Richard Zhu

• Designer and Developer for 20+ Qlik Sense dashboards; built from the bottom up using SQL, CSV files, and Qlik sense data load editor - contributing to the company's highest AR in the last 4 years.
• Built/Designed queries for both permanent dashboards and Ad-Hoc use.
• Integrated business financial KPI and Profit/Loss Statement into automated Qlik Sense views to track monthly progress.
• Developed/Designed reports/dashboards for all levels of corporate hierarchy: Stakeholders/Owners, CEO/CFO, Executive heads, Regional District Managers, District Coordinators and Stores. Allowing greater transparency, tracking, and more efficient resource allocations.
• Designed custom reports at the request of Stakeholders, CEO/CFO, Executive managers, using N-Printing; giving way for timely deliverables on A/R, and it's breakdowns to Expected vs Actual amounts to Principal, Interest, and Fees.
• Developer for back-end data security rules and set the standard for security access rights and privileges including: all user hierarchies for data access, viewability, and licensing allocations.
• Database management and Data Validation for SSMS (SQL) from business' live database to secondary database.
• Integrated external source data (Webscraping) via CSVs to Finance Team database using SQL.
• Provided comparative statistical views for: Yearly, Monthly, Weekly, and Daily views for both true and fiscal timelines - narrowing data tracking to the most recent hour.
• Participated in requirements meetings and data mapping sessions to understand business needs.
• Researched and resolved issues regarding integrity of data flow into databases - resulting in shorter query times and less drag on back-end resources.
• Identified and documented detailed business rules and use cases based on requirements analysis.
• Provided training with Qlik to improve data management, monitored use and suggested improvements.

Obtained 5 years (1 year with Sievo) of experience involving:

• SQL/Database - wrote queries for Ad-Hoc reporting use.
• QLIK View/Qlik Sense - spend analysis reporting for client-side Executives. Provided transparency for expenses and savings opportunity - contributing to an overall 10% savings for clients' total company valuation.
• Customer relations/development - data validation, remote meetings, end-user training.
• Data management/Warehousing
• Savings budgeting - created dashboards to show opportunities for savings or more efficient allocation of resources; resulting in approximate 5% increase in overall profits in semi-annual views.
• National and International CRM development