Analytics and Reporting Specialist
Sep 2021 - Present, Burlington, MA
• Design dashboards and ad hoc reports supporting senior to mid-level sales management to evaluate effectiveness of sales strategy and execution using Tableau and Power BI.
• Communicate with sales enablement and controlling teams to understand sales metrics perspectives, bridge comprehension gap and improve inconsistencies in Palantir Foundry and SAP sales data.
Data Analytics Intern
June 2021 - Aug 2021, Marlborough, MA
• Create and maintain consolidated Tableau dashboards from multiple sources for firm’s top three drugs and present actionable insights to Marketing department, resulting in more accurate and faster marketing decisions.
• Contribute to Decision Insights department’s effort to develop deep customer insights and fuel firm’s commercial decisions.
• Initiate FRD documentation of dashboards’ metadata, data sources, dimension/metrics, and how data join together.
Oracle NetSuite Developer
January 2020 - May 2021, Hanoi, Vietnam
• Extracted, cleaned and transformed financial data from Oracle NetSuite (Suite Analytics).
• Designed sales and operations dashboards with Tableau; analyzed KPIs, presented insights to executives.
• Performed as remote help desk, assessed system issues, communicated with end-users regarding operational problems, provided weekly training sessions to ensure smooth transition from legacy platform.
• Customized front-end elements (forms, lists, workflows), updated records, and documented changes and instructions.
Strategic Pricing and Contracting Intern
June 2020 - October 2020, Marlborough, MA
• Streamlined operational activities with VBA Macros scripting, improved efficiency and productivity to department.
• Reduced 80% time spent on processes: Part D rebate from 10 hours to 30 minutes, Market Access customer report from two hours to 10 minutes, Medicaid invoices reconciliation from five hours to an hour.
• Built financial models to quantify monetary impacts of potential changes in health insurance policies, presented findings to Health Policy & Reimbursement team, notified management of $300 million in potential liability.
• Led team of six colleagues to brainstorm, develop and pitch a best-in-class intern program recommendation to HR.
Investment Analyst Intern
June 2019 - September 2019, Hanoi, Vietnam
• Constructed valuation models using DCF, Multiples, and NAV method with Excel, evaluated stocks in oil and plastics industries, issued recommendations for portfolio managers.
• Pitched seven stocks in plastics industries to aid portfolio managers in making accurate and timely investment decisions regarding firm’s $3M+ portfolio.
• Examined shareholders’ meetings, conference calls, and analyst meetings transcripts of 10+ firms in construction and plastics industry to garner information on stock price moves.
Intern at Audit Support Dept.
June 2017 - August 2017, Hanoi, Vietnam
• Increased efficiency of auditing process by reviewing 60+ audit reports
and cross-checking with companies’ financial statements prior to publishing.
• Identified and investigated 30+ operating and future projects on Energy
Production in Vietnam from 2010 to 2021.
• Utilized research experience to evaluate 100+ public companies on HOSE
and HNX regarding stock performance trading.
• Organized Lighting Up Your Future scholarship project; delivered 100 meals
to patients of Hospital E, Hanoi, as an effort from Deloitte CSR program to
contribute to local communities.
Loan Analyst
August 2015 - December 2015, Waltham, MA
• Reviewed loan applications totaling $6000 from small business and start-ups
in Waltham area.
• Identified and evaluated risk factors in customers’ balance statements, tax
return forms, and income statements.
• Analyzed financial statements and related documents to conclude applicants’
capability to pay loans.
Master of Science in Management & Data Analytics, 2023
• GPA: 4.0/4.0
Master of Science in Finance, 2020
• GPA: 3.9/4.0
• Coursework: Advanced Managerial Finance, Market & Investments
Bachelor of Science in Corporate Finance, 2019
• GPA: 3.5/4.0
• Dean’s List (GPA over 3.3) for 6 semesters
• Coursework: Derivatives, Computational Finance, Applied Corporate Finance
• Google Analytics Beginner & Advanced Certificate
• Passed CFA Level 1, recipient of CFA Scholarship
• Bloomberg Market Concept Certificate, 2017
Data Analytics: ETL, cleaning data, web scraping, data analysis, data visualization, dashboard design
Finance: Equity Valuation, Capital Budgeting, Revenue Forecasting, Option Pricing
Data Science: Exploratory Analysis, Regression, Classification
Technical:
- Programming: Python (NumPy, Pandas), R, SQL, Tableau
- Visualization: Tableau, Matplotlib, Seaborn, ggplot2
- Finance: Excel, Excel VBA
- Designing: Adobe Photoshop, Premiere