Naifan(Kelsey) Cao

- Developed Excel-based financial model using VBA macros to streamline current financial reporting to improve efficiency and accuracy, enabling faster decision-making for leadership for budget adjustment and cost study
- Conducted expense variance analysis for insurance portfolios, identifying cost drivers and recommending automation opportunities on current financial reporting processes
- Supported Reporting and Forecasting team to improve timeliness and accuracy of financial reports by analyzing discrepancies to ensure data alignment

- Actively led the development of interactive dashboards by utilizing Tableau and Power BI to provide senior leadership with insights into key performance metrics while addressing challenges in tracking trends. Resulted in improving operational efficiency by 30% to enable a data-driven decision-making process with visualizations
- Led the initiative to automate data integration workflows in Tableau to eliminate the need for manual updates of weekly reports and memos, collaborating with tech team to write custom scripts and create automated pipelines. Resulted in a manual error reduction of 85% while ensuring data accuracy and consistency across multiple datasets
- Collaborated with cross-functional teams to troubleshoot and optimize data workflows while leading meetings with senior stakeholders to address data discrepancies and implement solutions to ensure the alignment between technical processes and business needs. Resulted in a data quality and validation improvement of 20% in operational reporting
- Identified and reconciled data discrepancies in raw datasets that caused inconsistencies in reporting and developed an automated error-checking system in Tableau to ensure issues were corrected before reaching the internal committees for strategic decision-making. Resulted in higher reliability of data and reduced reporting errors by 25%
- Conducted in-depth analysis to provide actionable insights for executives by extracting key metrics from large datasets while ensuring all processes were thoroughly documented for long-term maintenance and sustainability. Presenting data in comprehensive visuals and provided evidence-backed recommendations for the leadership team in a PowerPoint deck

- Developed a digital attendance system by integrating an Excel database for tracking in-person and hybrid course participation to address inefficiencies in manual tracking by utilizing V-Lookup and data validation tools. Resulted in increasing daily productivity by 20% while reducing errors in attendance tracking

- Optimized student account transfer processes by analyzing workflow and applying advanced Excel techniques such as Pivot Table to ensure accurate data integration and reduce processing times. Resulted in improving overall transfer efficiency by 30% while ensuring that the compliance is being met

- Developed detailed financial reports by consolidating data from multiple sources into clear and concise daily summary reports and tracked financial statements using internal financial reporting software. Resulted in 100% reporting accuracy and provided better financial oversight for the senior management team in quarterly reviews