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Bio

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Credentials

  • Passed CFA I, CFA II candidate
    CFA Institute
    Jan, 2024
    - May, 2026
  • Data Science Professional Certificate
    Coursera
    May, 2022
    - May, 2026
  • NZFMA Accredited Individual - Foreign Exchange
    New Zealand Financial Markets Association
    Nov, 2021
    - May, 2026
  • Google Data Analytics Certificate
    Coursera
    Apr, 2021
    - May, 2026
  • Microsoft Certified: Power BI Data Analyst Associate
    Microsoft
    Dec, 2022
    - May, 2026

Experience

    • Digital Sales Business Analyst
      • Jul 2021 - Present

  • Techtorium
    • Auckland, New Zealand
    • Head of Quality Assurance
      • Jul 2017 - Jul 2021
      • Auckland, New Zealand

      • Full data life cycle management: data entry processes, extract-transform-load, visualisation, dashboarding as well as data storage• Insight generation through understanding data context and stakeholder needs; Constructing logic models and KPIs to support work programmes• Delivering insights and reports to both internal and external stakeholders; Communicating insights via conversations, reports and presentations• Conducting organisation-wide data governance activities and being responsible for improving the data quality and managing the protection of sensitive data• Ensuring compliance with internal control procedures by examining various records, reports, operating practices and documentation• Managing all aspects of finance, including assets management, accounts and reports

    • Financial Accountant
      • Aug 2015 - Feb 2017
      • Hamilton

      • Assisting on business analysis for growth strategy, including customer needs assessment• Collecting data to analyse business performance, identifying trends and risks of different units• Setting up, converting, testing, maintaining accounting system (Xero) and training users• Examining bank reconciliations, managing accounts receivable and payable

    • Trade Product Manager
      • Jul 2010 - Jan 2015

      • Analysing statistics and facilitating the development of trade finance products• Providing unique trade finance services based on the analysis of customers’ trade situation• Using multiple tools to analyse industry and customers’ data for preparing future strategy

Education

  • 2015 - 2015
    Waikato Institute of Technology
    Graduate Diploma, Accounting
  • 2006 - 2010
    Xiamen University
    Bachelor's degree, Economics, Political Science and Public Administration

Suggested Services

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Industry Focus. “Banking”

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