Business Analyst Data Analytics

Nicholas Loh

Incoming Private Wealth Management Intern @ UBS

Sacramento, Ca

****************@*****.*** 916-***-**** https://www.linkedin.com/in/nicholas-loh0903/ Education

• University of California, Santa Barbara September 2022 - Present o Major: Economics and Accounting

o Expected graduation: June 2025

• Folsom Lake College August 2020 - July 2022

o Associate degree in Economics

o GPA: 3.87

Work Experience Technology Risk Consulting intern, Ernst and Young LLP June 2024 – August 2024

• Assist in the evaluation of IT systems and controls, identifying potential risks and ensuring compliance with regulations

• Utilize auditing software and data analytics tools such as Power PI and SQL to analyze system logs and data management

• Perform risk assessments and develop risk mitigation strategies to enhance IT security and operational efficiency

• Engage in live client meetings to request inquiries for various IT general controls and document observations Private Client Services Intern, EisnerAmper LLP June 2023 - September 2023

• Assisted in the preparation and delivery of tax returns for high-net worth individuals, ensuring accuracy and compliance

• Analyzed various financial reports and statements such as balance sheets, income statements, and cash flows

• Advised clients on tax planning strategies, identifying opportunities for tax optimization with high ethical standards

• Conducted extensive research project with fellow interns and presented our findings to senior management at the firm Business Analyst, Associated Students of UC Santa Barbara March 2024 – Present

• Assist in the allocation of funds across UCSB AS business enterprises to ensure effective spending and decision making

• Provide consulting services to the Associated Students (AS) organizations to optimize financial performance

• Analyze Key Performance Indicators (KPIs) to increase sales and functionality for the Office of Publications

• Collaborate with Senior Controller and fellow junior analysts to boost profitability and sustainability for multiple A.S. Units Team Supervisor, T4 Tea For U, Folsom and Bobaology April 2020 - September 2022

• Delegated tasks and managed multiple co-workers per shift, ensuring an efficient and healthy work environment

• Operated POS System to account for transactions ranging from $1000-$4000 daily, ensuring accurate reporting of sales

• Utilized social media platforms such as Instagram and Tik Tok to advertise promotions and increase sales by 20%+

• Effectively resolved conflicts with the public to guarantee customer satisfaction and maintain a strong public image Leadership Experience Undergraduate Peer Advisor, Economics Department of UC Santa Barbara April 2024 - Present

• Assist undergraduate peers in making critical decisions regarding course work, schedule planning, other general questions

• Conduct on average 15 one-on-one daily advising sessions, helping students navigate major requirements and policies

• Train and mentor new peer advisors, ensuring they are equipped with the knowledge to support advisees effectively Vice President of Brotherhood, Delta Sigma Pi, Co-ed Business Fraternity December 2023 - June 2024

• Assist in the integration of new fraternity members and encourage a welcoming environment for all students

• Organize funds in excel sheets and collaborate with fellow pledge brothers to generate over $3000 in revenue

• Execute a variety of social bonding events, fostering deeper connections and cohesiveness within the fraternity Skills Technical Proficiencies: financial analysis, financial reporting, data analytics, R, SQL, Microsoft Office, Power BI Soft Skills: client relationship building, communication, adaptability, conflict resolution, leadership, project management Activities: Delta Sigma Pi (Co-ed Business Fraternity), Associated Students of UC Santa Barbara, Undergraduate Accounting Society, Undergraduate Economics Society,

UCSB Associated Students, Vietnamese Student Association, Chinese Student Union Hobbies and Interests: Basketball, rowing, hiking, cooking and baking, weightlifting, calisthenics, cycling, journaling

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