SUMMARY:

• Sr. Data Analyst and Visualization Developer with over 6 years of Experience in data analysis, Design, data management, data warehousing, databases and data visualization.
• Strong experience with data visualization, dashboard and story presentation using visualization tools such as Tableau, Power BI, QlikSense and QlikView.
• Specialized in Tableau architecture of designing and developing reports and dashboards. Expertized in features such as Filters, sorts, groups and Sets, reference lines, parameter, calculation field, sets etc. In depth knowledge in mapping techniques and use geo coding to build up visualizations of non - geographic data into a geographical map.
• Mastered in interactive dashboard design by using actions, Filters and navigations for guided analysis.
• Experience with Tableau Server, led in building Tableau server within company. Expert in Publishing workbooks, setting permissions, providing access to the users and adding them to the specific groups and Projects.
• Excellent experience in SSRS reporting, expert in generating reports and dashboards from SQL Server.
• Specialized in SSRS features such as creating projects and reports, using parameters and calculation field to modify the report, using various tables and charts to make visualized analysis.
• Experience in retrieving and manipulating data using databases such as MS SQL Server and My SQL. Experience in designing, developing and supported BI solutions, including database design, database creation, database management and support.
• Expertise in using complex SQL queries to manipulate large dataset including complex joins, grouping, aggregation and sub queries.
• In depth experience in Implementing solution for various industries such as car rental, mortgage, healthcare, financial service and media equipment rental. Mastered in Implementing solution for financial investment consulting service, from industry overview down to research and analyze the market and individual entity, specialized in data analysis and report presentation.

TECHNICAL SKILLS:

Data visualization tool: Tableau Desktop, Tableau Server, Power BI, QlikView, QlikSence, Excel Interactive Dashboard

Database: MS SQL Server, My SQL, SSRS, MS Access Office Products: MS Word, Excel, PowerPoint, Outlook Financial analysis software and terminal: FactSet, Bloomberg Terminal Willing to relocate: Anywhere

PROFESSIONAL EXPERIENCE:

Data Analyst/ Tableau Developer

Confidential - Philadelphia, PA

Responsibilities:

• Set up Tableau Server, Built up user groups and assigned permission to users. Create update schedules for reports stored in the server.
• Used Tableau Commander for automated reports.
• Updated Tableau Sever and desktop to version 10.
• Receive data and records in various format in regards of operation information and connect data source to Tableau for visualized analysis.
• Used tableau to create worksheets, dashboards and stories for analysis purpose, using features such as filters, calculation fields, parameters, geo coding and etc. to manipulate data and create advanced type of charts.
• Used Tableau Desktop to create various analysis worksheets, including customer analysis and equipment analysis.
• Assigned visualized worksheets into dashboards and stories and published into server. Setting permissions and views for different user groups.
• Used SQL Server to retrieve various data, including customer information, equipment information and rental information.

Environment: Tableau 9, 10, Tableau Server, MS SQL server 2014, SSRS, MS Access, MS Excel, MS word and MS PowerPoint.

Data Analyst/Tableau Reporter

Drexel Endowment - Philadelphia, PA

Responsibilities:

• Used FactSet and Bloomberg terminal to gather information for analysis, exported data to various format such as excel, and imported to Tableau.
• Used Tableau to conduct analysis by using features such as parameters and calculation field. And build up visualization reports based on the analysis.
• Presented stock investment analysis, focused on telecommunication sector for both domestic and international investment.
• Conducted top-down analysis for stock pitch, started from sector overview, down to specific company analysis.
• Used various valuation methods to value the stock. Analyzed historical data and trends for use of future price prediction.
• Generated stock pitch reports with historical performance, future performance forecast and target price forecast for the use of portfolio managers.
• Performed Commodity investment consulting, focused on crude oil investment.
• Overviewed the whole picture of oil commodity, including derivatives and spot prices. Analyzed the trend for prices trying to predict the future prices. Successfully predicted target price and price range for the rest of the year.

Environment: MS Word, MS Excel, MS PowerPoint, FactSet, Bloomberg Terminal, Tableau 9

Tableau Developer

Confidential

Responsibilities:

• Import excel data into MS SQL Server, build up database, insert data into designed tables and create relationships among them.
• Used Tableau to connect data from SQL Server, build up visualized reports and analysis.
• Used marks, sizes, geo coding, parameters, filters and calculation fields to better perform the visualization.
• Used map setting to compare regional data in a map with different layouts.
• Used actions in dashboard to interactively report the analysis.
• Used landing page with navigations to provide quick access to target dashboards.
• Used Tableau Commander for automated reports.

Environment: Tableau 8, Tableau Server, MS SQL server 2008, MS Access, MS Excel, MS word and MS PowerPoint.

Data Analyst/ Tableau Reporter

Confidential - Wayne, PA

Responsibilities:

• Project focused on car rental analysis for Enterprise Rent-A-Car. Aimed to provide a visualized analysis to management about the performance and overall condition of operation.
• Worked in creating dashboard analysis using Tableau Desktop, including information of car rental records, analysis covered customers, days of rental, service region, travel type and etc.
• Used features such as filters, calculation fields, parameters, geo coding and etc. to manipulate data and create advanced type of charts.
• Created various chart types and views for workbook to better analyze the data.
• Used extracts to better analyze the data, extracted data source was stored in Tableau Server, updated on a daily basis.

Environment: Tableau 6, MS Access, SQL Server 2008, SSRS, MS Excel, MS PowerPoint

Data Analyst/ Reporter

Confidential - Mount Laurel, NJ

Responsibilities:

• Received data and records in various format connect and import data to SSRS and Excel to do the analysis.
• Used Microsoft Excel, collect and analyze data in various measurements, created interactive dashboards with diverse views and charts. Dashboards including features such as filters, complicated functions and parameters.
• Used SSRS to generate reports to management as demand, reports including tables, charts and dashboards designed for designated users.
• Delivered visualized and interactive reports to users, presented and explained reports to designated users as needed.

Environment: MS Access, SQL Server 2008, SSRS, MS Excel, MS PowerPoint

Business Analyst/Reporter

Confidential

Responsibilities:

• Communicated with foreign customers, understanding their need and complied with company products.
• Communicated with factories in regard of customer needs, helping to build up product design.
• Conducted profit and loss analysis for doing business with each customer using Excel dynamic dashboard, report to management to negotiate an accept price for each deal.
• Analyzed historical performance and generate reports for management use of short term and long term analysis.
• Development and maintenance for database and generating performance report to management for decision making use.

Environment: SQL Server 2008, SSRS, MS Excel, MS PowerPoint, MS Word, MS Outlook