Sales Data Analyst

Yi (Vivian) Yu

Boston, MA ***** 917-***-**** *******@*****.*** www.linkedin.com/in/vivian-yiyu

RELEVANT WORK EXPERIENCE

Financial Recovery Technologies; Medford, MA Jun 2020 - Present

Data Analyst Translated high-level problems into specific questions answered by data-driven analysis with Python and Jira as product owner. Partnered with various stakeholders to identify key factors and requirements of fintech B2B software by Agile methodology.

Identified new client’s needs by designing and executing automated financial data gathering strategy using quantitative and qualitative research plans, such as interviews, document analyses, workshops, and surveys.

Increased 50% of revenue by investigating the gap in retention among sales, designing cohort analysis and sales forecasting model, and ensuring that our sales commission plan motivates reps to align with users’ real needs.

Donnelley Financial Solution; Boston, MA Feb 2019 - Jul 2019

Business Analyst Led agile digital transformation project to align with the new SaaS business model, worked as a liaison between business and IT team for budgeting, planning, and forecasting enhancement, business diversification, customer expansion, and retention.

Improved 30% of accuracy by creating data rules, reconstructing data using SQL and Tableau to create revenue summary, receivable reconciliations, and budgeting/forecasting reports for internal team.

Mitigated 15% of the process defects by collaborating with all level cross functional team, developing metrics to determine inefficiencies, and designed technological improvements across business systems.

Shortened global finance/accounting processing time 80% by leading process improvement team to automated the data mapping and reconciliation dashboard with Excel Macro and Tableau.

State Street Bank and Trust; Quincy, MA May 2016 - Feb 2019

Business Analyst/Product Owner Led stakeholder collaboration by identifying project objective and scope, evaluating viable options, reviewing the deliverables, completing multi-purpose documentation, and validating the success user acceptance during the SDLC.

Recovered $10M in missing billing opportunities for the previous unbilled item; decreased aging receivables for assigned clients by 30% within 90 days of hire.

Eliminated 35% of errors by increasing accuracy by updating Oracle database frequency from quarterly to monthly.

Spearheaded the use of agile methodology by serving as product owner for prototyping and documenting data lifecycle framework by Jira and trained new users offshore, reducing 25% of data processing timeline.

Wismettac Asian Foods; Carlstadt, NJ / New York City, NY May 2014 - Dec 2015

Sales Analyst Generated strategy to increase sales 50% by identifying new market opportunities, assisting in the development and implementation of client data, metrics, KPI analysis, and targeting specific customers.

Leveraged Time Series Analysis with Python to identify the seasonal impact, developed reporting metrics, and presented data-driven insights to help drive sales, marketing, and product strategy.

Designed and implemented A/B testing of new product initiatives with the product team, investigated complex databases including sales, logistics, and customer data to synthesize insights for decision making.

Achieved a 99% client order refill rate while reducing the order rejection rate from 7% to below 1% with agile, the ability to allocate time and resource efficiency, and take quick action on customer’s real pain point.

EDUCATION

Master of Science in Business Analytics (STEM) Jul 2019 - May 2020

Boston University Questrom School of Business; Boston, MA

Dean’s Achievement Scholarship

Bachelor of Science in Supply Chain Management Aug 2011 - Dec 2013

University of Tennessee Haslam College of Business; Knoxville, TN

ADDITIONAL INFORMATION

Skills: Python, Tableau, R, SQL, Machine Learning, Excel VBA/Pivot Tables, Google Cloud Platform/Big query, Jira, Agile

Certifications: CFA Level I, Bloomberg Market Concept, Google Analytics Individual Qualification (GAIQ)

Activities: Officer of BU Consulting and Global Investment Club, Boston Chinese Investment Club, BU Agile Innovation Lab

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