Charlotte Li
Partnerships & Operations Lead at Jiko- Claim this Profile
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Bio
Experience
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Jiko
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United States
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Financial Services
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1 - 100 Employee
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Partnerships & Operations Lead
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2023 - Present
San Francisco Bay Area 1st partnerships hire. Building Jiko's partnerships program to distribute its money storage product.
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Credit Karma
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United States
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Consumer Services
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700 & Above Employee
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Manager, Business Development & Partnerships, Credit Cards
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2020 - 2022
San Francisco, California, United States Credit Karma is the largest digital affiliate platform for financial products, and I worked on the partnerships team in their largest vertical, Credit Cards. I was responsible for sourcing, structuring, managing, and growing partnerships in the credit cards business, ranging from large bank institutions to FinTech issuers. I managed $80MM in annual revenue, and maintained positive YoY growth despite challenging economic conditions during the COVID recession.
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Senior Business Analyst, Business Development & Partnerships, Credit Cards
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2018 - 2020
San Francisco, California, United States I started at Credit Karma focusing on developing and executing growth initiatives and driving acquisition volume in the Cards business, from pricing strategy to product integrations to brand engagement initiatives. I supported the largest account and began independently managing a portfolio within 3 months.
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Consultant, Actuarial & Advanced Analytics, Insurance
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2017 - 2018
San Francisco, California, United States At Deloitte, I worked on providing advanced analytics services to insurance clients. In this role, I developed operational solutions for insurers for their most pressing challenges: bending the cost curve, streamlining outdated systems, and navigating regulatory changes. During this time, I achieved my actuarial credentials in the Casualty Actuarial Society, requiring 8 exams covering advanced statistical & probabilistic models, modern actuarial statistics, rate-making, coverage analysis… Show more At Deloitte, I worked on providing advanced analytics services to insurance clients. In this role, I developed operational solutions for insurers for their most pressing challenges: bending the cost curve, streamlining outdated systems, and navigating regulatory changes. During this time, I achieved my actuarial credentials in the Casualty Actuarial Society, requiring 8 exams covering advanced statistical & probabilistic models, modern actuarial statistics, rate-making, coverage analysis, financial mathematics, risk management, insurance law, and regulatory & financial reporting.
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Business Analyst, Actuarial & Advanced Analytics, Insurance
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2015 - 2017
New York, New York, United States I started off my career in an actuarial/analytics role, where I focused on loss reserve modeling and pricing for property/casualty insurance companies. I became an SME in statistical and actuarial techniques, including regression analysis, frequency-severity modeling, loss development tests, and evaluation of economic & regulatory trends.
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Education
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Columbia University
B.S. Operations Research, Minor in Economics