Lan Zhou

Toronto, Canada C: 647-***-**** adlgs9@r.postjobfree.com

Linkedin

PROFILE

Master of Science in Statistics, Bachelor of Science in Information Technology.

7+ years of experience in top financial institutions (RBC, CIBC, PwC) on Business Intelligence Reporting for Capital Markets, Wealth Management, Credit Process Service, Statutory & Regulatory and Taxation Department by using SQL, SAS, WebFocus, Cognos BI 11, TM1, Alteryx, Tableau, Power BI, Access, Excel VBA.

10+ years of IT experience in data analysis, manipulation, validation, extraction and automation against Enterprise Data Warehouse, MIS, CGID, Teradata, Oracle, Data Lake, Finance DataMart.

Comprehensive knowledge of the principles and application of KPI reporting and the ability to manage multiple projects and initiatives simultaneously.

Strong skills in project management (Agile & Waterfall), influencing, negotiation, analytics and troubleshooting on complex conceptual problems.

WORK HISTORY

RBC, Toronto, Canada January 2019 – Present

Senior Analyst, BI Reporting Shared Services - Enterprise Operations and Payments

Accountable for production, maintenance and enhancements of required financial and non-financial reports.

Develop and implement automated reporting solutions and ETL processes for dashboards, structured reports and reporting capabilities leveraging SQL, SAS, WebFOCUS, Cognos BI TM1, Alteryx, Tableau and Excel VBA.

Work with business partner to collect the requirement and convert detailed analytics reports into actionable steps that focus on improving KPIs and facilitating stakeholder decision making against Teradata, EDW, CGID, EPM, PeopleSoft, Oracle and DataMart.

Interact with Taxation Department and support datasets for regulatory and internal audit reporting.(CCAR)

Play as an administrator for one internal RBC Connect website and one SharePoint Site.

CIBC Toronto, Canada June 2012 – December 2018

Business Specialist / Business Analyst

PM&MIS - Capital Markets / Wealth Management Operations, Jan 2016 – Dec 2018

Participated Cognos 11 Migration Project and liaised with Projects and Technology groups within GO&I and applied Agile processes and methodologies to develop workflow, data flows, objectives, and deadlines. Worked in partnership with these groups to ensure a coherent and comprehensive approach to design, implementation, testing, and training of strategic performance measurement and MIS initiatives.

Played a leadership role in the assessment current and future business needs on Monthly KPI Dashboard project for Payment & Treasury U.S. Operations, and utilized SSMS, and AQT to gather data from difference data sources and automated ETL processing (Alteryx) to get data ready for data visualization in Tableau.

PM&MIS - Operations Business Management - Technology & Operations, Oct 2014 – Dec 2015

Managed and QA checked BAU reports delivery as per established timelines and quality expectations. Troubleshot the report errors and guided the business side to update database and correct the error in the input data. Played a role in training and coaching new team members in taking over operational reports.

Played a leadership role in the development and execution of business partner strategy in CAB project. Worked with business and GOW Technology to prepare Business Requirement Documentations (BRD); Utilize SQL, SAS create 15 New Insurance Reporting and manage project reporting testing, deliverables and supporting and maintain.

Lead different Capacity Planning Dashboard in Power BI and visualized data and consulted with department operating heads/supervisors on matters concerning with our RO partners.

Taken on active management of the GO&I PM&MIS Mailbox sharing both the lead and support roles with colleagues, and in addition taking accountability for WBO ad hoc Requests.

Performance Measurement & MIS - Retail Operations & Intria, June 2012 – Oct 2014

Prescheduled the BAU report delivery as per established timelines and quality expectations, participated the continuous improvement of Core Level Reports by adding the new items to improve turnaround expectations by using Excel, Access and macro applications. Troubleshot the report error and guided the business side to update database and correct the error in the reports.

Delivered the project work according to commitments. Ensured project source files are completed and with quality. Established appropriate relationships between business and Technology to facilitate the project’s execution. Investigated with Export Technical on project structure and troubleshooting technical issues in Excel, Access Macros VBA and SQL queries.

Participated in Business Requirement Documentations (BRD) for the project SRT Report and provided support in the collection, analysis, execution and closure. Created the Cognos reports for LCMS – Task and HPP Output Quality Report.

Data collection process of the MOR dashboard development project. At the same time, submitted Continuous Improvement ideas and implemented ideas on Partner Input Quality

PwC, Toronto, Canada February 2012 – May 2012

Business Analyst - Human Resources Technology

Used SQL Proc to extract raw data from PeopleSoft and iTime database and utilize Access VBA to execute data manipulation, calculation and conduct hourly payroll output.

Assisted Corporate Performance, Sales, Payroll, Billing and Credit & Collection in the efforts to maintain a high level of accurate commission calculation and sales reporting.

Analyzed current and future reports/statistics needs and made recommendations.

Documented written procedures on new application support documentation and completes documentation such as end user guides, manuals and administrator guides for business area.

SaskTel Inc. Toronto, Canada June 2005 – December 2011

Business Analyst

Extracted raw data from data warehouse and manipulated data by using SQL query

Worked with internal team members to develop Data Management Plan. Tested and validated data, database model, and data integrity checks in the database.

Reviewed data for inconsistencies and logical errors from manual to automated ETLs.

Generated data listings using both ad hoc and standard queries and reports.

AWARDS / OTHER

2017 Quarterly Team Award on Congs10 Migration Project

2015 Quarterly Team Award on Learning Associate Program Reporting Project

2013 Quarterly Award on assisting RO Production Support Team

201*-****-** eAchievers for the Outstanding Efforts Worker

EDUCATION / CERTIFICATIONS / TRAINING

MS in Statistics University of Toronto, Canada, 2008

BA in Information Technology York University, Canada, 2005

BS in Engineering Kunming University of Technology, China

Datameer eLearning Enterprisedu.datameer.com, New York, 2019

Alteryx Training Course Alteryx Software Company, Canada, 2018

Tableau Training Course Tableau Software Company, Canada, 2016

Writing Queries using MS SQL Server 2008 Global Knowledge, Canada, 2014 (certificate)

Req Development, Documentation & Mgmt Global Knowledge, Canada, 2013 (certificate)

Business Analysis Essentials Global Knowledge, Canada, 2012 (certificate)

SAS Programming Victoria Collage, Canada, 2009 (certificate)

COMPUTER SKILLS

BI Tools: SQL, SSAS Tabular, Power BI, Cognos BI 11, Tableau, Alteryx, Spotfire, Crystal

Coding in C++, VB.NET, JAVA, SAS, R, SQL, JavaScript, Excel VBA

Operating Systems: UNIX, Windows 95/98/NT/2000/XP, DOS

Microsoft Office: Access, Excel, Word, PowerPoint; Corel WP, Adobe Photoshop, FrontPage

DB Design, DB2, Data Conversion, JDBC, ODBC, Oracle, Data Warehouse

LAN, WAN, TCP/IP, Client/Server/COMM, PC Management & Support

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