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Data Professional Experience

Boston, Massachusetts, United States
January 10, 2018

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Shipan Chen

** ****** **** *****, ***. ***, Boston, MA, 02125 617-***-**** SUMMARY

Master of Applied Economics, complemented by three years’ experience as a business analyst. Skilled in data mining across different platforms and interpret data to provide suggestions in pricing and profitability.

• Skills: SQL(Oracle/MS Access/Postgre), Tableau, SPSS, SAS, Stata, VBA and Excel;

• SAS Certified Base Programmer & SAS Certified Advanced Programmer; CFA Level 3 Candidate

• Analytic Coursework: Applied Econometrics; Math & Statistics for Economists; VFP Programming; Market Research; Consumer Behavior; Behavioral Finance&Economics; Supply Chain & Logistics Management PROFESSIONAL EXPERIENCE

Foreign Exchange, TD Securities USA (LLC), Boston, MA Oct.2014-Present FX Product Analyst

Regular Foreign Exchange Sales Reporting - SQL&Tableau

• Reviewed trading data and reporting request to draft tables/views using multiple queries;

• Built SQL scripts and created complex queries across different platform for data analysis;

• Effectively utilized data blending feature in Tableau to connect different data sources(Oracle/Access/Excel);

• Created rich interactive dashboards and generated compelling user storyboards to deliver actionable insights;

• Improved both reporting efficiency and user experience by handling customized views with action filters, parameters, calculated fields and subsets;

• Developed a detailed user manual and trained the other analyst to make periodic updates and maintenance;

• Conducted sensitivity and scenario analysis on FX spread to present the potential revenue opportunities;

• Performed bucked analysis with statistical approaches to segment customers for optimized pricing strategy Database Design for Finance Team

• Simplified commission uploading process for back-office accountants with easy click using SQL&VBA;

• Designed time-efficient process to add/delete customer/branch into/from MS access database;

• Reviewed org structure, established relationships and created database schema among multiple tables;

• Performed periodic database maintenance to ensure efficiency of execution and reduce unnecessary glitch Project Management - FX Trading platform upgrade

• Acted as a liaison between business and IT team to analyze and interpret business requirements;

• Drafted test scenarios and keyed in transactions in the demo to confirm that expected results are obtained;

• Generated reporting from test data using SQL and passed along to the IT team for further data mapping;

• Setup recurring calls to obtain status update and kept track of to-do list to make sure deliverables are made Research Division, Boston Redevelopment Authority, Boston, MA Jul.2013-Dec.2013 Research Intern - Boston’s High Skilled Immigrants

• Took PUMA to study the connection between education and employment for immigrants;

• Calculated economic returns on both education and language to demonstrate whether receiving more education or being more English proficient would make a difference for an immigrant;

• Created statistical model in SPSS to estimate “mark-ups” for immigrants in job seeking versus citizens EDUCATION

Northeastern University Boston, MA

Master of Arts in Applied Economics (GPA: 3.83) Aug. 2014 Southwestern University of Finance and Economics Chengdu, China Bachelor of Business Administration in Marketing (GPA: 3.20) Jul. 2011

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