YUNYUN (JULIE) ZHU

Partnered with US Med-Equip stakeholders in weekly sponsor meetings to define business requirements and align analytical recommendations with operational constraints.

Coordinated comprehensive analysis across demand, inventory, pricing, transfer, and purchasing data spanning 6,000+ product-market combinations.

Developed and iterated a Python/PuLP decision framework, improving modeled fulfillment from 74.0% to 91.7%.

Translated model outputs into actionable operational recommendations, documenting assumptions and analytical outputs for seamless handoff and continued use.

Coordinated course-technology initiatives across faculty and technical teams, tracking requests, deadlines, and dependencies to ensure timely project delivery.

Translated complex stakeholder requests into clear implementation requirements and testing criteria, significantly reducing ambiguity and rework.

Owned structured project trackers and recurring quality-control checklists, improving visibility into ownership, blockers, and completion status.

Tested completed updates from an end-user perspective, communicating project status and outcomes to stakeholders effectively.

Managed structured pipelines of U.S. medspa acquisition targets, organizing ownership, market, and visibility data to support weekly prioritization.

Prepared leadership-ready target summaries and recommendations, facilitating outreach and early-stage acquisition decisions.

Supported advisory meetings with 7 high-net-worth clients managing $250K+ portfolios, assessing financial needs, liquidity priorities, and planning objectives.

Structured client information and prepared follow-up materials for recommendations on asset structuring and wealth management solutions.

Prepared 400+ individual tax returns by validating income documents, filing status, credits, and deductions for accurate, compliant filing.

Secured $50K+ in client refunds by identifying eligible tax benefits and resolving incomplete or inconsistent financial information.

Created Excel forecasting inputs using mortality, survival, and market-size data from medical literature across the U.S., China, and Europe.

Built 10-year forecasting scenarios and translated clinical assumptions into investor-facing analyses of pipeline value and commercial potential.