Resume

Embedded Capital, LLP

Financial services: private equity in P&C insurance

MBA Consultant

• Standardized renewal workflows across 25K policies, documenting 90/60/30-day outreach, task routing and response tracking to cut churn from about 25% to about 20%
• Launched self-service Epic dashboards on churn, producer revenue and KPIs for 15+ users at 3 portfolio firms, cutting weekly report preparation from about 10 hours to about 7 hours

UrBox

B2B loyalty and rewards marketplace, pre-Series A

Senior Manager, Strategy & Business Operations (Managed a team of 10+, 2022–2024)

• Diagnosed a gross-margin drop from 19% to 15% by testing 3 demand hypotheses in SQL against a control, tracing it to zero-margin gold vouchers; piloted a fee that lifted margin to 18%
• Modeled point-balance segments and pricing for the Vietnam Airlines loyalty redesign, projecting a redemption uplift of about 30% that won partner approval for the Cash & Miles launch
• Rebuilt customer discount tiers against supplier rebate economics across 15 categories and 50K SKUs, widening gross spread by about 1 point on 10+ major renewals
• Persuaded the CEO, the CFO and business teams with Excel demos to adopt a reusable gift-allocation engine, translating client KPIs into logic later used by 90% of loyalty clients
• Sized the voucher-based salary-advance market by industrial zone, worker eligibility and usage frequency, shaping a new business line that launched and signed its first 2 employer clients
• Ran a 2-week Jira intake and prioritization cycle for 10 to 20 requests from 4 teams, balancing developer capacity and reporting weekly to the CEO and CFO, lifting on-time delivery from about 50% to about 70%
• Led a 2-year finance transformation with Product and Engineering across 10+ major clients and 4 departments, automating transaction verification and saving an estimated 10,000 hours each year

Manager, Strategy & Business Operations (Managed a team of 3+, 2021–2022)

• Segmented web users by gift-card holdings and expiry data, pitching the CEO an in-web wallet and expiry-alert prompts for multi-card users that grew mobile-app users 50% in 12 months
• Owned the annual budget for a $60M+ operating plan across revenue, operating expense, headcount and margin, setting KPIs for monthly CFO reviews that cut the cash conversion cycle 15% in 12 months
• Standardized monthly Tableau P&L reporting for a $60M segment, giving executives sales, cost and margin variance by business line and channel 5 business days faster

Grant Thornton

Public accounting, external audit

Senior Assurance Associate (Led teams of 6+)

• Directed a steel-pipe revenue and margin bridge across price, volume, mix, cost, rebate and timing, tracing Q4 export rebates to support a revenue adjustment of about $430K
• Designed a cost-monitoring framework for a manufacturing client, analyzing COGS drivers with client management to identify $300K of annual savings opportunities

KPMG

Public accounting, external audit

Audit Senior (Led teams of 6+)

• Developed Excel and VBA budget dashboards for a client CFO across 5 branches and 4 functions, tracking monthly expense against budget and cutting package preparation from 2 days to the same day
• Challenged EPC revenue-recognition timing against contract terms, shifting the treatment to percentage-of-completion and driving a downward adjustment of about $500K that the client adopted

University of Michigan, Stephen M. Ross School of Business

Master of Business Administration

• Dean's Fellow: full merit-based tuition scholarship
• Concentration: Artificial Intelligence, with 12 credits of quantitative electives
• Coursework: Applied Business Analytics, Applied Business Statistics, Marketing Analytics
• Leadership: Director of Operations and Events, Asian American Business Association

Academy of Finance

Bachelor of Finance

• Dean's List (top 10% of students)