Post Job Free
Sign in

Data Manager

Location:
San Diego, CA, 92131
Posted:
October 06, 2010

Contact this candidate

Resume:

Sean (She-peng) Weng

***** ******** ******, *** *****, CA 92131Cell: 408-***-**** E-mail:

abj22s@r.postjobfree.com

Education

University of California, Irvine, The Paul Merage School of Business,

Irvine, CA 6/2010

Master of Business Administration, Finance GPA -

3.8

San Jose State University, San Jose, CA

8/2000

Bachelor of Arts, Political Science Minors in History and Economics

Wall Street Prep - Financial & Valuation modeling program

Coursework: Financial Statement Analysis, Advanced Accounting, DCF, Trading

& Transaction Comps, M&A, and LBO

Experience

MERGENT, San Diego, CA 9/2006 -

6/2010

Senior Manager -Historical Data Products (10/2009 - 6/2010)

Managed the daily data collection, research, and cleansing operations for a

1.2M financial data product-line providing historical fundamental and

technical data to money managers, discount brokers, and institutional

investors.

Led the creation of a new financial data department through project

management, creation of comprehensive department documentation, and

training, which reduced overhead and labor cost by over 50% between

departments.

Collaborated with senior management team to develop and implement integrity

checks for mutual funds data service that created pre-announcement delivery

capabilities with 99% data accuracy.

Implemented company-wide centralization initiative by automating split and

dividend adjustment calculations that standardized and eliminated

duplication of data collection across three departments.

Developed new daily "Short Sale" data service by identifying new SEC

regulation, investment strategy, and internal value-added data ratios.

Manager - Historical Securities Database "HSD" department (9/2006-10/2009)

Managed the relocation and daily financial data collection operations for

historical fundamental and technical equities data (HSD department), and

developed internal core competencies in data quality and client service.

o Led the successful relocation of the HSD data department with a 100%

client retention rate. Created a new department of six data analysts

through hiring, training, and development of internal documentation and

work-flow.

Collaborated with marketing and sales teams to design and implement client

survey. Conducted analysis of client survey data to evaluate trends and

identify key drivers to service improvement, which resulted in the creation

of cross-functional value-added processes and an annual client satisfaction

rating of 4.5 (out of 5).

Developed and launched new "After-hour" data service by reengineering data

repair process, which resulted in a 25% subscription rate from existing

clients and contributed to 100% client retention during business down-cycle

(2008).

Created data formulas and specs for technical and fundamental ratios for

the development of a new derived data feed.

Integrated NYSE bond data to product at no additional cost resulting in 10%

subscription among existing clients.

IVERSON FINANCIAL SYSTEMS/CAPCO (Acquired by Mergent), Sunnyvale, CA

9/2001-9/2006

Senior Data Research Analyst/Client Relations (9/2003-9/2006)

Provided technical support, client relations, and led customer driven

service enhancement projects for companywide products - US/Canadian

Equities, Global Index Monitor, and Sectorwatch.

o Led QA/QC data testing for the creation of a 1.5 M dollar historical

financial database by creating test plan and error reports, and

collaborated with development team to create relational DB design and

requirements.

o Created QA test plan and product documentation for the development and

launch of new data products for ETFs (SIAC), pricing (DTN and Telekurs),

corporate actions (Mergent), and dividends (S&P).

o Collaborated with product managers to develop and implement client driven

product enhancement projects that created synergies and improved data

services across company products.

Data Research Analyst/Client Relations (9/2001-9/2003)

o Conducted data and technical research analysis on mission critical client

issues, and worked with management to develop and implement internal

solutions to meet client requirements.

o Provided client relations and technical data support to sales staff and

150 clients for companywide data products.

Additional Information

o Advanced level in Excel, Word, and PowerPoint.

o Proficient in SQL, Access, UNIX, Relational DB, Windows Office, Visio,

Bloomberg, and Pagemaker.

o Other: Fluent in verbal Chinese (Mandarin), 4th Degree black belt, 5-time

Shuai-Chiao Champion, 13 handicap golfer.



Contact this candidate