Marketing Analyst

Yan Lin

** ******* ***, *******, **, M*T *M*

Cell: 647-***-**** E-mail: ***.***.**@*****.***

Summary of Qualifications

Proficient in Wall Street Systems (WSS), BondOne, IBTSS, Object Charlie, Traiana, RTNS, SQL,

SAS, MS Offices, and Visual Basic

Attentive to detail and ability to multitask effectively

Excellent communication skills developed through working in team environment

Enhanced analytical and problem solving through various work experience

Highly self-motivated, quick and enthusiastic learner

Professional Experience

Business Consultant

CIBC World Markets, Application Services, Toronto, ON

May 2011-January 2013

Facilitated in the implementation of WSS Implied Curve, Credit, Money Market and FX Retail

Projects in both UAT and Production environments

Elicited business requirements from business users and developed system requirements

Responsible for the functional design and architecture of trading application systems across all

Capital Market technologies and platforms.

Designed and integrated solutions for the data processing and development of precise steps and

processing logic across all platforms.

Ensured designed specifications that achieved business needs and monitored client satisfaction

levels

Collaborated with WSS vendor on various Front and Back Office enhancement projects

Identified and resolved critical complex production problems that lead to coordinating efforts with

the system programmers, network architects, database administrators, and WSS vendor

Re-engineered the P&L monitor process by utilizing SQL to establishing deal by deal P&L

models

Provided consulting services on P&L and Risk reconciliation for Front and Middle Office

Offered consulting services on functions and features of WSS and BondOne GUI screens to Front,

Middle and Back Office Users

Business Analyst - Product Analytics

BMO Financial Group, Retail Product Analytics, Toronto, ON

May 2010-August 2010

Constructed various monthly and quarterly financial reports and forecasts for Retail Mortgage,

Personal Line of Credits and Mutual Funds

Utilized SQL and created Mortgage Retention Models

Developed and maintained sustainable reporting and analysis models

Analyzed and manipulated large complex data sets for trend analysis

Cooperated with data management teams to obtain detail product extracts from various data

sources

Foreign Exchange & Funding Business Analyst

TD Bank Financial Group, TD Securities, FX & Funding, Application Management Support, Toronto, ON

May 2009-December 2009

Assessed and resolved unexpected production system issues for WSS and eMarket Trading

Applications

Prepared comprehensive and effective testing plans for WSS Middle and Back Office

enhancement projects

Provided WSS system training to new business users

Assisted with WSS Accounting, P&L and Settlement ad hoc client requests

Marketing Analyst

Sears Canada Inc., Headquarters, Marketing Analytics, Toronto, ON

September 2008-December 2008

Utilized SQL by creating spending and forecasting models and guided the development of Retail

Catalogue marketing spending principles.

Reviewed and enhanced existing promotional and merchandising progr ams by utilizing the results

from productivity systems

Forecasted business perfor mance based on marketing plans using forecasting and modeling tools

Determined advertising volume spend by reviewing the competitive market

Web Designer

Bank of Montreal, Private Client Group, BMO InvestorLine, eBusiness Strategy, Toronto, ON

January 2008-April 2008

Maintained BMO InvestorLine public/client websites by using Dreamweaver and HTML

Worked in partnership with eBusiness & Marketing teams on Intranet Migration project

Liaised with Marketing teams and developers to gather requirements and website testing

Performed competitive site analysis to enhance user experience of InvestorLine websites

Education

Honours Bachelor of Mathematics and Business Admin.

University of Waterloo, Waterloo, ON, May 2008-2011

Honours Bachelor of Computing and Financial Management

University of Waterloo, Waterloo, ON, September 2006-December 2007

Completed 3 Terms.

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