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Senior Data Analyst

Accomplished data analyst with experience in finance industry. Analytical and passionate about dealing with data. Highly flexible and adaptable performer; extremely quick learner; adept at multi-tasking environment. Detail-oriented and results-driven achiever with native quantitative and analytical minds. Professional skills include:

  • Programming: Excellent in SQL, Excel/VBA; Familiar with Python, C++, MatLab, R and Tableau.
  • Finance: Level III candidate in CFA program, Options, Fixed Income, Financial Statement Analysis, Corporate Finance, Financial Simulation and Financial Modeling.

Professional Experience

Moody's Corporation
01/201405/2021

Senior Data Governance Team Lead Data Analyst

  • Worked on complicated SQL queries used for publications, projects and data integrity initiatives to support Moody’s globally with ratings related database extracts.
  • Completed the Compliance Ratings Database SQL Server migration project, upgrading its operating system from Windows 2005 Server to Windows 2012 Server. Maintained the same SQL Server as a System Admin.
  • Created ETL automation tool using SQL Server Integration Services (SSIS) that sources data from multiple platforms including Oracle, IBM DB2, Sybase and MS SQL to report Analyst Lookback Data to SEC, reducing the whole process from more than 10 hours to less than 1 hour.
  • Designed and built ETL automation tool using SSIS to report Anti Rating Shopping disclosure to ESMA, reducing the whole process from more than several days to a few hours.
  • Built customized Excel VBA tools that automate Human Resource monthly reporting, cutting the processing time from weeks to hours.
Prospect33 - Workforce Solutions for Finance
01/201201/2014

Associate Vice President Analyst

Consulting Client: Deutsche Bank                                                    11/2013 - 01/2014                       

  • Using Excel VBA and SQL Queries, redesigned and optimized Saves Master Matrix which oversees all of the $4 billion projects Deutsche Bank is undertaking to cut its cost base by $4.5 billion.

Consulting Client: Barclays Capital                                                 01/2012 - 10/2013        

  • Designed and implemented Securitized Products Dashboard by incorporating VBA coding and Sharepoint services. Managed to realize intraday data synchronization thus making sure Dashboard information is up to date.
  • Lead and participated miscellaneous change management projects, including: Internal Trades Control, Recovery and Resolution Planning, Operations Metrics Databases, etc.
Barclays Capital
07/201009/2011

Regulatory Risk and Control Consultant

  • Processed intensive data every day to perform Convertibles Standard Charges Calculations and Adjustments.
  • Performed business cuts and charge allocations and prepared variance analysis for businesses’ review.
  • Proposed and developed new matching logics between Finance system and Market Risk system, reducing the number of material breaks by 90%.

Education

Rutgers, The State University of New Jersey
09/200805/2010

Master of Quantitative Finance (GPA 3.94/4.0)

The University of Texas at Austin
08/200312/2005

Master of Science in Information Studies (GPA 3.6/4.0)

Peking University (PKU)

Bachelor of Art in Archaeology (GPA: 3.7/4.0)

Additional

  • US Citizen and proficient in English and Chinese
  • Lifetime member of The International Business Excellence Honor Society, BETA GAMMA SIGMA