Data scientist and business intelligence engineer delivering enterprise analytics solutions through Power BI, SQL, Python, DAX, and Agentic AI automation. Generated $1.5M+ revenue by architecting complex data solutions, building agentic workflows, and implementing Databricks Genie and Microsoft Copilot for enterprise clients.
Expertise spans the full analytics lifecycle: ETL development, data modeling, dashboard creation, advances AI/ML pipeline that drives business outcomes.
Holds Master's in Business Data Analytics from Santa Clara University with hands-on experience in machine learning, NLP, and cloud platforms (Databricks, Fabric, Azure). Combines technical depth with business acumen to solve complex challenges through scalable AI-driven solutions.
Overview
7
7
years of professional experience
6
6
Certification
Work History
BI Solutions Consultant
QuickLaunch Analytics
Santa Cruz, California, United States
08.2024 - Current
Worked with 7 customer organizations to develop complex enterprise data analytics and reporting solutions. Generated $1.5M+ in revenue.
Led 8 large customer workshops on Microsoft Copilot, Databricks Genie, Prompt Engineering, and Agentic AI solutions.
Built complex agentic workflow with Zapier, N8N, MS Power Automate, Databricks Agents, and Copilot Studio to tackle challenging enterprise analytics tasks.
Trained and fine-tuned Databricks Genie space with deep knowledge on customer lakehouse data to support data model development (reduced development time by 5%) and improve end user experience (user adoption of Power BI usage increased by 12%).
Developed, built, and maintained new Power BI Dashboards and reports, introduced 50+ advanced DAX functions to support unique customer needs.
Led internal task force to rebuild all existing Out-of-Box dashboards and reports to include new DAX measures, visual types, and design.
Skillsets:
Strong SQL : Complex queries, large tables (millions of rows), performance optimization
Fluent Python, DAX, & JSON: Machine Learning models, ETL Data Pipeline, Workflow, Custom measures and functions
BI & Analytics Tools: Extensive experience in Databricks, Fabric, Tabular Editor, SSMS, Microsoft Power BI, Excel, FiveTran, and Github.
LLM & Agentic AI Tools: Extensive experience prompting and working with MCP Server, Zapier, Microsoft Power Automate, N8N, OpenAI, Anthropic Claude Code, Visual Studio, Microsoft Copilot, Databricks Genie and Agents
Business & Marketing Data Analyst
Lost Coast Media
Santa Cruz, California, United States
08.2022 - 09.2023
Utilized Azure Data Factory, performed data ETL, built data models, and wrote custom M-code and DAX functions in Excel and Power BI to extract detailed business insights for 6 clients.
Developed Power BI dashboards for 6 clients for market, product, and account-level analysis to generate detailed business insights.
Achieved a seamless cloud storage migration for using MySQL for a large database with 100,000+ client entries.
Provided commercial performance analysis based on 100K+ Salesforce CRM Data and Gong Sales Calls Data leveraging NLTK, PCA, and Linear + Logistic Regression analysis.
Focused on expanding Top-of-funnel revenue opportunities and expansion of ICP for 3 commercial partners.
Generated 1,000,000+ impressions by delivering 100 + marketing assets for clients.
Business Data Analyst and Marketing Specialist
Cruz Foam
Santa Cruz, California, United States
08.2021 - 06.2022
Collected large data (500K+ rows) on the sustainable packaging market, extracted data, and built relational data models using SQL.
Aggregated and cleaned data, executed missing value imputation using regression and KNN prediction, and performed EDA on 300+ variables, and handled outliers to ensure data quality.
Wrote custom DAX functions to identify unique product-market fit, and built 10+ interactive data visualization dashboards leveraging Microsoft Power BI.
Integrated with the operations team, analyzed manufacturing data, and achieved a 92% efficiency improvement in production machineries.
Reduced raw material procurement costs by 12% by re-aligning suppliers in innovative purchase methods.
Improved keyword rankings from 22 on average to 3, enhanced click-through rate by 0.57% on Facebook Ads, and increased conversion rates by 7%.
Marketing Analyst Intern
SiriusXM
06.2021 - 10.2021
Conducted comprehensive competitive analysis of the SXM streaming services across multiple platforms, including iOS, Google Play, Roku, and Amazon.
Deployed Scrapy and NLTK in Python to analyze customer app interaction, app store reviews, and collected feedback on 200,000+ data points to identify key areas of improvement for the new SXM streaming app.
Boosted the Click-Through Rate (CTR) from 2.3% to 4.8% within six weeks by conducting A/B testing on summer ad campaigns targeting specific age groups on social media platforms.
Developed 3 data visualization dashboards using Power BI with custom M code and DAX queries to highlight consumer behavior and churn rate.
Reduced monthly churn rate by 2.2%, and reduced likelihood of first-month cancellation by 12%.
Co-Founder & Business Analyst
GetVirtual
Santa Clara, California, United States
01.2020 - 10.2021
Led a team of 12 marketers/analysts and onboarded 22 local businesses.
Identified requirements and deliverables for 10+ businesses to conduct fit-gap analysis and used Agile method to create user stories and consulting project timeline.
Employed SQL to perform ETL on customer marketing, sales, and inventory data; built relational models to lay groundwork for clients' additional online revenue streams.
Developed 6 data visualization dashboards in Tableau and leveraged parameter/calculated fields to show sales performance, conversion rate, and competitor analysis.
Achieved an average of 8.2% increase in online sales revenue among all clients.
Enhanced click-through rate on average by 0.82% on Facebook and Instagram Ads.
Drove clients' marketing and growth strategy by 5 channels on average.
Co-Founder
Koodos
06.2019 - 01.2021
Koodos was started with the idea that splitting the bill 10 different ways was highly inefficient and unnecessary for both businesses and customers. For Customers, waiting 15-20 minutes for the bill is very annoying. For Businesses, having to split a single bill multiple ways is time-consuming and costly. We believe that paying the bill should be seamless and simple, with no wasted effort, so we built a platform to enable it. At Koodos, we aim to improve the dining experience by revolutionizing the way that you pay and split bills. Going out to eat with your best friends sounds great, but splitting that bill 10 different ways seems agonizing and unnecessary. We make it easy for anyone to split the tab with a push of a button.
Our solution is to create a virtual wallet that is shared between you and your friends. Each person will pay for what they ordered, that money is added to the wallet, and when the total in the wallet matches the bill, the wallet is sent to the restaurant. As simple as one would send money to their friends through Venmo, Koodos enable quick mobile transactions from the customers to restaurants.
Our grand vision for Koodos is for it to become a new standard for mobile payments between restaurants and customers.
President
SCEE (Student Creativity and Entrepreneurial Empowerment)
Santa Cruz, CA
01.2019 - 09.2020
Co-founded and served as the first president of SCEE (Student Creativity and Entrepreneurial Empowerment) - the biggest student Entrepreneurship organization at UC Santa Cruz. We aim to build a diverse community of student entrepreneurs with mentors to inspire and guide them, and funding opportunities to support their ventures.
Primary achievements include:
1, Event planning:
- handled logistics for all career development workshops, networking events, and pitching competitions. - successfully hosted 3 workshops in the 2019 school year with a total of 1000+ attendees.
- successfully hosted Slug Tank, UCSC's own 'Shark Tank' style event, and helped 10 teams to build their pitch decks and refine their business model canvas.
2, Sponsorship & partnership outreach:
- led SCEE to become one of the first student-led initiatives to receive the UCSC Board of Opportunity Fund.
- acquired support from various departments from UC campus including Baskin Engineering, CIED (Center for Innovation and Entrepreneurship Development), with a goal to promote interdisciplinary collaboration.
- established 4 key partnerships with companies and non-profit within Santa Cruz within the first 5 months of taking up the role.
3, Recognition
- recognized for my leadership and initiative efforts in Santa Cruz's entrepreneurship and innovation community. Nominated by UCSC Center for Innovation and Entrepreneurship Development (CIED) to represent UCSC at Blackstone Launchpad Startup Weekend at UCLA powered by Techstars.
- Nominated by Santa Cruz Works (the largest business community in the county) to Titans of Tech 2020.
UC Innovation Ambassador
Big Ideas Competition, UC Berkeley
Berkeley, California
08.2019 - 12.2019
Worked with students, academic and industry leaders, and the Big Ideas team to foster and engage the social innovation network on campus. Helped over 25 teams refine their business idea, assisted in pitching and pitch deck building, and helped with their submission to the Big Ideas Contest.
Provided aspiring student entrepreneurs with a platform and the resources necessary to transform their innovative ideas into promising social ventures.
Education
Master of Science - MS - Business Data Analytics
Santa Clara University
06.2024
Bachelor's degree - Applied Economics
Santa Clara University
06.2022
Bachelor's degree - Digital Communication and Media/Multimedia
Santa Clara University
06.2022
Skills
Python, SQL, R, DAX, M-code
Machine Learning & LLM
Data-driven business analysis
Experience in developing agentic AI systems
Data lakehouse architecture
Expertise in dashboard design & data visualization
Expertise in data management software
Certification
Microsoft Power BI Data Analyst Associate
Google Advanced Data Analytics Certificate
Google Project Management Certificate
GetVirtual Digital Marketing Certificate
ECornell Digital Marketing Analytics Certificate
Languages
English (Native or Bilingual)
Chinese (Native or Bilingual)
Timeline
BI Solutions Consultant
QuickLaunch Analytics
08.2024 - Current
Business & Marketing Data Analyst
Lost Coast Media
08.2022 - 09.2023
Business Data Analyst and Marketing Specialist
Cruz Foam
08.2021 - 06.2022
Marketing Analyst Intern
SiriusXM
06.2021 - 10.2021
Co-Founder & Business Analyst
GetVirtual
01.2020 - 10.2021
UC Innovation Ambassador
Big Ideas Competition, UC Berkeley
08.2019 - 12.2019
Co-Founder
Koodos
06.2019 - 01.2021
President
SCEE (Student Creativity and Entrepreneurial Empowerment)
01.2019 - 09.2020
Bachelor's degree - Applied Economics
Santa Clara University
Bachelor's degree - Digital Communication and Media/Multimedia