Expert Details
Expert in Strategic Finance and Business Operations Management
Expert ID: 737872
California, USA
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
SKILLS, ACTIVITIES & INTERESTS
• Technical: Agile, Financial Modeling, Looker, MATLAB, Python, Scrum, SQL, Tableau, VBA, R, Web Development
Education
| 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 |
Responsibilities:• 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 |
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| Years | Employer | Title | Department |
| Years: 2019 to Present | Employer: Undisclosed | Title: Business Operations Manager | Department: |
Responsibilities:• Standardized company-level planning and review process; created KPI monitoring tools, cross-team performance scorecards, andcoordinated 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 |
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| Years | Employer | Title | Department |
| Years: 2020 to 2020 | Employer: OCA Ventures | Title: Summer Venture Associate | Department: |
Responsibilities:• 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 |
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| Years | Employer | Title | Department |
| Years: 2017 to 2019 | Employer: Refinitiv (formerly Thomson Reuters Financial & Risk) | Title: Associate Product Manager | Department: |
Responsibilities:• 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 |
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| Years | Employer | Title | Department |
| Years: 2016 to 2017 | Employer: IHS Markit Ltd. | Title: Quantitative Associate | Department: |
Responsibilities:• 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 |
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| Years | Employer | Title | Department |
| Years: 2017 to 2020 | Employer: Self Employed | Title: Co-Founder and President | Department: |
Responsibilities:• Co-founded the leading young entrepreneurs sharing community in the Midwest; acquired 501(c)3 status in 2018; accumulated5000+ 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 |
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| Years | Employer | Title | Department |
| Years: 2013 to 2014 | Employer: Badlands | Title: Producer | Department: |
Responsibilities:• Organized a team of 7 to visit and stay with Lakota Indians, a tribal Native American group, conducted 50+ interviews and collected2000+ hours footage; nominated by the 5th China Academy Awards of Documentary Film |
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Career Accomplishments
| Licenses / Certifications |
|---|
| CFA Level II Candidate, CFP Candidate |
Language Skills
| Language | Proficiency |
|---|---|
| English | Fluent |
| Mandarin | Fluent |
| French | Proficient (conversational) |
| Japanese | Proficient (conversational) |