SUMMARY:

• Over 8 years of solid working experiences and knowledge in Business Intelligence analysis and reporting in Fortune 100 companies from diversified industries, including health care, financial and technology industries;
• Proficient level with Tableau architecture, design, development and Tableau visualization dashboards; knowledgeable on best practice with various advanced Tableau functions & features including Facts, Attributes, Hierarchies, Transformations, Filters, calculation, parameters and etc.; manage Tableau server and Tableau Desktop and good experiences on MicroStrategy;
• Extensive experiences with business intelligence tools, including SAS, Teradata SQL, MS SQL Server, SAP Crystal Reports, Tableau Desktop, Tableau Server, MicroStrategy Developer, IBM Netezza, Hyperion Essbase and MS SharePiont
• Strong interpersonal skills with demonstrable verbal and written communications to maintain effective work relationships with all levels of business personnel

PROFESSIONAL EXPERIENCE:

Confidential, Emerville, CA

Business Intelligence Engineer

Responsibilities:

• Installed and maintained latest version of Tableau Servers 10.1 as Tableau Server Administrator, found tuning based on the healthcare industry business environment, data warehouse and diverse operational requirements
• Built Tableau visualization dashboards to best transform complicated business modules into more efficient and effective reporting tools used across teams
• Set up guidance of best practice to improve the overall efficiency of Tableau desktop and Tableau Server
• Migrated visualization dashboards from Tableau environment to MicroStrategy platform with additional enhanced features and functions with timely manner
• Set up MicroStrategy architect for cross - function teams and support smoothly migrating their existing reporting and analytics projects from Business Object

Confidential, San Francisco, CA

Tableau Developer Consultant

Responsibilities:

• Identified and corrected critical technical issues from existing dashboards, made dozens of key improvement and completed the phase I project with only half of time in budget
• Developed robust interactive dashboards in Phase II to transform the complicated healthcare insurance massive data modules into much easier to use and understand tools
• Provided hand-on Tableau training seminars to team members with various examples

Confidential, Sunnyvale, CA

Business Intelligence Analytic Consultant

Responsibilities:

• Successfully developed Tableau dashboards for business development evaluation and marketing analytics
• Transformed complex regulatory and specific business requirements into efficient and effective Tableau visualization reporting dashboards

Confidential, San Francisco, CA

Senior Business Analytic Consultant

Responsibilities:

• Designed and implemented BI architecture tuning based on the Financial Crime business environment, data warehouse and diverse operational requirements
• Transformed complex regulatory and specific business requirements into efficient and effective Tableau visualization reporting dashboards
• Supported Tableau administrators by granting access, permission and security set up to different groups of business end users
• Verified, validated and documented data source and visualization process for internal training and compliance requirements
• Proven ability to perform high quality documentation and presentations to non-technical end users

Confidential, Monterey, CA

Senior Credit Policy and Risk Analyst

Responsibilities:

• Involved in analyzing the user requirements and transform them into Tableau Dashboards and Reports.
• Develop and maintain a robust predictive model for forecasting capital reservation rate by producing expected/unexpected losses of retail portfolios through analyzing over 25 million records of data, resulting enable to lower required capital by 60% on average than traditional methodologies.
• Created various types of charts like Heat Maps, Geocoding, Symbol Maps, Pie Charts, Bar Charts, Tree Maps, Gantts, Circle Views, Line Charts, Area Charts, Scatter Plots, Bullet Graphs and Histograms in Table Desktop to provide better data visualization.
• Coordinate with cross functional teams to support new direct mail campaigns by validating data at account segmentation level, analyzing raw marketing data, consolidating with information from Financial Strategy team to conduct credit risk adjusted profitability analysis
• Extract monthly retail portfolio performance data and conduct comprehensive analyze with statistical models towards its performance to identify any significant trending changes

Confidential, Saint Louis, MO

Senior Financial Analyst

Responsibilities:

• Designed and maintained detailed financial and operational KPI dashboard reports on monthly basis, including revenues & expenses analysis for each business channel of Independent Brokerage Group and variance analysis among actuals, budget and forecast
• Designed and automated IBG forecasting models for predicting wealth management revenue and financial advisor payout expenses across brokerage business units
• Provided effective Enhanced strategic business planning tools applied periodic budgeting and forecasting
• Coordinated month-end close reporting with related accounting teams, provided summarized analysis for significant variances between actual results and forecast, and quantify the direct/indirect impact upon business scope
• Supported on key strategic business M&A decisions and related projects, including bank stress testing, mergers and acquisitions, and post-merger integration planning and execution