow, and select stocks, options, and bonds. Achieved average debt reduction of 25% and investment gains of 15%.
Senior Financial Analyst, Financial Analyst
September 2016 - May 2019
- Cleaned, organized, and analyzed data (in Oracle) on costs of thousands of items to establish trust in the system by creating company-wide standards for data quality and documentation.
- Reduced time to update standard costs for the database from 30 days to 3 hours by developing custom Oracle data export and import templates through systemizing processes, establishing orderly flows, and standardizing reports.
- Managed and merged data across organizational systems including AARO, Tableau, Pivot Link, QlikView, and Planful.
- Saved >$2M in purchasing costs by developing the company's first systematic reporting to procurement and downloaded data from Oracle by building custom queries, and used macros and VBA to input and clean data in Excel.
- Merged data from NetSuite to facilitate the company's acquisition of a $7M business.
Sales Operations Analyst, Sales Coordinator
September 2013 - September 2016
- Standardized, scrubbed, mined, and managed data on accounts and developed forecasting reports (used VBA, SQL & Macros) and scorecards for the sales team providing comprehensive reports in less than 2 minutes.
- Managed a 6-person data support team while providing information about clients and transactions on immediate notice, detected potential churn, and built templates for reporting.
- Reduced support team time to upload images directly into Excel cells from one day to one minute by writing VBA code.
Proprietary Equity Trader Trainee
May 2013 - July 2013
- Traded equities by using probability-based logic, valuation models, and leading-edge technologies.
- Managed $100K in equity assets, and analyzed stocks, options, forex, futures, derivatives, and bonds.
Financial Representative Intern
September 2012 - May 2013
- Assessed clients' financial situations and goals, and created personalized plans for life, accident, and health protection insurance and retirement and investment planning (Vault Guide to Top Internships ranked the program as the top finance internship and the sixth best overall internship in the U.S.).
- Obtained the Series 63 and CT life/accident and health insurance licenses.
School of Business Tutor
January 2012 - May 2013
- Tutored and mentored students in the subjects of finance, accounting, and economics.
- Completed the CRLA Level 1 Tutor course and obtained the certification.
Investment Broker Trainee
June 2012–August 2012
- Passed the Series 7 and worked in a summer investment brokering internship.