Julia Zhou

➤ Promoted to Manager from Patient Access Planning and Reporting Senior Associate in July 2022 ➤ Provided insights, reporting and planning support to the Patient Access and Sales teams ➤ Designed, automated and delivered analyses, dashboards, ah-hoc analyses and business performance measurement reports and dashboards for key brands, accounts, channels, inventory, forecasts, pricing and market share ➤ Served as the point of contact for the sales, sales ops, IT and vendor teams such as Careform, CVS, USBIO, IQVIA, Everest, ZS Associates and Eigenx and managed service requests and issues raised and received by the sales teams by answering, identifying, investigating and assigning to relevant teams and resolving the requests in a timely manner

➤ Worked with a cross functional team to design the Azure cloud Big Data claims architecture platform to service Pharmaceutical clients ➤ Designed and implemented Leo Analysis and Alert and Trigger systems in STAR end to end using PowerBI, Tableau, SSRS and SQL Analysis server) using proprietary Symphony data, Specialty Pharmacy (SP), claims, Rx and Electronic Medical Records (EMR) data ➤ Used Jupyter Notebook MagicSQL, R, Python and PySpark to conduct drug switching, market share, undiagnosed patients diagnosis, patient journey and disease progress analyses

➤ Serviced the California Earthquake Authority (CEA) government organization with business intelligence and analytics support ➤ Combined multiple existing agency databases and other data sources into a single database for Customer Relationship Management (CRM) and Minimum Viable Product (MVP) applications resulting in a 15% increase in the program’s performance and business value ➤ Worked with a team of developers to research and develop mobile applications on multiple platforms, including mobile calculators and risk tools resulting in 45 new business licensing agreements in the first month after the product launched

➤ Provided analytics support for the sales and client account teams to manage orders, inventory and pricing for their specialty grocery clients ➤ Conducted competitive research of competitor products to determine the best product assortments by category for the sales teams by sales territories, which resulted in improved customer retention rates of 20% and an increase in revenue by 15% ➤ Developed data mining and data collection programs using SAS Enterprise Miner 7.1, SSAS, JMP, Minitab and R to automate the data pipeline and data Quality Assurance (QA) validation processes for business dashboards and reports

➤ Serviced 20 medium to high net-worth clients, managed, analyzed and optimized their portfolio to include insurance, qualified retirement plans, non-qualified retirement, social security benefit, pensions, annuities, mortgages, loans and other cash accounts ➤ Analyzed and developed financial plans for sales teams and clients that outperformed market expectations by recommending a mix of insurance and financial strategies aligned with their desired risk tolerance levels, leading to the firm’s improvement in client satisfaction score by 20%

➤ Served as the outbound call center supervisor for the survey data team and lead the data collection efforts to achieve daily target objectives and prepared and summarized survey findings for the research team ➤ Managed a diverse team of undergraduate and graduate students (200 students total) at St. Joseph’s University’s survey research center and was responsible for collecting consumer-related data for national food companies and supermarkets seeking insights on brand perception and customer behavior and preferences