Business Analyst Power Bi

Zhaolei (Leo) Xu

Finance Analyst Business Analyst Data Engineer MBA

Danville, CA 94526 ********@*****.*** 310-***-**** LinkedIn: https://www.linkedin.com/in/zhaolei-leo-xu-630328103/ PROFESSIONAL SUMMARY

Results-driven Supply Chain & Finance Analyst with 7+ years of experience in financial modeling, performance analysis, forecasting, and strategic planning. Strong technical background in SQL, Power BI, Python, and Excel to transform data into actionable financial insights. Proven success in supporting executive decision-making, optimizing operational efficiency, and improving profitability through advanced analytics. CORE COMPETENCIES

• Financial Modeling & Analysis

• Forecasting & Budgeting

• KPI & Variance Analysis

• ROI / TCO Evaluation

• Dashboard & Reporting (Power BI, Tableau)

• SQL, Python, Excel, SAP, D365

• Data Visualization & Storytelling

• Cross-functional Collaboration

PROFESSIONAL EXPERIENCE

Business Intelligence Data Analyst

Peet’s Coffee and Tea – Tracy, CA

Jul 2021 – Present

• Performed in-depth financial performance analysis across sales, retention, and operational KPIs, driving a $2.5M quarterly revenue increase through strategic realignment.

• Developed time series models to forecast sales demand with 95%+ accuracy, optimizing inventory costs and reducing stockout by 20%.

• Created dynamic dashboards in Power BI for financial and executive reporting, enhancing data accessibility and decision speed.

• Led scenario-based financial modeling using Python and Excel to support a $5M market entry strategy.

• Automated reporting processes, reducing manual effort by 50% and enabling real-time monitoring of financial metrics.

• Partnered with finance teams to analyze cost structures and support resource allocation during quarterly planning.

• Conducted root cause analysis on financial anomalies, identifying system errors leading to a

$250K/month loss.

Senior Inventory Data Analyst

Biagi Bros – Napa, CA

Oct 2017 – Jan 2021

• Managed valuation and costing for over 100K SKUs, ensuring accurate inventory accounting in alignment with GAAP standards.

• Conducted variance analysis and reconciliations that improved inventory accuracy and financial reporting.

• Led cross-department collaboration to streamline inventory processes, reducing financial discrepancies by 15%.

• Provided financial insights from customer data, enhancing profitability and retention through targeted strategies.

Senior Inventory Analyst

INDITEX (Zara) – Shanghai, China

Aug 2011 – Oct 2014

• Oversaw inventory financial reporting for 100+ stores and 3 warehouses, providing actionable insights to the finance team.

• Identified and resolved stock loss issues, improving financial controls and reporting accuracy.

• Balanced theoretical and physical inventory to reduce discrepancies and ensure accurate financial reporting.

Logistics Analyst

Panalpina World Transport – Shanghai, China

Oct 2008 – Aug 2011

• Coordinated logistics and customs processes to optimize shipping efficiency and reduce transportation costs.

• Generated cost-efficiency reports supporting budget optimization and performance monitoring.

EDUCATION & CERTIFICATIONS

• MBA, Small Business & Entrepreneurship at California Lutheran University, CA 2015 - 2017

• Bachelor in Accounting at Holmes Institute, Sydney, Australia 2005 - 2008

• Certificate in Business Analysis – UC Berkeley Extension 2022

• Certificate in Microsoft Power BI – 2024

• SQL Certification – 2023

• Certificate in Data Engineering – 2025 (in progress)

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