CHARLIE ZOU
Phoenix,USA
Summary
Talented Senior hands-on Analytics Leader and Experienced PhD Statistician Offering 15+ years of deep industrial experience and expertise in Advanced Analytics and Data Science resolving business problems utilizing strong Statistical Analysis, predictive modeling skills and communication skills. Leverages intellectual curiosity, ingenuity, and commitment to excellence to consistently deliver results.
Professional with strong expertise in analytics, well-prepared to drive impactful insights and strategic decision-making. Skilled in data analysis, statistical modeling, and data visualization, ensuring accurate and actionable results. Valued for collaborative approach, adaptability, and consistent achievement of team goals. Known for reliability and ability to meet evolving business needs effectively.
Knowledgeable [Desired Position] with solid background in analytics consulting. Expertise in delivering actionable insights and strategic recommendations, leading to improved business performance. Demonstrated ability to leverage data visualization and statistical analysis to solve complex problems.
Overview
13
13
years of professional experience
Work History
Lead Analytics Consultant, Advanced Analytics
Wells Fargo
12.2023 - Current
- Developed an automatic monitoring and alert system for company’s customers claimants for selecting topics for further investigation and intervention
- Using Python to conducted Topic Modeling for Identifying Root Cause of Customers’ Complaints
- Built a model to track and prevent customer services to customer escalated complaints
Consultant and Tutor
FREELANCE CONSULTING
07.2022 - 11.2023
- Provide math tutoring for high school and college students
- Drive analytical strategies for clients across various sectors by performing robust statistical analysis on diverse datasets including environmental data for an energy company, Borg data for hospital research project, and longitudinal data for a university study
Manager, Modeling & Data Analytics, Data Scientist
MUTUAL OF OMAHA
03.2019 - 06.2022
- Company Overview: Fortune 500 mutual insurance and financial services company providing a variety of services, including life insurance, long-term care coverage, annuities, investments, and banking products to individuals, businesses, and groups in the USA
- Developed and implemented multiple direct marketing response/propensity models for various products such as Senior Life Insurance, Accidental Death, Cancer, which generated more than 500k incremental profitable business for the company
- Led and instructed an internal team of three on model development and mentored an external team member to enhance modeling skills, resulting in their accomplished model developments with applications
- Formulated several 'face amount' models, optimizing campaign selection by accurately predicting prospective revenue
- Built multiple survival models that enhanced the accuracy of calculating Customer Lifetime Value, leading to improved strategic decision-making and increased customer retention rates
- Steered a diverse team to streamline Claim Department's project, enhancing the same-day processing rate of death claims
- Researched information developed materials and presented 'How to Evaluate Rare Event Modeling' to 40+ Data Scientists of the Company virtually so the audience learned the right way to measure model
- Fortune 500 mutual insurance and financial services company providing a variety of services, including life insurance, long-term care coverage, annuities, investments, and banking products to individuals, businesses, and groups in the USA
Analytic Consulting- Sr. Manager
FICO
07.2017 - 02.2018
- Company Overview: FICO, or Fair Isaac Corporation, is a renowned American company that provides analytics software and related services, primarily focusing on credit scoring
- The Beijing, China office is part of its international presence, helping businesses in the region make better decisions leveraging data-driven insights
- Enhanced security measures by developing an Anti-Fraud Application model specifically for non-bureau credit card applicants, significantly mitigating the incidence of fraudulent transactions for a banking institution
- Spearheaded a collaborative team of two in evaluating third-party data, ultimately augmenting FICO's credit scoring capabilities within the Chinese market
- Oversaw sales and analytics team of three to communicate and present solutions to two big insurance companies, contributing to improved business relations and enhanced sales of consulting projects
- Orchestrated a team two performing model testing of A, B, C card for a big bank card center in Beijing, resulting in accomplishing the whole cycle of project for client
- Conducted comprehensive anti-fraud strategy training for a prominent credit card company in China, virtually educating over 50 participants, which spurred a strategic connection with the Head of the Fraud Department post-presentation
- FICO, or Fair Isaac Corporation, is a renowned American company that provides analytics software and related services, primarily focusing on credit scoring
- The Beijing, China office is part of its international presence, helping businesses in the region make better decisions leveraging data-driven insights
Data Analytics Specialist III
TXU ENERGY
12.2015 - 07.2017
- Company Overview: TXU Energy is one of the state's largest retail electricity providers known for innovation in energy efficiency and renewable power solutions, catering to a wide array of residential and commercial customers across Texas
- Researched and programmed a generic advanced machine learning algorithm which enables the whole modeling team to fast, easily, and automatically, develop best predictive models on various scenarios
- Pulled big data from Hadoop and built customer electricity usage forecasting model with accurate prediction so company can plan the purchasing the power
- Built customer survival model to calculate the lifetime value, so that company can more precisely predict the revenue brought from new customers
- Created attrition model for existing customers and deployed the model which keeps customers staying longer and increased profit of company
- Evaluated the efficacy of model implementation through data design and statistical analysis to make sure models are useful
- Validated the team’s predictive models and mentored other analysts on modeling techniques
- TXU Energy is one of the state's largest retail electricity providers known for innovation in energy efficiency and renewable power solutions, catering to a wide array of residential and commercial customers across Texas
Lead Data Scientist (Contractor)
OFFICE DEPOT
04.2015 - 10.2015
- Company Overview: Leading provider of business services, products, and digital workplace technology solutions to small, medium, and enterprise businesses, also provides copy and print services and operates a retail network across multiple countries
- Leveraged extensive real-time e-commerce data to develop diverse models, including propensity-to-purchase algorithms for both initial and returning visitors, and advanced lookalike models for customer lifecycle and segmentation
- Helped the IT team to implement the above-mentioned models
- Leading provider of business services, products, and digital workplace technology solutions to small, medium, and enterprise businesses, also provides copy and print services and operates a retail network across multiple countries
Sr. Data Scientist
APOLLO EDUCATION GROUP
03.2012 - 02.2015
- Company Overview: Provider of higher education programs for working adults by focusing on servicing the needs of the working adult
- Initiated and orchestrated the creation of a cross-functional Analytics Center of Excellence, unifying the company's data scientists to foster collaboration and significantly elevate the firm's overall analytics proficiency
- Designed analytics roadmap and data strategies for newly established branch companies so that it can deploy analytics
- Provided consultancy services for external business units’ analytical projects to help other team’s data scientists to finish their long-time-struggling projects
- Executed numerous efficacy studies, leveraging HR web application data, call center data, and adaptive learning tool data, resulting in critical recommendations that improved employee performance, student retention, and product efficacy
- Engineered and presented a suite of predictive models to company leadership, leading to enhanced conversion rates, graduation rates, faculty performance, and course completion rates across several universities, these models also facilitated more accurate enrollment forecasting and industry-wide retention predictions
- Provider of higher education programs for working adults by focusing on servicing the needs of the working adult
Education
Ph.D. - Statistics
UNIVERSITY OF TORONTO
Skills
- Data analysis
- Predictive modeling
- Statistical analysis
- Business intelligence
Accomplishments
- Improved relationship with [name of customer] by developing a unique business intelligence solution to meet complex requirements.
- Modified and improved existing databases to reduce processing time by [number] and improve accuracy by [number]%.
- Made recommendations on business intelligence tools to cut processing time by [number].
- Developed methods to integrate [name of process] and [name of process] to significantly improve workflow efficiency.
- Achieved [Result] by introducing [Software] for [Type] tasks.
- Documented and resolved [Issue] which led to [Results].
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Supervised team of [Number] staff members.
Green Card Holder
True
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Lead Analytics Consultant, Advanced Analytics
Wells Fargo
12.2023 - Current
Consultant and Tutor
FREELANCE CONSULTING
07.2022 - 11.2023
Manager, Modeling & Data Analytics, Data Scientist
MUTUAL OF OMAHA
03.2019 - 06.2022
Analytic Consulting- Sr. Manager
FICO
07.2017 - 02.2018
Data Analytics Specialist III
TXU ENERGY
12.2015 - 07.2017
Lead Data Scientist (Contractor)
OFFICE DEPOT
04.2015 - 10.2015
Sr. Data Scientist
APOLLO EDUCATION GROUP
03.2012 - 02.2015
Ph.D. - Statistics
UNIVERSITY OF TORONTO
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