Financial Analyst Marketing

Haodi Tu

Seattle, WA 206-***-**** ****@********.***

www.linkedin.com/in/haoditu/ github.com/haoditu

Education

Master of Science in Business Analytics, Seattle University, Seattle, WA 12. 2019

Business Administration and Finance, Seattle University, Seattle, WA 06. 2018

Projects

Gym Membership System Design 03. 2019

oDesigned relational database with 10 tables each has at least one relationship to other and established entity relationship (ER) diagrams with MySQL

oInserted and customized data with the technique of extracting, transforming and loading (ETL) process

oCreated data objects (stored procedures/triggers/views), performed cohort analysis and visualized finding on Power BI to understand KPIs better and improve business strategies

Amazon AWS Cost Management 08. 2019

oProblem: Identified AWS’s billing and product usage trends, billing anomalies, churn/growth of customers in each month from data analysis and classified customers by attributes in order to improve AWS’s marketing strategy

oMethodology: Clustered customers segments using unsupervised learning K-means method and implemented supervised learning classifier models to predict customer behaviors with holdout method and resulted the highest precision as 56% and highest F-1 score as 58%

oImpact: Presented findings from size of 140k-customers data to AWS team and provided future recommendations, such as prioritizing in marketing a certain product type to medium and large customers

Zillow Group Marketing Attribution Analysis 07. 2019

oProblem: Identified Zillow Premier Members conversion rates and costs through marketing and sales channels after cleaning, merging, filtering and regrouping data to improve Zillow’s ability to recruit more real estate agents

oMethodology: Implemented Markov and marketing attribution models and computed KPIs, discovered that email has highest ROI and 3.7% conversion rate and that having sales representatives to phone real estate agents is the least effective and expensive way to recruit

oImpact: Presented findings using interactive dashboard based on size of 150k-observations data to Zillow members and suggested that agents should be receptive to email communication to merge a higher ROI

Experience

Assistant Product Manager, Intern 07 – 08. 2018

Secondary Market Department, JUPAI HOLDING Limited, Shanghai, China

oVisualized performance indexes of product net values with R and produced weekly reports for client investment committees to understand and evaluate of complex quantitative analytics

oAssisted industrial cluster project by leveraging strengths and categorized hedge fund companies by industry cluster labels using linear regression model

Financial Analyst, Intern 07 – 09. 2017 Marketing Department, ZHONGTAI Securities, Shanghai, China

oAnalyzed and forecasted the stock performance of a public company in beverage industry based on its past 3 years historical financial data, and reported bearish on stock at 95% confidence level

oCreated pivot tables and charts to visualize stock market indexes with Excel and helped individual investors have a better understanding of market

Technical Skills

SQL, R, Python, Power BI, Tableau, Microsoft Excel

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