Jacey Wang

SENIOR STARTEGY CONSULTANT

OpenText Corporation•  January 2019 - Present

● Provided advance analytics, insights and reports to Regional Managers and Vice Presidents, helped with understanding the opportunity of business growth and planning the future quarterly strategic direction ● Transformed existing reports to new visualized and interactive dashboard for business users, developed clear KPI and metrics for better decision making from leadership team, and automated over 95% existing reports and manual processes ● Partnered with different key stakeholders gathering their requirements and implementing the business / technical solution ● Conducted regular, on-going evaluation of current processes and provided guidance and recommendations to enhance the team’s overall performance ● Provided training and knowledge sharing session with Regional renewal managers/reps and operation team Corporate Projects: automation billing, customer outreach, data flow& reporting automation, C360 customer projects Achievements: Employee Recognition at OpenText in 2019/2020/2021 each year

DATA ANALYST

PointClickCare•  September 2017 - September 2018

● Analyzed business needs and met requirements with accurate and analytical reports by supporting Business development, Sales and Customer Success Team ● Designed dashboard and improved business reports in BI application, helped with finding the key drivers of business development ● Prepared the forecasting revenue by running prediction model based on sales pipelines ● Designed and developed CPQ (Configuration, Price, Quote) tools for Sales and Implementation team to improve business revenue and generate deals easier Corporate Projects: HR Pulse, Ability Partner Integration, Market Timelines Project

DATA SPECIALIST

DHL EXPRESS•  January 2017 - April 2017

● Accomplished ETL process of 3000 clients account information into the BQM system, developed quality control processes including monitoring data quality and finding root cause ● Collected over 1000 clients’ geographic information, implemented into SAP and other business systems, and guaranteed customers receive billings on time ● Generated the aggregation report for dummy accounts, designed chart analysis and prepared presentation deck in the Global meeting ● Handled objections from customers to explain patiently about the information collection purpose and interpret the project disclosure and scope Corporate Projects: BQM, automation invoicing process Project

ANALYST

BMO•  January 2015 - June 2016

● Managed 400,000 wealth management client accounts with operational support on transactional and performance data, provided fund performance methodology, insights, and reports to the investment counselors ● Designed more than 10 automated reports (wrote VBA and SQL code, established relational database) to improve data accuracy, corrected code of existing reports to improve the efficiency ● Designed, developed, and implemented business process solution to improved teamwork efficiency through identifying on issue and lag of regular base work ● Worked with technology initiatives team and business team in multiple projects on systems developments, finance regulation changes and data transformation Corporate Projects: systems developments, finance regulation changes and data transformation projects

PERFORMANCE MEASUREMENT ADMINISTRATOR

BNY Mellon•  June 2014 - November 2014

● Created and supported reporting and operational management established the consistent process of monthly and quarterly reporting ● Identified the anomalies and discrepancies by analyzing the historical performances trends, and developed the solution and delivered to clients with their investment portfolio performance returns ● Participated into the database system transitional project, assisted with data transformation and data mapping process from old system to new system Corporate Projects: database system transitional and data transformation projects

ANALYST

SHINY STAR CANADA LTD•  September 2013 - February 2014

● Built the inventory database and designed the reporting template based on the business needs ● Liaised sales representatives about products information and prices, customers about Canada food tax clarifications and communicated logistic companies about oversea delivering time and tracking records.