Senior Research Analyst

• Apr 2020 - Present

Financial Analyst

• Nov 2018 - Mar 2020

• Analyzed and reported daily business operations and financial performance. • Monthly prepared reports including in-depth analysis of actuals, plan & prior year, variance analysis and evaluation of liquidity, efficiency, risk management. • Performed financial analysis, built and developed detailed banking data models. • Monthly consolidated business reports and delivered strategic insights. • Frequently optimized the financial and business data reporting process, which lead to increased time efficiency and more value-added analysis. • Developed and improved streamlined Excel spreadsheets using Excel VBA, SQL, and Power Query, which saw at least a 50% decrease in time use. Show less

Business Research Analyst

• Jan 2018 - Aug 2018

• Led a consultancy project to provide solutions to the company’s business problems. • Performed quantitative and qualitative analysis by using primary and secondary data sources to find out key risk indicators of business failure in the UK. • Completed a 67-page report with findings and key solutions for the business. • Led a consultancy project to provide solutions to the company’s business problems. • Performed quantitative and qualitative analysis by using primary and secondary data sources to find out key risk indicators of business failure in the UK. • Completed a 67-page report with findings and key solutions for the business.

Financial Analyst

• Mar 2016 - Aug 2017

• Built automatic analysis dashboard & reports to monitor day-to-day retail banking activities including business operations, financial performance and management. • Analyzed and designed data model based on reporting objectives. • Supported the manager to build and test product analysis models. • Built automatic analysis dashboard & reports to monitor day-to-day retail banking activities including business operations, financial performance and management. • Analyzed and designed data model based on reporting objectives. • Supported the manager to build and test product analysis models.

Intern - Credit Risk Assistant

• Sep 2015 - Feb 2016

• Frequently updated credit system and followed up with customers on loans. • Supported with nearly 60 Credit Proposals, performed risk evaluation and analysis for new customers across a range of qualitative and quantitative risk metrics. • Efficiently processed client transactions and actively supported the administration of client masters while enhancing client satisfaction. • Successfully achieved 93% for the final independent thesis. • Frequently updated credit system and followed up with customers on loans. • Supported with nearly 60 Credit Proposals, performed risk evaluation and analysis for new customers across a range of qualitative and quantitative risk metrics. • Efficiently processed client transactions and actively supported the administration of client masters while enhancing client satisfaction. • Successfully achieved 93% for the final independent thesis.

Intern -Finance Assistant

• May 2014 - Oct 2014