Data Analyst Microsoft Dynamics

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Linda R. Liu

US. Citizen

Chicago, Illinois

************@*****.***

Education:

Business Administration, MBA, National Louis University, Chicago, IL. May 2010 Biostatistics Major, MPH, University of Illinois at Chicago (UIC), IL. May 2015 Summary of skillset:

● Great negotiation and selling skills.

● Strong statistics and analytical skills.

● Expert in SAP (System Applications and Products in Data Processing) and ERP in procurement practice.

● Strong SAS programming skills for Healthcare Claims and Financial reports through SAS Enterprise Guide 6.1

● Advanced proficiency within Microsoft Excel, including pivot tables, VLookup, IF function, filters, charts and macros.

● Professional experience with Microsoft Dynamics 365 Vicinity 4.44 to run MRP reports for Raw materials or components or Customer CSM (customer supplied material) or finished Goods,

● Proficiency on Microsoft dynamics GP to create or edit PO or run Smart List

● Experience in creating proposal document for the subcontract agreement.

● Competency in Microsoft Power BI for creating reports/dashboard.

• Strong creative problem-solving skills and critical thinking.

● Highly effective interaction with all levels of organization and suppliers.

● Professional in PDF Acrobat Pro & PDF-Xchange Editor for compiling & Bookmarks. Management Experience: Strong project management skills

● Independently and knowledgeable in procurement operation.

● Maintain and improve relationship between vendors and industry.

● Manage and supervise the data analyst team.

● Supervise Medical or pharmacy students during health screening events. Recruiting & Consulting Skill:

● Strong recruiting skills and community outreach experience in the Chinese community in the Chicago for recruiting potential clients and promoting violence reduction or prevention.

● Teaching experience as a teaching assistant and a summer program instructor at UIC.

● Working experience with providing statistics consulting to medical students & residents. Certificates: Certificates for Basic, Intermediate, to Advanced Microsoft Excel from Harry S. Truman College Language Skill: Bilingual proficiency in English and Chinese (Mandarin). Working Experience:

Buyer, Full Time, Best Foods, Chicago, March 2024 –

• Work independently, very efficiently, productively, and motivated. o Poultry category:

Sourcing, Buying and Selling of poultry products: Strong experience in poultry procurement, including sourcing, conducting negotiations and buying from the leading suppliers, and then selling the poultry products to the Distribution Centers’ (DCs) in different states in the US.

Develop and implement sales strategies to grow the poultry category, driving revenue and market share from DCs, since DCs might purchase products from the local market.

Researching the market trend, pricing fluctuations, supply chain dynamics, and combining the daily Umer Barry of Poultry to make informed purchasing decisions and identifying potential risks and opportunities for distribution centers.

Ensure optimal pricing, cost-effectively, quality, availability, timely delivery, & maximizing profitability

Demand planning, forecasting and scheduling through ERP:

Forecast demand & ensure timely procurement of required products for each distribution center.

Monitor inventory levels, daily or weekly sales’ trends, promotional activities, market dynamics, and leading time for each product to ensure supply meets demand. 2

Create the 1-year commitment orders of certain products between Distribution center and the supplier after researching the past 5 years of purchasing historical data, the pricing fluctuation, and the product’s availability, especially during different seasons. o Produce category: Vegetables and fruits

Including: Produce of China, produce of USA, produce of Mexico.

Source and purchase vegetable and fruits from Chicago local, California, or Canada

Arrange the truck for the not-full truck load purchasing. o Frozen category: ACC/Kings cakes, Wanton & Baily Egg rolls and wrappers, Lucky noodles & Biscuits

Develop and maintain demand forecasts by utilizing historical data, market trends, the leading time for each product or the overseas purchasing.

Optimize stock levels and minimize excess and obsolete inventory o Manage the strategic relationship with the suppliers and the DCs through strong negotiation, communication and problem-solving skills.

Build and maintain strong relationships with suppliers to secure high-quality products at optimal pricing.

Develop and execute category-specific procurement strategies for poultry, ensuring the right balance of cost, quality, and supplier reliability.

Strong project management skills and the ability to manage multiple priorities in a fast-paced environment. o Being productive. For example, in the week of October 7th, 2024, I sold an extra 5 truckloads of poultry to DCs, which was worth a total of $250,000, and in the following week, I sold an extra 3 truckloads to DCs. On average, I proactively sell 5 to 7 extra truckloads of poultry products in addition to those at least 12 truckloads weekly commitment purchase orders to my DCs.

• Very strong capability to adapt to a new environment and quickly independently work on the different categories of the products at the current company; even the training/transition was lacking. o Dry goods/commodity: on the 5th day as a new hire, taking over a senior’s work or duty more than a month during her vacation in China:

Run the daily inventory program and submit the Qlik report to the manager, and based on this daily report create the purchase orders, schedule in or schedule out, or cancel the existing POs.

Bill the BOL and submit the invoice to the finance department and DCs through ERP.

Especially worked on oil, creamy, clear liquid, butcher boy, clear fry oil, creamy fry oil, an oil, dragon oil, dragon clear fry Mike oil, Mayonnaise, bucket mayonnaise, Liquid Margarine Cocktail, 4%Vinegar, 5% Vinegar, etc. Others: Bleach, toilet paper, detergent, soap powder, etc. o Poultry category: in the 2nd month as a new hire, only one and a half days of the transition, starting to independently work on the new category, Poultry; and the previous coworker took medical leave.

Comprehensive knowledge of poultry supply chains, market trends, product specs, and shelf-life. o Imported goods: knowledge on creating POs related to the duty, regulations, certificates, and FDA HOLD, etc.

• Proficient in inventory management and ERP systems: Being an expert in ERP to create, edit purchase orders

(POs), to plan or forecast the products in inventory.

• Proactive problem-solver with strong decision-making skills. o Quickly creating the claim and working with the suppliers to get credit back for the DCs due to mixed products, or missed products, or bad quality, or a shortage in weight for a product o Finding and resolving the discrepancy between the BOL and the supplier’s confirmation, or between the supplier and our finance department for the invoice’s discrepancy. o Return sale credit through ERP back to the distribution centres, get the PO credit from the vendor. Procurement Administrator, Full Time, CRRC, Chicago, IL. June 2022 – Feb 2024

● Management: Manage the relationship between the vendors & CRRC in production, after-sale, and services. o Host the weekly external meeting for routing operation and the key issues (such as seeking root cause analysis) during production or service, including vendors, CTA, and CRRC; and the internal meeting, including the production, commission, logistics, quality inspection, and after-sales department. o Be a primary liaison between vendors and industry. In charge of the following main national and international vendors: Siemens, such as Siemens Rail Automation (ATC), Powertech (APS), Wabtec, including TransTech

(Current collector), and Bach Simpson in Canada (Event Record), etc. o Create the monthly payment plan to forecast the overall payment for the Finance Department. o Train and mentor assigned new co-workers; help the project manager assist other coworkers who are having a hard time using SAP software.

o Monitor suppliers' performance and adherence to service level agreements during the life of contracts. o Ensure vendor compliance with company purchasing and quality policies. o Work very independently and be knowledgeable.

● Analyst role: Being an SAP expert.

o Running SAP (System Applications and Products in Data Processing) software to monitor the purchase based on subcontracts between vendors and industry, and maintenance inventory for production and after-sale 3

departments, verify the vendors’ invoices to align with DAC (Delivery Acceptance Certificate), and compare the quantities between industry’s receive and vendors’ deliveries, and as well as the comparison of the open purchase orders between CRRC and vendors.

o Using the SAP system to create purchase orders, including mass recurring orders, nonrecurring orders, Capital spare orders, etc. The process includes steps such as creating gross price conditions, batching purchase contracts, generating source lists, creating purchase orders in mass, printing the purchase orders, etc. o Using advanced Excel functions, such as VLookUp, Pivot table, and IF function, to run monthly BOM reports for all vendors at industry from SAP’s output.

o Building an inventory database from SAP output for each vendor when working on their invoices. There were multiple POs with partial delivery for each SRA invoice, for example, 11 POs with partial delivery for an invoice. For each invoice, there were 12 kinds of parts, and each part had different quantities based on SRA’s shipment plan. In order to issue the payment by the finance department, I need to check every part is ready for the finance department, which means the PO number, part number, part unit price, and part quantity on the vendor’s invoice needed to be fully matched among DAC and SAP records on the CRRC side, packing slips and invoices from vendors, as well as the correct total dollar amount. In addition, those parts on the vendor’s invoice should pass industry quality inspection as well. o Analysing the products’ receiving situation, such as the number being delivered by vendors, the number of orders, how many parts have been invoiced, the payment and invoice situation, etc. o Using Power BI to analyse the NNPs (Notice of Nonconforming Product) for different vendors.

• Production Demand Planning and Scheduling.

o Run MRP daily reports through Microsoft Dynamics 365 Vicinity 4.44 a. Run daily MRP exception file to reschedule in or reschedule out or cancel purchase order. b. Run the monthly MRP forecast file.

o Monitoring inventory levels and purchasing materials based on MRP reports to avoid stock-outs. a. Reviewing the daily MRP reports for the current inventory, forecasting, production’s demand and the lead time to decide whether to create new POs or reschedule the existing POs. b. Reviewing MRP exception reports for the Past due, pushing in or out, or cancelling POs

• Creating or editing Purchase Orders (POs) through Microsoft Dynamics GP or ERP.

● Creating proposal documents for the subcontract agreement. o Propose and document the subcontract agreements due to the unit price change of existing parts or adding new parts from vendors, such as Siemens and ABB, etc. o Based on the subcontract agreement, not only verify the prepayment for each vendor’s invoice for the finance department, but also verify that vendor deliveries follow the requirements of the subcontract. o Prepare the subcontract agreement with a new vendor, such as Fabreek company in Illinois, after doing the sourcing on different potential vendors.

o Manage the supplier relationship and coordinate with vendors to resolve the abnormal or dysfunctional parts.

● Significant contribution & creative problem-solving skill: o 1st: saved $11,591.52 in April 2023 for CRRC through the negotiation of the unit price with vendor Fabreeka. o 2nd: avoided a major financial loss ($90,636 check) in Feb. 2022 for CRRC. The vendor, TransTech, used the same two purchase orders for two different-aged invoices dated in 2021. Neither the Finance department nor the previous procurement administrator in charge of this vendor found these two invoices to be duplicates. I found our finance department only needed to pay one. o 3rd: Saved the loss from Logistics, who did not record six of TransTech’s parts in the SAP inventory on March 15, 2023, which means the invoice of $150,000.00 cannot be paid from our finance department to vendor TransTech. After the deep investigation through the inventory in SAP, the DAC, the packing slip, etc., I found the logistics department's mistakes in not keeping a record of receiving these parts, which were then corrected. o 4th: Strong problem-solving skills. Helped the procurement manager/director resolve the tough and aged invoices' issues. Proposed the strategy to resolve the aged invoices of more than a million dollars and did the analysis for how to process these aged invoices due to the lack of certain parts in SAP inventory. Not only run the created database from dynamic SAP inventory to pay the current available portion, but also plan how to resolve the years' mystery of the aged invoices to maximum match the vendors’ interest.

● Strong Financial Acumen.

o Good understanding of Finance principles and fundamentals o Guide vendors’ financial personnel to revise their incorrect invoices due to the wrong unit price, mismatched POs, miscalculation, etc.

o Work on Change orders for vendors, such as the ABB company.

● Strong working ethic & ability:

o During several weeks’ trip in China in 2023 Summer, I was still able to perform my duties as usual, such as hosting the vendors’ weekly meeting, monitoring the delivery of vendors, handling the conversation among co- workers and vendors, creating purchase order and verifying invoices, etc. o Self-motivated individual with a strong work ethic, both autonomous and collaborative in a team environment. 4

Data Analyst II, Full Time, UHH, Chicago, IL, Aug 2016 — June 2020

● Created monthly reports & Performing Ad-Hoc analysis via SAS Enterprise Guide 6.1 (selected projects): o COVID-19 project one: report paid claims by incurred month for COVID-19/ Respiratory Summary. o COVID-19 project two: calculate per event the average paid and co-pay per event, average coinsurance, and average deductibles.

o Other projects include ER rates’ project, Chicago medical and pharmacy claims’ metrics, Social Determine of Health (SDOH) analysis, Diabetes prevalence rate, AU plan Acute Inpatient Hospital Listing, etc.

● Created Medical Analysis Reporting System (MARS) books for different insurance plans every month.

● Used the Microsoft Power BI business analytics tool in Medicare projects for several plans.

● Completed Medicare projects through the FujitsuNetCoBOL (Medicare IP pricer application Cobol) app and searched hospital IDs through CMS website.

Data & Reporting Analyst, Full Time, BMO Bank Financial Group, Chicago, IL, July 2015 — July 2016

● Used SAS Enterprise Guide 4.3 at UNIX (AIX) system (Agentless AIX SAS) with advanced SAS (Macro, SQL, Array)

● Used Microsoft SQL Server Management Studio.

● Used SQL and SAS programming/tools to build financial reports focused on liquidity coverage ratio (LCR), and to identify the cause of defects/discrepancies between the financial reports from LRM and MRP.

● Performed Gap Analysis through Proc Compare in SAS, and VLOOKUP, IF function in Excel.

● Mapped data from different data sources to build NLP (Net Liquidity Position) segments. To query, calculate and map the data used for the LCR calculation.

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