Experience

Carlson Analytics Lab

• United States
• Information Services
• 1 - 100 Employee

• Data Science Consultant

  • Jul 2022 - Present

  Client: Top US Health Insurance Company • Improved client's original model accuracy by 10% through developing tree-based classification models using Python on 1.6M claims records, successfully identifying an increased 25% of patients at risk for Long COVID • Identified 7 critical risk factors for Long COVID and provided recommendation for members through ETL on 2M+ claims data in SQL and Exploratory Data Analysis (EDA) in Python, contributing to a 15% reduction in related healthcare costs Client: Leading Global Educational Testing Organization - Root Cause Analysis • Performed linear regression and clustering analysis on 3M+ records to uncover drivers of academic testing performance disparities via Python, and provided actionable insights to enhance candidate retention rates • Designed interactive Tableau dashboards for dynamic data exploration and enabled cross collaboration across jurisdictions in different geographical regions Client: Second Harvest Heartland - Data Mining and Exploratory Data Analysis • Identified an additional 30% in donation sources through predictive analytics and machine learning, which guided data-driven decision making and business strategy • Provided recommendations to business stakeholders on the media channels and resources with the biggest opportunities to attract more donations by defining and monitoring KPIs within a Tableau dashboard Side Projects • Feature engineered 800+ variables and developed LightGBM classification model to capture more than 85% of default on the loan • Estimated effect of sponsored search ads on website traffic; Measured 245% increase of ROI in sponsored ads over the organic ads by implementing difference-in-differences technique • Identified high-value fliers based on 1M+ flight records by clustering customers into 3 distinct groups using K-prototype; Presented actionable next steps targeting high-value fliers through a Tableau dashboard Show less



Cathay Securities Investment Trust 國泰投信

• Taiwan
• Investment Management
• 1 - 100 Employee

• Product Analyst

  • Jun 2019 - Jun 2020

  • Built weekly reports for the Sales team that captured key performance metrics of investments using SQL and Python • Reduced manual efforts by 85% through automating report generation and optimizing complex queries using SQL and R • Identified 20+ equities, bonds and funds with stable and high return over a 10-year period using statistical analysis, leading to a ~5% increase in return within 6 months • Collaborated with cross-functional teams to formulate product strategies for new and existing funds, resulting in $3 million in sales opportunities and a 40% increase in assets under management (AUM) • Defined key opportunities for investment funding by analyzing 90K+ customer demographic and behavior data in R and executing data mining to identify market trends and investor needs, generating $3M in revenue and 5% YOY increase in sales Show less



Jupiter Asset Management

• United Kingdom
• Investment Management
• 700 & Above Employee

• Data Analyst

  • Aug 2018 - Jan 2019

  • Reduced 80% processing time by revamping performance dashboards for 2k+ funds using Bloomberg and Tableau • Enhanced data quality of research reports on East-Asian companies by designing and creating data quality rules to detect data inconsistencies, errors and outliers • Reduced 80% processing time by revamping performance dashboards for 2k+ funds using Bloomberg and Tableau • Enhanced data quality of research reports on East-Asian companies by designing and creating data quality rules to detect data inconsistencies, errors and outliers



Shanghai Futures Exchange

• Research Services
• 1 - 100 Employee

• Data Analyst

  • Jun 2018 - Jul 2018

  • Streamlined reports via data automation and dashboards to ensure transparency of daily commodity transactions • Integrated pricing matrices consistent with real-time commodity values to mitigate risk of transaction anomalies • Streamlined reports via data automation and dashboards to ensure transparency of daily commodity transactions • Integrated pricing matrices consistent with real-time commodity values to mitigate risk of transaction anomalies



Industrial and Commercial Bank of China

• China
• Banking
• 700 & Above Employee

• Corporate Banking Analyst

  • Jul 2017 - Aug 2017

  • Audited financial reports and performed risk assessment for 10+ commercial loans • Generated credit reports by analyzing clients' financial performance • Audited financial reports and performed risk assessment for 10+ commercial loans • Generated credit reports by analyzing clients' financial performance