Software Skills
R
SQL
SAS
SPSS
Salesforce
Sector Experience
Consumer Goods
Financial Services
Technology
Travel & Hospitality
Languages
Mandarin
English
Big 4 Accounting
Top Consulting Firms
Experience
PricewaterhouseCoopers (PwC)
Management Consulting
Senior Associate
8/2020 - Present
Prioritized areas of process automation to focus for top US bank; developed credit surveillance platform strategy for US super regional bank; analyzed financial risk of product portfolio strategy of leading consumer credit information service company; outlined outsourcing operation model for wealth management division of US super regional bank; conducted industry benchmarking for leading multinational insurance carrier; composed US WealthTech industry research
Tire Rack
Management Consulting
Consulting Project Manager (Contract)
1/2020 - 5/2020
Led team of five developing growth strategies for Tire Rack’s installer service; conducted data analysis revealing insights on customer behavior, communicated recommendations for improvement, resulting in potential service adoption ratio increase by 22% and additional 715,768 transactions per year
Alumni Ventures Capital
Management Consulting
Venture Capital Associate
4/2019 - 4/2020
• Preformed commercial due diligence on twelve startups in consumer, technology, FinTech, and media; six received early stage funding totaling $2MM
• Short-listed community engagement leads by web scraping and data mining, engaged with 8K+ leads in eight months using LinkedIn and HubSpot tools, sourced ten accredited investors and eight investments
• Short-listed community engagement leads by web scraping and data mining, engaged with 8K+ leads in eight months using LinkedIn and HubSpot tools, sourced ten accredited investors and eight investments
INOVA Federal
Management Consulting
Consulting Project Manager(Contract)
10/2019 - 3/2020
Led consulting team of five developing growth strategies for the Credit Union of 34,000 members by industry benchmarking and customer survey, increasing its commercial members base by five times and deposits by $47M in a two-year timeframe
Weaver Consultants Group
Management Consulting
CFO Management Consultant
5/2019 - 7/2019
• Consulted subsidiary on inventory management and system implementation; collaborated with multiple functions identifying problems, developed solutions, persuaded stakeholders for buy-in and process implementation, decreasing annual inventory write-down by $100K
• Drove working capital analysis on leasing vs. owning on $6MM+ assets and developed forecasting model for annual employee health insurance cost in excess of $2.4MM, releasing $1MM in working capital
• Drove working capital analysis on leasing vs. owning on $6MM+ assets and developed forecasting model for annual employee health insurance cost in excess of $2.4MM, releasing $1MM in working capital
Stone Tan Finance
Management Consulting
Business Strategy Senior Associate
1/2018 - 8/2018
• Projected market analysis and industry research, identifying new market opportunities in excess of $100MM
• Subsequently developed market entry strategies, influenced chief executives in acquisition efforts of new opportunities, adding an additional $10MM in lending in first 3 months
• Managed Salesforce tracking 250K+ businesses, prioritized 500 potential clients by data analytics, communicated with sales team using data visualization, representing potential revenue of $500MM
• Subsequently developed market entry strategies, influenced chief executives in acquisition efforts of new opportunities, adding an additional $10MM in lending in first 3 months
• Managed Salesforce tracking 250K+ businesses, prioritized 500 potential clients by data analytics, communicated with sales team using data visualization, representing potential revenue of $500MM
Liang Jiang Capital
Finance
Private Equity Senior Associate
1/2017 - 12/2017
• Led commercial, operations, and financial due diligence on investments in technology with market value of $70MM
• Short-listed 30 deals by industry research on TMT sectors resulting in $10MM investments
• Conducted valuation, negotiated price resulting in 20%-35% cut, saving Liang Jiang Capital $7MM
• Constructed term sheets, executed post-investment management on eight private equity investments
• Short-listed 30 deals by industry research on TMT sectors resulting in $10MM investments
• Conducted valuation, negotiated price resulting in 20%-35% cut, saving Liang Jiang Capital $7MM
• Constructed term sheets, executed post-investment management on eight private equity investments
Chongqing University of Posts and Telecommunications
Management Consulting
Senior Consultant
7/2008 - 1/2017
• Consulted pharmaceutical company on process optimization; advanced efficiency by 50%, decreased product deficit by 8%, resulting in 5% improvement in customer satisfaction and 5% decrease in cost
• Advised technology companies on establishment of new divisions with direct investment above $50MM
• Led research projects on IoTs and information electrical engineering; gave lectures to 500 students annually; provided academic advisory and leadership development to 120+ young professionals
• Advised technology companies on establishment of new divisions with direct investment above $50MM
• Led research projects on IoTs and information electrical engineering; gave lectures to 500 students annually; provided academic advisory and leadership development to 120+ young professionals