Business Analyst (Client Data Analyst)

HAILING LI

**********@*****.*** • My LinkedIn

SUMMARY

I have experience working in numerous industries: finance, web applications development, SaaS, business to business marketing. Since obtaining my MBA in 2017, I’ve been working as a client data analyst for a private asset management firm mining insights and creating decks for c-level company health checks. Previously, as a project manager I led cross functional teams to finish work within budget and timeframe (Agile methodology). I’m detail oriented, analytical, and a strategic thinker. Analytics tools I use on a daily basis include SQL, PowerBI dashboards, advanced Excel functions, Qlikview. Throughout my career I’ve always been able to bridge the gap between technical aspects of projects and client / managerial side to maximize communication and facilitate successful completion of projects.

PROFESSIONAL EXPERIENCE

LORD ABBETT & CO. LLC (New York, NY)

Position: Client Data Analyst (August 2017 – Current)

● Supports Morningstar rated #1 active asset management's sales team (business segment focus: US institutional) with insights, dashboards, reports of trends, ad-hoc analysis - Internal stakeholders for projects include CEO, executives, sales directors, sales support teams, and other internal departments as needed

● Gather requirements for projects; source and test data to ensure quality; validate data with SME or stakeholders

● Query and summarize flows, AUM, activities, KPIs, etc.

● PowerBI dashboards and KPI Powerpoint decks for executive level review of business health

● Create training materials and documentation for data tools / processes for users and team members

● Daily usage of SQL, PowerBI, advanced Excel functions, CRM, MS Planner, Qlikview, etc.

STYLESIGHT INC. (WGSN Limited) (New York, NY)

Position: Project Manager (March 2012 – January 2014)

● Certified Scrum Master (CSM); Agile methodology

● Collaboration with data analyst, insights and strategy personnel on projects that had company-wide impact

● Researched company pain points and initiated R&D projects; Coordinated product development projects from start to completion

● Agile Scrum methodology; Team's first PM; Setup software project workflow and created new work process

● Gather project requirements, created project proposals / briefs, maintained project roadmap; SaaS

● Project liaison between R&D and internal stakeholders; managed team of UI/UX, developers, QA

EDUCATION

FORDHAM UNIVERSITY - MBA

● MBA with Business Analytics focus (Dean’s Scholarship recipient; president of Ascend Fordham chapter)

GEORGIA INSTITUTE OF TECHNOLOGY - BS

● Bachelor of Science in Management; Certificates in Marketing and IT

Contact this candidate