Zhi Ye

Business Intelligence Analyst

• Executed end-to-end data management initiatives for Global Institutional and Retail business, transforming raw data into actionable insights through acquisition, processing, integration, transformation, and maintenance.
• Managed the Global Go-To-Market (GTM) pipeline reporting, tracking weekly changes in revenue, $332B in assets under management, and 700+ sales opportunities to deliver data-driven insights to executive leadership and 90+ stakeholders.
• Led weekly reporting meetings with the Global GTM COO and team to streamline reporting requests, and drive improvements that enhanced data quality, increased operational efficiency, and strengthened stakeholder alignment.
• Automated 10+ manual reports using SQL and Power BI, reducing reporting time by 80% and delivering accurate, timely reports that supported strategic planning and decision-making.
• Monitored 15+ dashboards and backend processes to detect and troubleshoot data issues, reducing downtime by 85% and ensuring 99% data integrity while maintaining uninterrupted reporting for 120+ business users across departments.
• Partnered with Sales, Finance, GTM, and Operations stakeholders to build scalable data pipelines and dashboards, boosting reporting efficiency by 60% and aligning KPIs with business objectives to drive strategic decisions.
• Coordinated with external data vendors and internal teams to securely deliver and integrate data, ensuring compliance with privacy and security regulations and enhancing backend infrastructure and Global CRM systems.
• Created and maintained comprehensive documentation and user guides for dashboards, data models, ETL processes, and reporting tools to support knowledge transfers, reduce onboarding time, and enable efficient use of BI systems.

Data Governance and Commission Analyst at Russell Investments

• Developed and maintained GTM data governance policies and procedures across Global Institutional and Retail divisions, ensuring consistent data standards and compliance across 10 business units.
• Drove strategy, execution, and ongoing oversight of data governance projects and standards to support the organization's strategic objectives and sales technologies' growth and scalability, including Dynamics 365 CRM.
• Managed the North American Retail incentive compensation program, partnering with cross-functional teams including Finance, Accounting, IT, Sales, Transfer Agent Services, and HR, to ensure accurate, timely payouts for 100+ employees.
• Analyzed complex datasets for 25,000+ US Institutional accounts using Excel, SQL, and Dynamics 365 CRM, delivering key performance metrics to leadership on a monthly, quarterly, and bi-annual cadence to support strategic planning.
• Successfully executed 275+ data governance Jira tickets with 98% on-time completion and high stakeholder satisfaction.
• Designed onboarding plans and trained new team members, accelerating their proficiency in data governance and tools.

Product Manager Research Assistant at UW Center for an Informed Public

• Led a team in an Agile environment to develop a Natural Language Processing product that helped researchers track U.S. election misinformation on platforms like Twitter, using features such as sentiment analysis and advanced search.
• Drove the development of 7 Python-based features prioritized from Voice of the Customer insights by identifying key issues, defining requirements, and collaborating with design and engineering to streamline researchers’ workflow.

University of Washington, Information School

Cheffy, a Social Cooking App [Miro] [Figma]

• Conducted extensive market and user research by analyzing 11 cooking/social media competitors, interviewed 12 individuals, and surveyed 20+ people to inform target demographics, user needs, design decisions and features.
• Performed usability testing with 7 individuals and 12 participants from usertesting.com to evaluate the functionality of the product and discover new opportunities for improvements based on user behavior, needs, and expectations.
• Designed high-fidelity prototypes in Figma with 30 screens filled with interactions and animations for mobile devices to gain detailed feedback from usability testing by effectively implementing flows, visuals, navigation, and engagement.

Predicting Adult Income That Will Exceed $50,000 per Year [Github]

• Employed Plotly in Python to create 3 interactive data visualizations featuring stacked and grouped bar graphs to showcase and examine income inequality across demographic factors such as gender, race, occupation, and education.
• Analyzed, cleaned, and performed supervised machine learning by comparing models such as decision tree and k-nearest neighbors on the Adult Income Dataset using Python. Dataset was split into 70% training and 30% testing.
• Computed testing accuracy of 0.785 with DecisionTreeClassifier and 0.33 with KNeighborsClassifier for adults with income greater than $50,000 to determine best performing model with given dataset.
• Created 9 unit tests to ensure the quality of my code, assist with debugging, and provide thorough documentation.
• Consolidated research, methodologies, visualizations, and results to create a 10-page detailed report of my findings.

Healthcare Database [Github]

• Developed a secure, scalable, and reliable healthcare database with 29 tables using data definition and data manipulation language in SQL Server that allows medical professionals to store and query patient information.
• Utilized stored procedures and wrappers to create 800,000 synthetic transactions to test database performance.
• Produced 10 business rules along with 10 check constraints to implement business policies and preserve data integrity.
• Designed an entity relationship diagram (ERD) in Lucidchart that includes 29 entities with various attributes, primary/foreign keys, and relationships (e.g., one-to-many) to model the data that will be stored within the database.

Spatial & Temporal Analysis of U.S. Life Expectancy [Tableau Public]

• Utilized Tableau Public to create a story that communicates male and female life expectancy from 1985-2010 at 3 spatial scales: national, state, and county.
• Created 8 story points: 6 interactive choropleth maps and 2 bar graphs with detailed insights to help drive the primary narrative of my analysis.

Wisconsin Breast Cancer Classification [Github]

• Analyzed and cleaned the Wisconsin Breast Cancer Dataset.
• Extracted specific variables such as diagnosis, concpoints.mean, fracdim.mean, etc. to analyze numerous logistic regression models.
• Computed accuracy and F-score on models to predict whether the diagnosis is malignant or benign.