Yuan Jie

adi3cz@r.postjobfree.com www.linkedin.com/in/yuanjie7 562-***-****

UCATI O N

Yuan is an MBA student graduating in May 2021 with a background in Business Intelligence, Finance, and Consulting. Yuan has showcased and further developed analytical and communication skills while working at EY and Rubrik, where she built data models using SQL and Tableau, reported insights to leadership, and guided effective business decisions. EDUCATION

SONOMA STATE UNIVERSITY Rohnert Park, CA

MBA (GPA 3.6, EY Scholarship) Expected 5/2021

ALLGHENY COLLEGE Meadville, PA

B. S. Psychology 5/2016

EXPERIENCE

RUBRIK Palo Alto, CA

Treasury Analyst 9/2020 - Present

• Analyzed cash positions of $200M using Tableau, consolidated and built metrics using SAP and SQL, examined foreign exchange results and currency risks, and reviewed monthly P&L with cross-functional finance teams

• Owned end-to-end cash forecasting, cash positioning, debt/investment management, and all aspects of domestic and international activities for the Finance and Operations Department; reported to the senior director of finance & VP ERNST & YOUNG San Francisco, CA

Assurance & Data Analyst Intern 7/2020 - 8/2020

• Redesigned and accelerated audit process from 500+ hours to ~20 seconds allowing 50+ auditors and clients to easily visualize key insights/ trends; analyzed the existing data process, automated refresh of data/key highlights with Power BI

• Collaborated with a national digital team of 6 to analyze, increase profit margin, and mitigate inventory aging for one of the largest healthcare innovators; extracted insights from the raw data and cleaned 60M lines of data using Excel and Alteryx, built a dashboard using Power BI to showcase improvement areas within 48 hours; presented to the client engagement team leadership and received recognition from the partner

• Completed 130+ hours of intensive Bootcamp in Data Analysis, AI, and Robotic Process Animation (RPA) SONOMA STATE UNIVERSITY Rohnert Park, CA

Business Intelligence Project, MBA 1/2020 - 5/2020

• Spearheaded 16+ data analysis projects using Excel, Stata, and Tableau to analyze, visualize and interpret data; applied multiple regression models and dynamic dashboards to help evaluate new management strategies

• Proposed a new marketing strategy for wine tasting room and national store locations by categorizing wine cases, wine type, and pricing; the strategy could retain current customers, potentially bring in 6K new in-person and online customers, and gain new partnership opportunities with a potential earning of $1M in the new quarter TRIMAS (RIEKE PACKAGING) Rohnert Park, CA

Finance Intern 11/2019 - 4/2020

• Successfully executed an inventory count managing $20K worth of inventory; analyzed the data using Excel and Tableau and automated inventory reporting process, proposed a pricing charge solution for late customer pickup; managed ~60 employees among cross-functional teams, received recognition from the senior manager

• Delivered 80+ timely variance analysis using Excel to support $10M of sales, operations, and finance; independently owned 75+ financial reports and maintained KPI’s to track progress to established sales and operating targets SONOMA STATE UNIVERSITY Rohnert Park, CA

Consultant 8/2018 - 8/2019

• Owned 2 consulting projects with a focus in organization development. Helped a top healthcare network and a leading global IT network organization to improve team efficiency using SWOT Analysis, Process Consultation, Action Research Model, etc; designed and led 12 workshops across teams of 40+ on Feedback, Situation Target Process, Learning Styles, etc; coached leadership and team communication, also improved workflow efficiency ADDITIONAL

• Skills: SQL, Advanced Excel, Stata, Python, Tableau, Research, GitHub, Alteryx, Power BI, JIRA, SPSS, ANOVA, R, SAP, G Suite, Oracle Database, Financial Statement and P&L Analysis, Project Management

• Certificates: The Complete SQL Bootcamp (Udemy, 2020). Trained data analyst with badges in Data Integration, Data Visualization and Digital (EY, 2020). Lean Six Sigma White Belt (The RISE Global, 2020)

• Awards: EY Scholarship, Penn State Behrend-Sigma Xi Student Research Creative Accomplishment (2016)

• Additional Skills: Bilingual in Mandarin & Cantonese, photography & stylist (entrepreneurial art projects)

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