10/04/2025 updated
100 % available
Business Operations & Client Data Specialist | Finance & Organization Support
Chino Hills, USA
Only remote
Master of Finance, STEM Certified, GPA 3.6/4.0About me
Business & marketing specialist skilled in data organization, financial research, and brand development. Experienced with corporate strategy (Western Digital) and brand promotion (Samsung). Reliable, detail-oriented, and client-focused.
AccountingStandard Accounting PracticesAdobe IllustratorData AnalysisFinancial Data AnalysisBenchmarkingBusiness Process ManagementBrand AwarenessCustomer Relationship ManagementBusiness EconomicsCommercial LawsBusiness ProcessesBusiness PlanningStrategic ManagementCommunication
Technical Skills & Tools:
Data & Finance: Excel (advanced formulas, pivot tables, dashboards), Financial Modeling, PowerPoint (presentations & reporting), Python (data analysis basics)
Marketing & Branding: Canva (content creation), Adobe Illustrator (design), Outreach Campaigns, Client Engagement Strategy
Organization & Operations: CRM tools, Database Management, Scheduling, Workflow Optimization
Professional Experience:
Western Digital (Finance Intern): Conducted investor research, analyzed market and financial data, and supported corporate strategy through benchmarking and reporting. Organized investor databases and built Excel dashboards to support leadership decision-making.
Samsung (Brand Ambassador): Executed branding campaigns, product promotions, and audience outreach. Delivered live product demos, built customer engagement, and reported insights to improve marketing strategy.
My Alpha Plus Accounting Firm (Assistant to CEO): Managed client files, employee timesheets, and scheduling while gaining foundational accounting and business operations experience.
UC Irvine Leadership Roles: Team Captain for Men’s Basketball and Co-President of Student Athlete Advisory Committee. Led initiatives to improve team operations, secured grant funding, and strengthened donor/community relationships.
I combine finance, operations, and marketing expertise to deliver reliable, detail-oriented results that help businesses stay organized, data-driven, and client-focused.
Experience
Professional experience0 - 5 years
Freelancer since2023
Languages
EnglishNative speaker
Project history
Western Digital Corporation – Student Intern
Irvine, CA | 06/2024 – 08/2024
Conducted financial and market research to support investor relations, identifying and profiling 10+ potential long-term investors aligned with the company’s strategic goals.
Assisted with data analysis and reporting, creating Excel-based dashboards to track investment trends, shareholder activity, and market positioning.
Collaborated with finance and strategy teams on competitive benchmarking, analyzing hardware sector peers to assess risk, growth potential, and investor fit.
Streamlined investor database organization, ensuring accurate, accessible records for leadership presentations and outreach.
Supported cross-functional projects, gaining exposure to corporate finance, business development, and technology operations within a global Fortune 500 environment.
Served as liaison between players and coaching staff, hosted prospective student-athletes during recruitment, built relationships with donors, led initiative for free meal swipes in scholarships, and secured Alston grant funding of $6,000 per player.
Voted on key student-athlete safety policies, acted as lead liaison for UC Irvine Athletics, and organized conference-wide seminars and wellness initiatives.