Jonathan Zhao
Data Analyst / Financial Analyst
Bilingual, business professional with 2 years of experience as a financial analyst. My solid education in Finance intensifies my curiosity exploring ways to translate my business analysis skills into data analysis roles.
Experience
Business Intelligence Analyst
Project: Global Supply Chain Network for Auto Parts (Tools: Python, Selenium, Tableau)
Goal: To create a dashboard measuring the industry’s competitive landscape plus identifying new business opportunities (customers and products)
- Collaborated with sales and marketing teams to create an analysis plan
- Scrapped the last ten years shipment data and streamlined page request with Selenium (filter, search etc)
- Cleaned data with Regex and explored data with Tableau
- Incorporated industry’s insights to analyze import and export trends by country, supplier and buyer
Data Science in Training
Developed practical skills in Python, SQL and Tableau and utilized data science libraries with many projects during the bootcamp and after the bootcamp; presented projects with Jupyter and Tableau
Capstone Project: Drug Development Relationships Among Public Biotech Companies
Goal: To visualize companies’ competitiveness through clinical trails
- Utilized Intrinio API to extract a list of public biotech companies from relevant SIC codes
- Studied clinical trials to collect relevant data from AACT SQL Database
- Vectorized text in clinical trials quantifying the number of studies in different diseases and phases
- Conducted network analysis to reveal companies’ competitiveness
Search Fund Analyst
- Evaluated buyout deals based on the sensitivity analysis of revenue growth, cost of capital and target IRR
- Reconciled discretionary expenses and non-operation assets to normalize earnings
- Screened potential deals in Hoovers’s database and sent out mass email to different email campaigns
Treasury Analyst
- Estimated cash flow based upon weekly cash flow and monthly sales and expenses
- Summarized weekly global cash balance by entities and regions and investigated significant variances
- Monitored the balance of account receivables to support a $200 million asset securitization (ASE) program
- Prepared journal entries for the company’s asset securitization (ASE) program
Operation Financial Analyst
- Built Excel models to analyze the causes of spending variances and presented findings to controller
- Summarized and presented monthly spending details to cost center managers monthly
- Integrated CapEx model with newly acquired company Sigma Aldrich’s CapEx model
- Analyzed monthly inventory and COGS data, summarized monthly distribution performance
Education
General Assembly Data Science Bootcamp
Passed CFA Level II
Northeastern University, D’Amore-McKim School of Business
Skills
- Python Data Science Toolkits (Scikit-Learn, Matplotlib, Numpy, Scipy, Pandas, Selenium, NLP, Network Analysis)
- Database (SQL & Excel)
- Data Visulization (Tableau)
- Financial Anlysis (financial modeling, financial ratio analysis, budgeting)
