James Liu
Philadelphia,PA
Summary
Efficient Data Analyst with 7+ years of experience in data analysis, processing, and reporting. Proficient in SQL, Excel, and Tableau. Proven track record in ensuring data accuracy and integrity. Strong analytical skills with the ability to recognize patterns and correlations. Skilled in data visualization and quality assurance. Seeking a remote or hybrid data analyst role.
Overview
11
11
years of professional experience
Work History
Sr. Data Analyst
Verity
12.2017 - Current
- Enter and verify filing data accurately from the Securities Exchange Commission's EDGAR into the company database, ensuring data integrity
- Collaborated with team members to resolve discrepancies or missing information in the database
- Assist with monitoring, processing, and reviewing incoming quarterly and yearly earnings data
- Compile and send out monthly and quarterly dataset metric and accuracy reports for peers to review via Tableau
- Assisted in the development and implementation of new data entry procedures to improve efficiency via JIRA
- Performed regular audits of data entries to identify and correct errors while maintaining a high level of efficiency and accuracy
- Managed multiple projects simultaneously while meeting strict deadlines for data entry tasks
- Trained new employees on proper procedures for accurate and efficient data entry
- Developed and maintained documentation of standard operating procedures for data entry processes
- Responsible for overseeing and maintaining large sets of databases such as IPOs and lockups
- Implemented quality control measures by performing various SQL functions to ensure the integrity and accuracy of data and validate the results (Quality Assurance Board)
Billing Specialist/Accounts Receivable Clerk
National Management And Preservation Services
08.2016 - 12.2017
- Identified, researched, and resolved billing variances to maintain system accuracy and currency
- Perform daily financial transactions which include classifying, computing, posting, verifying, and recording accounts receivable data
- Update the accounts receivable/payable database with new accounts and or information daily
- Utilized advanced Microsoft Excel and QuickBooks functions to manage invoices and payments.
- Managed a large database of rejected invoices: Reduced the number of rejected invoices by more than 20% by implementing and revising new rejection processes to increase efficiency
- Performed invoice reconciliations and identified and reported any inconsistencies
- Quality check finished processed invoices from other departments and upload them onto clients' websites for approvals and payments
- Follow rules and regulations set by the US Department of Housing and Urban Development Mortgagee letter
Assistant Manager
Yummy Sushi Inc
05.2014 - 06.2016
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Assisted with recruitment and training of new staff
- Perform regular food and beverage preparation and presentation inspection and maintain inventory to enhance sales
- Coordinate with the general manager for everyday operations and maintain daily records of all transactions
Education
Bachelor of Science - Statistics
Montclair State University
Montclair, NJ12-2015
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Adobe Photoshop
- Intuit Quickbooks
- Accounts Receivable
- Tableau
- MySQL
- PostgreSQL
- Jira
- Mondaycom
- R
- Slack
- GAAP
- Linear Regression
- Trend Data Analysis
Groups
Theta Xi National Fraternity
Unified Asian American Student Organization
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Sr. Data Analyst
Verity
12.2017 - Current
Billing Specialist/Accounts Receivable Clerk
National Management And Preservation Services
08.2016 - 12.2017
Assistant Manager
Yummy Sushi Inc
05.2014 - 06.2016
Bachelor of Science - Statistics
Montclair State University
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