Kathy Xia

Discovering insights, identifying opportunities, and creating tools and processes that help increase trade investment productivity and drive profitable growth. Manage and maintain data integrity of over 30 Offline Planners for 16 Key accounts.

• Maintain and create new Power BI Dashboards and Data models using Dremio Datalake, Sharepoint, SAP and other various data warehouses.
• Supported leadership team with reporting, analysis and business presentations to inform divisional strategies
• Find and Improve data calculations and processes for these Offline Planners
• Create and Implement changes for faster processing in data validation processes
• Notable Achievements & Projects Created a new CAM Notes tool that is de-cluttered for ease of use. Tool is linked via Power Query to quickly append all 16 data sets into one Set up conversion macros in the Offline Planners for better 1:1 forecast comparison during CAM calls
• Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement

• Oversee consistent growth of company database
• Keep up to date with large variety of markets and company information in which clients are interested in
• Proofreading and testing of Company website updates as well as internal structure updates
• Notable Achievements & Projects: Increased Company Database Coverage by 20% Yearly using extensive research and MySQL

• Managed entirety of the Booking Operations, IT, Sales & the service team
• Meet & negotiate with local and online travel agencies
• Information gathering, market research and come up with competitive rate plans for operating week & year
• Maintain organized schedule of maintenance and employee working hours
• Notable Achievements & Projects: POS Integration: Led the successful transition of a Cloud Hotel POS systems using RoomMaster system
• Operations efficiency increased by 30% by having universal and real-time price updating system
• Improve current business and operational processes by automating Daily
• Income and shift spreadsheets via Microsoft Excel

Daily Responsibilities include: management and allocation of international and domestic equity trades for over 200 domestic clients

• Grow and nurture regular trading relations with 20+ priority clients
• Provide knowledgeable assistance and direction to clients, internal traders, and outside brokers such as Morgan Stanley, J.P Morgan, Wells Fargo, Deutsche Bank, Wellington and other major brokers
• Notable Achievements & Projects: Increased workflow and operational efficiency by 10% by automating manual population of essential daily spreadsheets via Microsoft Excel and Access Timed E-mail Confirmation Release: Introduced automation of Client E-mail
• Confirmation Emails via Outlook and Excel Macros Client Data Digital Encyclopedia: worked with international trading team members to put together an all-inclusive Client data and note log for universal use.