Financial Data Analyst

XIAOYING WANG

Ann Arbor, MI ***********@*****.*** 419-***-****

SUMMARY

MBA graduate with a specialization in Information Science and Finance from The University of Toledo. Looking for a data and business analyst position. With experience in automating reports and dashboards, perform EDA to find insights to help businesses. Proficient in SQL, Tableau, Python, and SPSS. Able to adapt quickly to new environments while utilizing problem-solving, analytical, detailed-oriented and organizational skills. SKILLS

Tools: SQL PYTHON Tableau SPSS Looker Excel (VBA, VLOOKUP, pivot table) SAS SAP Power BI Focus Areas: Business Analytics Information System Analytics Supply Chain Management Certification: Advanced Google Analytics Certification Bloomberg Market Certification Advanced Knowledge: Salesforce ETL (SSIS) ERP (SAP) EDUCATION

The University of Toledo, Toledo, OH December 2019 Master of Business Administration in Information Science & Finance GPA: 3.8/4.0 The University of Toledo, Toledo, OH December 2017 Bachelor of Business Administration in Finance GPA: 3.7/4.0 EXPERIENCE

China Zheshang Bank, Xi’an, China May 2017 – August 2017 Financial service Data Analyst

• Automated the weekly report process by organizing complex investment data and preparing weekly reports and dashboards using Excel, SQL, Power BI and Tableau.

• Increased sales efficiency by 15% while supporting financial manager in streaming and maintaining the customer database using Excel and SQL to perform data analysis.

• Designed and implemented A/B testing to measure the uplift of the customized marketing strategy using Python.

• Provided detailed investment recommendations and most suitable financial products to clients based on customer characteristics by applying EDA to segment users effectively in SQL.

• Increased credit card enrollees by 7% by finding both high traffic areas and fixed locations' characteristics using SPSS and Tableau, and then customizing new promotional strategies to utilize staff better. Ping An Property & Casualty Insurance Company, Xi’an, China May 2015 – September 2015 Financial Analyst

• Collaborated with the R&D department to present the analytics results of a new insurance product during lunch and learn.

• Analyzed insurance sales data and prepared reports for executives’ meetings using Excel, PowerPoint and Tableau and distributed data reports across the company.

• Improved usability of company’s valuable information by collecting insurance sales data, verifying client information and summarizing sales issues reports.

PROJECT

Complex Data Bootcamp (SQL, SPSS, Tableau) July 2020 – August 2020

• Extracted data to generate reports to stakeholders by understanding the consumer's behavior to make informed decisions.

• Analyzed large datasets for customer research on different products to draw actionable conclusions from the datasets.

• Generated data visualization reports that would facilitate communicating to HR, Sales, and other departments within an organization.

Denver Crime Rate September 2019 – December 2019

• Enhanced understanding of results by creating visualizations by Tableau of the crime trend line over a five-year period.

• Identified the neighborhoods with the highest and lowest crime rates in Denver by using complex SQL and advanced Excel to analyze million rows of data and offered recommendations by measuring impact of policy to the Denver Police Department.

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