Bryan Wang

• Provided actionable insights and a clear framework of project by employed business strategy knowledge with Pyramid Model and SCQ analysis, effectively addressing donor decline by focusing on issues like aging and donor segmentation • Utilized Python for EDA to guide data cleaning for over 100k+ missing values. Employed machine learning models including CatBoost, neural networks, and random forests for predictive imputation, achieving a ROC AUC of 0.94 and 82% accuracy • Conducted customer segmentation by utilized RFM model to categorize donors into different value tiers and employing K-means and DBSCAN clustering to identify 7,000+ high-potential donors within the Acquaintance group • Effectively communicated business insights to clients and facilitated informed decision-making by creating dashboards and intuitive visualizations in Tableau. By performing PCA analysis to identify 10 critical features, I transformed complex statistical data into accessible customer profiles, enabling stakeholders without a technical background to easily understand and leverage the insights

• Assisted investment managers in creating Index-enhanced products, delivering a predictive model that surpassed market • Oversaw the comprehensive financial reporting for revenue fees of various trust products, including month-end reporting, monthly forecasting, and annual budgeting, ensuring accuracy and timeliness to support executive decision-making • Analyzed 100,000+ rows of investor behavior and seasonality data using SQL, providing insights that led to a 15% improvement in sales strategy efficiency, providing insights to optimize sales strategies for high-performing products by PowerbBI • Identified inefficiencies in operational processes by analyzing actual and forecasted revenue and cost data, incorporating relevant assumptions into financial forecasting models, and reassessed trust product pricing strategies to enhance performance • Delivered comprehensive reporting to stakeholders, including performance analysis of trust products against targets, in-depth financial insights, and strategic recommendations to improve future financial outcomes

• Performed a detailed financial analysis of private equity funds, utilizing ROI, Sharpe ratio, drawdown, and portfolio diversification assessments in Excel, which identified the top 3 performers and contributed to a 10% revenue increase. • Analyzed consumption patterns for 1500+ high-potential customers using Excel, segmenting data based on investment history and preference analytics and identifying key trends using pivot tables, data forecasting, and conditional formatting; increased customer engagement 25% and boosted sales 14%.