University of Pennsylvania

Study in Ross School of Business with all classes taken with MBA students.
In board of student association.

University of Michigan

Studied Accounting, Minor in Information Technology. Lead Teaching Assistant for Accounting 201 classes.

Michigan State University

*   Develop and implement solutions in the Microsoft Platforms to automate business processes, using tools like Power Automate.
*   Revamp and manage task management tools to facilitate collaboration and knowledge sharing both internally and externally.
*   Design and build PowerBI dashboards on key performance metrics to report on firm projects ROI and KPI.
*   Document and re-engineer business processes for all firm service lines including Assurance, Tax, Advisory, Outsourced Accounting.
*   Build Alteryx workflows to replace repetitive process using Machine Learning and Intelligence Suite.

Business Transformation Manager

*   Led OneSource implementation for global tax teams and automate data connection from ERP.
*   Built out project milestones, collect requirements, execute workflows for software implementation.
*   Reengineered global tax trackers in Airtable and create appropriate data conversion frameworks.
*   Improved and automate processes by using tools like GoogleAppScript, RPA, Alteryx.
*   Built ETL pipelines to load/access data in data warehouse and merge data from external sources.
*   Created Tableau visualizations for monetization/tax incentives data reporting and 5-year prediction.
*   Managed cross functional collaboration with engineers/data scientists to streamline production finance monetization systems by automating data reconciliation and increase data connectivity.

Senior Business Analyst

*   Managed projects and delivered digital banking solutions for tax planning and risk assessment.
*   Designed and implemented new tax systems for tailored client financial communications.
*   Conducted data modeling using Alteryx, Power BI and created data visualization in Tableau.
*   Initiated and led migration to new technological products like Qualtrics and improve organizational realignment by reengineering processes and introducing new workflows.
*   Established and maintained partnership with Engineering, Banking and Client Service teams to facilitate firm launching new products and services.
*   Optimized large data sets analysis using various ETL tools Alteryx, SQL and Python.

Associate

*   Coordinated and redesigned workpapers for cross team collaboration with dynamic financial data.
*   Built excel models using VBA to measure and track tax capital rollover, CFC dividend analysis.
*   Reviewed workpapers prepared by staff, mentored new team members.

Senior Analyst

*   Prepared income tax returns for publicly traded corporations/partnerships in Corptax, OneSource.
*   Designed workpaper templates and implemented testing workflow for iPACS new systems.

Yin Pan

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