EXCEL, SQL,SAS, VBA

Jie (Roger) Luo, M.A.

*** ****** ***** ***** ****, ON M2H 2W3 647-***-**** ***.*****@*****.***

QUALIFICATIONS

Strong academic background in Finance and passion and interest in capital markets through independent experience

Working experience in data collection and analytics to deliver valuable insights and evidence-driven strategy, conducting task including data extraction, cleansing, data manipulation.

Advanced in SQL (queries, subqueries, triggers and stored procedures) by using MySQL, SAS

Strong academic background with a Master of Economics (Bachelor of Financial Economics) knowledge in Finance (Financial Accounting, Management account), knowledge of equity and derivative.

Strong data mining techniques and statistical analysis skills in predictive modeling and segmentation, to include but not limited to: multiple linear regression, logistic regression, nonparametric analysis, forecasting, decision tree and cluster analysis

Hologic, INC., Toronto, ON

Sentinelle Medical - A Division of Hologic Inc.

Inventory Data Analyst, 2010-2012

Maintained and tested to ensure accurate inventory levels through detailed data analysis

Perform Data Analysis and Business Intelligence with Excel’s Built in Data Analysis feature such as Sum, VLOOKUP, Sort, Filter, Tables. learning the concepts and techniques for how to import, clean and transform data from multiple sources to build report and data analysis outputs. (Excel, VBA)

Assist in provide analysis, forecast, audit and reporting support to identify, recommend and implement cost saving alternatives and process improvements for existing operations.

Assist in the development of sales and promotion plans, seasonal opportunities and in-store activity. Assist in maintaining promotional calendar, as it relates to inventory, to maximize sales and profits (Excel, Access)

Teaching Assistant, Oct 2016 – May 2017

Created and implemented learning strategies in multiple formats to improve course activities

Personally, assisted individuals with their course materials, career planning and create/improve study methodology

EDUCATION RELATED EXPERIENCE

York University, Economics of Finance Market Class

Optimal Equity Securities Portfolio

Extracted historical stock data from Yahoo! Finance using VLOOKUP, SQL, Merge, and PivotTable

Developed mathematical and statistical models to test hypothesis and distributions to create optimal portfolio

Calculate the Risk level, test the stock price efficiency and apply the CAPM Model.

York University, Applied Econometrics Class

US Real GDP, Inflation, federal funds rate and 3-years bond rate

Used SAS and SQL for Data extraction, plot the data in levels differences. Compare the patterns and comment

on the trend.

Test the series in Levels and unit roots using the Dickey-Fuller and Augmented DF procedures.

Comment on the outcomes and the order of integration in the US Macro Data.

Regress the bond rate on the fund rate, test the residuals for cointegration, interpret the outcomes.

EDUCATION

York University, Toronto, ON

M.A Economics, 2017

3.5 GPA

York University, Toronto, ON

B.A. Finance and Business Economics, 2016

Dean's Honor List, 2016

Additional Relevant Professional Development

Financial Market Portfolio, Risk Management & Long Run Return(UBS), Coursera

Data Analysis and Presentation Skills: the PwC Approach (PwC)

Foreign Exchange and Equity Trader (2010 – Present)

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