Badges
Certifications
Work Experience
Financial Auditor
Baker Tilly• January 2020 - March 2020
• Resolved data quality issues, performed root cause analysis and data cleaning using CaseWare and MS Excel, accelerating 20% project duration •Examined 25 public clients’ financial statements to ensure reliability, accuracy and compliance using advanced MS Excel formulas, increasing 30% efficiency
Associate Data Scientist - Financial Data Analyst
ALM First Financial Advisors• January 2019 - December 2019
• Evaluated stock performances of 30,000+ rows of data for clients’ portfolio by conducting data analysis using pandas and NumPy to correspond to clients’ inquiries within 48 hours • Forecasted stock prices based on 6,000+ rows of data with machine learning, ensemble learning and deep learning using sklearn, TensorFlow and keras, acquiring a 90% accuracy • Discovered market trends over time series by building Tableau dashboards and automating model in Azure ML for clients to make financial decisions, revamping revenue by 5% • Developed machine learning classification models (logistic regression, decision tree, random forest, KNN) in Python to predict business success, resulting in an accuracy of 80% • Mastered data visualization and sentiment analysis on clients’ 1,000+ online reviews using matplotlib and NLTK to advise clients to make strategic plans, increasing revenues by 30%
Financial Reporting Specialist
Charles Schwab• June 2019 - August 2019
• Led 3 walkthrough meetings with cross-functional teams to identify deficiencies and validate testing results from Alteryx and PeopleSoft, converting 40% audit processes to automation • Tested internal controls of change and access management using MS Excel to ensure financial reporting accuracy and sufficient protection of customer assets, leading to 10% efficiency • Interviewed 4 risk owners to consolidate factual evidence, investigate control gaps and assess impacts of system implementations on risk management, saving 60% estimated costs
Education
University of Texas at Dallas, Richardson
Data Science, MS