Experience

OPIE Software

• United States
• Software Development
• 1 - 100 Employee

• Business & Data Analyst

  • May 2019 - Sep 2020

  Worked with BI and DBA teams to conduct data analysis on the raw healthcare databases and in-house patient data in OPIE software, an advanced software platform used by 80% of the Orthotics and Prosthetics business in U.S. • Used SQL to clean, extract, and merge 82 tables with 8 million rows and built 32 data documentations from patient survey reports on Quality Outcome website. Imported the clean datasets into Power BI using SQL queries and created dashboards for internal use. Served as… Show more Worked with BI and DBA teams to conduct data analysis on the raw healthcare databases and in-house patient data in OPIE software, an advanced software platform used by 80% of the Orthotics and Prosthetics business in U.S. • Used SQL to clean, extract, and merge 82 tables with 8 million rows and built 32 data documentations from patient survey reports on Quality Outcome website. Imported the clean datasets into Power BI using SQL queries and created dashboards for internal use. Served as Team Lead for the project and led progress update meetings with supervisor. • Researched and built 13 Data Analysis Expressions (DAX) functions and 8 tabs of data visualizations on Power BI to optimize dashboards. Published visualization dashboards to help company rebuild customized Quality Outcome website for sale to orthotics and prosthetics companies. • Used R to build the Forecasting Machine Learning model to track and forecast Days Sales Outstanding (DSO). Created and compared 5 different forecasting models to find the most suitable model for the data set. • Explored 76 variables to build 4 different regression models, adjusted the variables, and inferred the suitable model by comparing the Mean Square Error and adjusted R-squared. Model will be used to predict Days of Service (DOS). Show less Worked with BI and DBA teams to conduct data analysis on the raw healthcare databases and in-house patient data in OPIE software, an advanced software platform used by 80% of the Orthotics and Prosthetics business in U.S. • Used SQL to clean, extract, and merge 82 tables with 8 million rows and built 32 data documentations from patient survey reports on Quality Outcome website. Imported the clean datasets into Power BI using SQL queries and created dashboards for internal use. Served as… Show more Worked with BI and DBA teams to conduct data analysis on the raw healthcare databases and in-house patient data in OPIE software, an advanced software platform used by 80% of the Orthotics and Prosthetics business in U.S. • Used SQL to clean, extract, and merge 82 tables with 8 million rows and built 32 data documentations from patient survey reports on Quality Outcome website. Imported the clean datasets into Power BI using SQL queries and created dashboards for internal use. Served as Team Lead for the project and led progress update meetings with supervisor. • Researched and built 13 Data Analysis Expressions (DAX) functions and 8 tabs of data visualizations on Power BI to optimize dashboards. Published visualization dashboards to help company rebuild customized Quality Outcome website for sale to orthotics and prosthetics companies. • Used R to build the Forecasting Machine Learning model to track and forecast Days Sales Outstanding (DSO). Created and compared 5 different forecasting models to find the most suitable model for the data set. • Explored 76 variables to build 4 different regression models, adjusted the variables, and inferred the suitable model by comparing the Mean Square Error and adjusted R-squared. Model will be used to predict Days of Service (DOS). Show less



JIA-HUA Accounting & Tax Filing Service Agency

• Accountant/ Finance Analyst

  • Jun 2017 - Jul 2018

  Analyzed monthly financial statements and reviewed company ledgers to assess the financial conditions of the clients’ companies. Presented results and recommendations to client executives. • Assisted 10 companies by compiling materials focusing on business transaction reports to identify cost saving opportunities. Utilized internal software database to discover an unutilized tax cost savings of 5% for clients, resulting in an average monthly tax savings of $3K per client. • Evaluated… Show more Analyzed monthly financial statements and reviewed company ledgers to assess the financial conditions of the clients’ companies. Presented results and recommendations to client executives. • Assisted 10 companies by compiling materials focusing on business transaction reports to identify cost saving opportunities. Utilized internal software database to discover an unutilized tax cost savings of 5% for clients, resulting in an average monthly tax savings of $3K per client. • Evaluated clients’ invoices to calculate net income tax, saving them anywhere from $100 to $600 per month, and maintained ledgers. Updated monthly account and managed accounts receivables on voucher database to decrease the uncollectable-account expense. • Created Financial monthly analysis reports and dashboards with Excel Pivot Tables and VLookup functions. Supported clients and stakeholders to understand the trend of business performance and provided the idea to enhance the revenue based on the accountant side of view Show less Analyzed monthly financial statements and reviewed company ledgers to assess the financial conditions of the clients’ companies. Presented results and recommendations to client executives. • Assisted 10 companies by compiling materials focusing on business transaction reports to identify cost saving opportunities. Utilized internal software database to discover an unutilized tax cost savings of 5% for clients, resulting in an average monthly tax savings of $3K per client. • Evaluated… Show more Analyzed monthly financial statements and reviewed company ledgers to assess the financial conditions of the clients’ companies. Presented results and recommendations to client executives. • Assisted 10 companies by compiling materials focusing on business transaction reports to identify cost saving opportunities. Utilized internal software database to discover an unutilized tax cost savings of 5% for clients, resulting in an average monthly tax savings of $3K per client. • Evaluated clients’ invoices to calculate net income tax, saving them anywhere from $100 to $600 per month, and maintained ledgers. Updated monthly account and managed accounts receivables on voucher database to decrease the uncollectable-account expense. • Created Financial monthly analysis reports and dashboards with Excel Pivot Tables and VLookup functions. Supported clients and stakeholders to understand the trend of business performance and provided the idea to enhance the revenue based on the accountant side of view Show less



JOIN TIM CO., LTD.

• Customs Broker

  • Jun 2016 - May 2017

  Managed professional trading consulting relationships with 13 client companies in the food, manufacturing, and sales industries, saving clients an average of 5-10% on tariffs. Prepared official-form documentation for Customs clearance and fixed errors in client information that enabled quicker and more efficient Customs clearance . • Managed the import and export of over $1M in commodities. Utilized Customs Clearance System to develop international trading documentation for… Show more Managed professional trading consulting relationships with 13 client companies in the food, manufacturing, and sales industries, saving clients an average of 5-10% on tariffs. Prepared official-form documentation for Customs clearance and fixed errors in client information that enabled quicker and more efficient Customs clearance . • Managed the import and export of over $1M in commodities. Utilized Customs Clearance System to develop international trading documentation for final approval. • Engaged in Customs inspection at ports to check the physical commodities’ shipping mark, gross weight, and quantity of cargo. Assisted companies through emergencies at ports to prevent goods from being returned or destroyed by Customs. • Provided overseas trading consultation services to clients and explained Customs declaration proceeding details. Show less Managed professional trading consulting relationships with 13 client companies in the food, manufacturing, and sales industries, saving clients an average of 5-10% on tariffs. Prepared official-form documentation for Customs clearance and fixed errors in client information that enabled quicker and more efficient Customs clearance . • Managed the import and export of over $1M in commodities. Utilized Customs Clearance System to develop international trading documentation for… Show more Managed professional trading consulting relationships with 13 client companies in the food, manufacturing, and sales industries, saving clients an average of 5-10% on tariffs. Prepared official-form documentation for Customs clearance and fixed errors in client information that enabled quicker and more efficient Customs clearance . • Managed the import and export of over $1M in commodities. Utilized Customs Clearance System to develop international trading documentation for final approval. • Engaged in Customs inspection at ports to check the physical commodities’ shipping mark, gross weight, and quantity of cargo. Assisted companies through emergencies at ports to prevent goods from being returned or destroyed by Customs. • Provided overseas trading consultation services to clients and explained Customs declaration proceeding details. Show less