Data Assistant

Y A N R U I

S O N G

F I NANCE & DATA

ANALYST

T E C H N I C A L P R O F I C I E N C I E S & C E R T I F I C A T I O N S CFA Level One Candidate (Dec 2020) Tsinghua University Data Science Certificate Program (Candidate) Python Stata MATLAB EViews SQL, M.S. Excel

E X P E R I E N C E

DATA ANALYST

Used internal data extraction tracker to capture data from available data sources, such as Smart Meter data, sub-meter, and other sensor data. Identify outliers and anomalies within data. Conducted initial onboard and screening of customers using the AMI data and Pearson’s correlation coefficient to test dependence of savings; concluding whether they meet the percentage savings independence assumption.

Utilized Python to analyze large data sets (exploratory analysis). Used statistical tools to draw insight and value from complex data sets i.e., the P4P portfolio; what project/site/measure types have percentage savings that are independent of the COVID shut down. Used dependence analysis method to conduct time series data extrapolating the savings independent of occupancy through the COVID-19 period. Closed out qualified projects. Collaborated with engineers, other data analysts, software developers, and program staff by adjusting research objectives based on data accessibility, etc. Solved problems by adopting exchangeable indexes or variables.

Served as one of six Data Analysts in the Data Analysis and Technical Services group, supporting the development of new uses of smart meter data and other data sources to identify customer energy savings opportunities. Produce documentation of data sources, calculate KPI metrics and generate weekly/monthly reports.

E D U C A T I O N

MASTER OF ARTS IN INTERNATIONAL ECONOMICS AND FINANCE JOHNS HOPKINS UNIVERSITY SCHOOL OF ADVANCED INTERNATIONAL STUDIES, WASHINGTON, DC 2019 Coursework: The Python Data Science Stack, Data Wrangling, Data Story, Statistical Inference, Machine Learning (scikit- learn), Software Engineering for Data Science, Data Science at Scale (MapReduce, NoSQL, Spark), Advanced Machine Learning (Social Network Analysis, Time Series Analysis, Natural Language Processing, Deep Learning), Three Capstone Projects

DATA SCIENCE CAREER TRACK

Coursework: Cross-Sectional and Panel Data, Time Series, Data Science and Basic Machine Learning, International Trade, Advanced Topics in Trade Theory, Financial Decision Making, International Finance, Capstone: The Effect of Trade Openness on Domestic Unemployment Rate

SPRINGBOARD, VIRTUAL 2020

BACHELOR OF ECONOMICS OCEAN UNIVERSITY OF CHINA

QINGDAO, SHANDONG 2018

Coursework: Macroeconomics, Microeconomics, Regional Economics, Econometrics, Money and Banking, Industrial Economics, International Economics and Finance

AWARDS & D I S T I N C T I O N S

National Scholarship - Ministry of Education of PRC ( Nov 2016) Exceptional Student Award - Ocean University of China (Nov 2016) Social Practice Scholarship - Ocean University of China (Sept 2016) VERMONT ENERGY INVESTMENT CORPORATION, WASHINGTON, DC JULY 2020 – SEP 2020 JOHNS HOPKINS UNIVERSITY WASHINGTON, DC AUGUST 2018 – DECEMBER 2018 MICROECONOMICS TEACHING ASSISTANT

Evaluated and graded assignments and papers and assisted the professor with additional duties as required.

Served as a Teaching Assistant for the Microeconomics courses, supporting professors and providing additional resources, aid, and encouragement to students. Conducted research on performance incentive mechanisms using internal documentation, vendor databases, ACEEE conference materials, online essays, news report, and other accessible resources. Develop metrics showing data integrity and compliance to the process. Analyzed and compared different demand reduction programs taking into consideration diverse models, upper limitation of incentives, program duration, utilities results, achieved peak demand savings and others.

Reorganized PIM improvement insights delivered through conference, essays, and books in support of current pay-for-performance adjustments.

Produced and delivered a comprehensive report on performance incentive programs in support of business (KPI’s) plans, initiative, and pay-for-performance programs. Delivered report in an organized and comprehensible manner to team members in both written and presentation form. FINANCIAL ANALYST NOVEMBER 2019 – JULY 2020

Assisted owner with management of warehouse merchandise, updated inventory, processed request for additional products and kept balance sheets on sold items. Entered, evaluated, and organized finance and accounting reports and backend processes. Conducted daily financial analyses, monthly finance reporting, cash retention, and account management in the support of finance operational processes with CFO and finance leadership team. Projects included cost and benefit analysis of importing tea and tea accessories from overseas markets. Research, analysis, insights and recommendations presented to the finance management team. CHINGCHINGCHA TEA HOUSE, WASHINGTON, DC AUGUST 2019 – JUNE 2020 SALES ASSISTANT & OFFICE ADMINISTRATOR AUGUST 2019 – OCTOBER 2019 Educated customers on the usage of tea wares, Chinese tea and other products including incense, tea pots. Brewed tea and led customers on a journey to experience the beauty of tea and tea-ism. Demonstrated the history and stories behind Chinese tea ritual and cuisine. Supported the leadership team with administrative support, provided additional management, aid, and guidance to customers. Responsible for warehouse management, merchandise selling, intern training, and other duties as required.

OCEAN UNIVERSITY OF CHINA QINGDAO, SHANDONG, CHINA JUNE 2016 – JUNE 2018 RESEARCH ASSISTANT

Participate in China undergraduate mathematical contest in modeling. Collaborated within high- performing team of students with various backgrounds including computer science, telecommunication engineering, and economics

Participate in nation-sponsored program - Compensation Standard Design for Marine Ecosystem Damages. Contributed to project by creating questionnaire, as well as participating in academic seminars. Completed numerous translations of varied academic papers to support project. Y A N R U I

**************@*****.*** S O N G

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C O N T A C T

UNIVERSITY OF PENNSYLVANIA, THE WHARTON SCHOOL PHILADELPHIA, PA FEBRUARY 2017 PARTICIPANT

Finalized comprehensive due diligence report, presented a thorough overview of the operational and financial status of Fleur in support of merging the Chinese firm. Identified current challenges that Fleur was facing and the threat from competition from political, economical, and logistical, and consumer-base perspectives. Calculated the possible interest gain given potential customer identification, the growth rate of market volume, asset diversification, and competitor identification. Completed the analysis of risk from four areas - Human Resource, Strategy, Organization, and Integration. Uses the motivation of acquisition as the symbol to compare two firms’ strategy similarity. Strategized Fleur’s entry into China market by analyzing the political environment, market potential, technological implementation, cultural adaptation, and other relevant factors. Collaborated with teammates and developed constructive working relationships through consistent communication under stressful situations.

Completed the final analysis and presentation slides within three days. Business Case Contest - Wharton China Business Society, Case: China Sky’s Acquisition upon Fleur Studied relevant case material, defined key issues and strategized effective issue resolutions. Acquired comprehensive case knowledge and presented case findings, increasing business presentation skills, public speaking skills, teamwork as well as collaboration skills, and business networking abilities.

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