Bank of America - Pennington, New Jersey

Corporate Audit Data Quality                                            Auditor                                                          Jan.2019 - Jan.2021

 (Information Technology Risk Management)              Senior Auditor                                              Jan.2021 - Feb. 2022

                                                                                                 Vice President; Audit Supervisor               Mar.2022 - Sep.2025

                                                                                                  Vice President; Audit Manager                  Oct.2025 - Present

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Certified Fraud Examiner (CFE) - Certified since March 2023

Certified Anti-Money Laundering Specialist (CAMS) - Certified since May 2024

                                                                  

• Responsible for ensuring data integrity and quality is aligned with the corporate standards, as well as performing various data analysis/testing on corporate data systems and applications during audits.

• Using extensive SQL queries to automate the audit testing process and create continuous coverage for risks across the bank. Ensure enterprise-level data management complies with company policy.

• Deep understanding of the company's back-end databases and servers.

• Perform automated data testing leveraging Python, Alteryx, and other innovative Automation tools.

• Experience in CCAR/DFAST modeling audit for reviewing various complex stress testing models/performance using historical data and macroeconomic variables.

• Conducting client lifecycle analysis (ML side project) using client metrics to build machine learning models predicting future complaints on DDA accounts.

• Experience in multiple high-risk, complex Matters requiring Attention (MRA) data testing related to key financial reporting, Liquidity Risk, Anti-Money Laundering, and wealth management banking.

• Take the role of Auditor In Charge (AIC) and lead the team for data testing in various Audit assignments.

• Provide ad-hoc team oversight responsibilities for other teammates' Audit assignments and talent development.

• Provide department training on Data Quality testing, Data Management, SQL, and Alteryx.

• Provide data testing guidance, test program annual review, and approval/acknowledgement as Data Test Program Subject Matter Expert (SME).

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Key focus areas: Anti-Money Laundering (AML), Global Financial Crimes (GFC), CCAR/DFAST, Liquidity Risk, CFO Regulatory Reporting, Climate Risk

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BMW - New York City, New York

Data Analyst                                                                                                                         Sep. 2018 - Dec.2018

• Utilize large internal datasets from BMW vehicle browsing, each with more than 100,000 rows, to perform web stream/clickstream analysis.

•  Use machine learning techniques, including Logistic regression, GLM, Decision / Conditional Tree, and random forest, to construct a model that can be used to predict the customer's willingness to purchase. 

•  Generated a 2% lift, which is actionable for the business. 

 

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ROI3, Inc. – Seattle, Washington

Strategic Advisor                                                                                                                     Jul. 2016 - Jul.2017

Research Analyst                                                                                                                 Oct. 2015 - Jul.2016

 

ROI3’s mission is to empower emerging market communities with disruptive, tech-based solutions

• Identified opportunities by researching consumer requirements

• Utilized data-driven market research to advise on strategic business decisions

• Collaborated with the product development team in producing market-ready services

 

 

Yeeko Inc. – Seattle, Washington

Head of Human Resources, Corporate Secretary                                                          Jul. 2016 - Jul.2017

 

Publisher of Yeeko Magazine, a periodical on culture and literature for Chinese readers worldwide

• Ensured compliance with the Washington Business Corp. Act Records & Reports Provision

• Organized recruiting events and scheduled job interviews

• Oriented new employees to the organization with onboarding training and company communication

 

 

University of Washington Technology and Business Association – Seattle, Washington

President                                                                                                                               Jan.2015 - Jan.2016

 

The association provides students with a platform to exchange ideas about technology and business.

• Scheduled and planned operations, assigned tasks for officers include budgeting, recruiting, and marketing

• Coordinated with executive board members to schedule events and manage PR issues

• Organized and led seasonal recruiting events for 20 new employees, providing mentorship and training for daily operations

• Led the marketing department for activity planning and customer relationship management

 

 

Emerson Electric Company – Shanghai, China 

Commercial Integration Officer Intern                                                                           Jun.2015 – Aug.2015

 

• Assisted the team in processing customer orders, ensuring timely order entry in the system

• Ensured compliance and processing with company policy, payment collection, shipment arrangement, and sales recognition

 

Finance Intern                                                                                                                      Jan.2014 – Mar.2014

 

• Collected and reported annual tax forms to the Shanghai Pudong Tax Bureau

• Prepared and reported the company’s statistical and business data to the Bureau of Statistics

• Assisted the team with contract calculation, sales recognition, and auditing.