Taipei, Taipei City, Taiwan
- Conduct performance analysis across business zones, branches, and advisors using Excel and SQL, delivering insights on productivity, product mix, and revenue drivers for senior leadership - Prepare recurring performance reports and visual presentations that summarize weekly, monthly, and quarterly trends, improving clarity for management and supporting more informed business reviews - Support financial planning and forecasting activities by quantifying strategic direction into executable revenue and sales targets; perform year-end forecasts using trend analysis, seasonality evaluation, and market insight - Conceptualize a GenAI-driven performance insight engine, defining analytical logic and potential use cases; awarded 1st place in the bank’s innovation competition, with implementation scheduled for next year - Completed two cross-functional rotations that strengthened analytical, strategic, and cross-functional collaboration skills: 1. Business Planning Division (2 mon) - Supported strategy initiatives through market and competitive research, summarizing insights for internal discussions - Participated in GenAI integration projects by coordinating POC activities and supporting user interviews, gaining exposure to digital transformation initiatives 2. Credit Card Payments Division (2 mon) - Generated customer and transaction insights through market research and data analysis to better understand spending behavior and support campaign planning - Conducted competitive analysis focused on credit card benefits and positioning, deepening understanding of retail financial products and market differentiation
- Applied tax and accounting principles to real business cases, supporting compliance checks and daily financial operations - Developed six RPA automations that streamlined accounting workflows, enhanced data accuracy, and reduced manual workload - Improved database and reporting processes by identifying operational bottlenecks and building automated, standardized solutions - Collaborated with the team to refine automation logic and ensure smooth integration into daily operations