Leveraged advanced Excel and Tableau expertise to improve procurement efficiency by 20% through quarterly price book data gathering with 95% accuracy. Delivered impactful financial presentations, integrating dynamic visuals and clear explanations, to communicate market trends.
Generated monthly reports, including PR/PA analytics, with 98% accuracy, resulting in a 30% reduction in the purchasing cycle time.
Developed detailed financial dashboards monthly, with 95% accuracy, supported by Tableau, aiding strategic planning and driving financial health and growth.
Account Coordinator
Wistron- SMS InfoComm Corporation
Grapevine, TX
01.2023 - 07.2024
Leveraged advanced Excel skills and adept data analysis tools to conduct weekly open order reviews for the Dell project, thereby reducing order fulfillment time by 20% and ensuring the maintenance of an average Replenishment Rate above 98% on a monthly basis.
Ensured prompt and efficient resolution of escalations within one business day, achieving an average response time of 12 hours and reducing escalation rates by 30%, ultimately contributing to an increase in customer satisfaction.
Provided specialized support for urgent requests, critical issues, and complex queries, resulting in a 50% decrease in onboarding time for new team members on the Dell project.
Financial Analyst
Everrich Industries, Inc
Carrollton, Texas
12.2020 - 12.2021
Contributed to annual G&A budget consolidation, quarterly forecast monitoring, and strategic pricing adjustments. Led collaborative analysis of financial data for actionable insights. Implemented process improvements for more efficient budgeting and forecasting. Evaluated and optimized pricing strategies for market alignment and increased profitability.
Supported data-driven decision-making processes by integrating Salesforce Core systems strategies, even undertaking project management responsibilities when required. Regularly updated Business and Workstream Leads on progress using KPIs.
Collaborated on long-range financial plans and assessed monthly results, offering insights for strategic initiatives,and fostering cross-departmental alignment. Created data visualizations and reports by using Tableau, assisting teams in planning and project execution.
Pricing Strategist
Evershine Ventures
Taoyuan, Taiwan
01.2018 - 12.2019
Utilize standardized reporting and analysis of pricing data to identify trends, critical pricing issues, and provide actionable insights on pricing strategies, sales volume, margin optimization, and market share
Maintain expert-level knowledge of pricing systems, user security, and assist in business system administration to ensure accuracy and effective management
Collaborate with leadership and cross-functional teams to identify enhancement options and drive improvements in analytical models, reporting solutions, and system functionality
Translate business requirements into technical specifications for effective implementation of pricing system enhancements and changes.
Education
Master of Science - Information Technology And Management
The University of Texas At Dallas
Dallas, TX
12-2022
Bachelor of Science - Finance
The University of Texas At Dallas
Dallas, TX
12-2020
Skills
Python
SQL
SAP
Shopify
AWS Cloud
Google Analytics
Microsoft Office Suite (Proficient in Excel, Project, Word, PowerPoint, Access, Visio)
Tableau
ServiceMe
MyService
Project Management
Certification
Google Analytics
Level C technician for computer software application
Timeline
Business Analyst
Wistron- SMS InfoComm Corporation
07.2023 - Current
Account Coordinator
Wistron- SMS InfoComm Corporation
01.2023 - 07.2024
Financial Analyst
Everrich Industries, Inc
12.2020 - 12.2021
Pricing Strategist
Evershine Ventures
01.2018 - 12.2019
Master of Science - Information Technology And Management