Expert Details

Expert in Strategic Finance and Business Operations Management

Expert ID: 737872 California, USA

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Expert is currently a full-time Strategic Finance and Business Operation Manager, focusing on leveraging data to make better decisions.

She enjoys understanding and developing a strategy around complex business opportunities.
Previous experience:
+ Fundraising: helped several startups raise from seed round to series-A and series-B to series-D
+ Go-to-Market: built GTM strategy for a series B messaging startup, acquired by Google
+ Product Management: developed and implemented product strategies for both corporates and startups
+ Early Stage Investment: various due-diligence for early-stage focused VC firms
+ Event Planning: organized over 100 panels, forums, and pitch competitions

• Technical: Agile, Financial Modeling, Looker, MATLAB, Python, Scrum, SQL, Tableau, VBA, R, Web Development


Year Degree Subject Institution
Year: 2015 Degree: MS Subject: Quantitative Finance Institution: Washington University in St. Louis
Year: 2014 Degree: Bachelors Subject: Industrial Engineering; Concentration in Economic & Financial Systems Institution: Georgia Institute of Technology

Work History

Years Employer Title Department
Years: 2021 to Present Employer: Undisclosed Title: Strategic Finance and Business Operations Manager Department: Strategic Finance
• Developed new product strategies including market sizing, pricing, and financial projection, targeting $1.5B potential market
• Constructed company-level metrics structure and built KPI reporting and monitoring tools to improve business efficiency
Years Employer Title Department
Years: 2019 to Present Employer: Undisclosed Title: Business Operations Manager Department:
• Standardized company-level planning and review process; created KPI monitoring tools, cross-team performance scorecards, and
coordinated periodic review meetings; reduced company weekly meeting time by 30+ hours and increased OKR attainment by 50%
• Managed the product state launch process for 2020, expanded to 5 new states and hit the $100M gross written premium goal
• Developed operational projection models in partnership with FP&A team; final models improved revenue forecasting accuracy by 8%
• Led series-C due diligence, supported senior management with series-D fundraising; secured $50M in funding for 2020
• Hosted in-person, day-long discussion sessions with senior management to develop a prioritized set of initiatives for 2020 and 2021
Years Employer Title Department
Years: 2020 to 2020 Employer: OCA Ventures Title: Summer Venture Associate Department:
• Conducted diligence from pre-screening through deal closing, closed two deals amounting to $10M of funding
• Interviewed and negotiated with startups and performed comprehensive analysis on 8 new ventures
• Tenor (GIF searching platform, acquired by Google): led Chinese market entry strategy, forged partnership with Sogou
• Brockhurst Capital Partners (search fund): worked with the founder on fundraising, deal sourcing and target post-acquisition
Years Employer Title Department
Years: 2017 to 2019 Employer: Refinitiv (formerly Thomson Reuters Financial & Risk) Title: Associate Product Manager Department:
• Designed innovation investment plan for early-stage startups under the Global Head of Applied Innovation
• Managed end-to-end user experience of QA Direct product for 20+ clients, including onboarding, technical support, and project
management; client base represented $5M in managed annual revenue
• Led cross-functional weekly meetings and leveraged direct customer feedback to prioritize product design backlog
• Developed a lean business canvas, project plan, and prototype sketch, as part of a 72-hour Innovation Challenge
Years Employer Title Department
Years: 2016 to 2017 Employer: IHS Markit Ltd. Title: Quantitative Associate Department:
• Led projects on new customized indexes development and partnered with the sales team to win a $100K annual contract
• Pioneered the research and development of new cybersecurity factors and predicative signals using alternative data
• Attained $30K in operational savings by negotiating with 8 healthcare data vendors and advising on a sourcing plan
Years Employer Title Department
Years: 2017 to 2020 Employer: Self Employed Title: Co-Founder and President Department:
• Co-founded the leading young entrepreneurs sharing community in the Midwest; acquired 501(c)3 status in 2018; accumulated
5000+ subscribers over two years; managed a 10-person board team
• Led fundraising efforts, successfully raising $15K from E*TRADE Innovation Labs and SoGal Ventures
• Built strategic partnerships with VCs, accelerators, incubators, and communities; secured 50+ global collaborators
• Managed a 30-person team to organize the largest US-China Pitch Competition in the Midwest
• Awarded AACYF (All America Chinese Youth Federation) Top 30 under 30
Years Employer Title Department
Years: 2013 to 2014 Employer: Badlands Title: Producer Department:
• Organized a team of 7 to visit and stay with Lakota Indians, a tribal Native American group, conducted 50+ interviews and collected
2000+ hours footage; nominated by the 5th China Academy Awards of Documentary Film

Career Accomplishments

Licenses / Certifications
CFA Level II Candidate, CFP Candidate

Language Skills

Language Proficiency
English Fluent
Mandarin Fluent
French Proficient (conversational)
Japanese Proficient (conversational)

Fields of Expertise

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