Data Analytics, Issue remediation, data visualization

Evan (Nan) Bu

Location: West New York, NJ Mobile: 301-***-**** Email: *********@*****.***

Summary

** ***** ** ********** ** the Analysis, Designing, Modelling, Development, Implementation & Testing of Data Warehouse applications and acquired good analytical, co-ordination and interpersonal skills for leadership.

Ability to data collection, data cleaning, wrangling, data analysis and building predictive models on the data sets in both SAS and Python.

Expertise in Information Technology like Data Analysis, Business Analysis, Data Warehousing, Client Server Application Development and Data Administration.

Experience in implementing data analysis and using Data visualization tools like Tableau and Power BI.

Working experience in using version control systems like Git.

Skills

Language:

SQL, SAS, Python, R

IDEs:

Visual Studio Code, PyCharm

Packages:

NumPy, Pandas, Matplotlib, SciPy, ggplot2, Spark, Flask

ETL Tools:

SSIS

Visualization Tools:

Tableau, Power BI, Microsoft Excel

Database:

MySQL, SQL Server, AWS

Other Skills:

Data Cleaning, Data Wrangling, Critical Thinking, Communication Skills, Presentation Skills, MS Office

Education

Masters in Finance Aug 2011 – June 2013

University of Maryland, College Park, MD

Bachelors in Finance Aug 2007 – Dec 2009

George Mason University, Fairfax, VA

Experience

BNYM, NY Feb 2022 – Nov 2024 VP, Asset Liability Management

Take charge of the logic and data research responsibilities of the Asset/Liability Management Information System (ALMIS) database and the flow of ALMIS data into its associated analytic and reporting applications.

Develop DQ control framework and complex SQL query and VBA templates for various data checks.

Monitor daily BAU reporting progress and ensure data readiness for all downstream processes.

Root cause analysis for identified/reported data issues, and construct remediation plan and communicate with associate parties for execution.

Design multiple Tableau and Power BI reports based on requirements from controller and stakeholders.

MetLife, NJ Oct 2018 – Feb 2022 Principal Data Analyst

Managed quantitative models to forecast revenue for various businesses under different macroeconomic scenarios to maintain a clear documentation trail of approach and process

Conducted revenue projection models’ execution, analysis, and report, and ensure consistency across models employed for forecasting and stress testing

Built, published customized interactive reports & dashboards, reported scheduling using Tableau server.

Cleansed and blended multiple data sources to allow for different views on application data in a single dashboard.

Performed Data Analysis and data profiling using complex SQL on sources systems including SQL Server.

Worked with Business, Controller, and IT to remediate model-related issues identified.

Fannie Mae, Washington DC Jul 2017 - Oct 2018 Financial Data Analyst IV

Participated in the Earning at Risk project, working as a liaison between business units and IT department to translate business objects to system requirements, tasks including code validation, data mapping, model vetting and implementation.

Developed SQL procedures to streamline ongoing consolidation of data from multiple sources.

Maintained and utilized database stored procedures, user-defined functions, views, triggers and other common database objects in MS SQL Server to fulfil data requests from different business units.

Conducted quantitative analysis, including the construction of regression models in SAS & Python to forecast rates’ change & book growth of business.

Visualized analysis & generated reports in Power BI & presented deliverables to different audiences.

Facilitated the transition of model development and maintenance work from SAS to Python environment.

American Psychological Association, Washington DC Feb 2015 - Jun 2017 Financial Data Analyst

Performed financial data compilation and analysis including cash flow projection, budgeting, analytical procedures e.g., ratio, trend, variance, reasonableness, etc., and identified metrics and areas that provide more insights to the financial performance.

Worked directly with CFO and EDs on predictive modelling methodology to better forecast revenue and operating results and refining process to better monitor and management actuals against budget

Designed queries for reporting efficiency, built templates in Tableau to automate reports generation & published reports to the designated audience and made Tableau dashboards available to web clients and in mobile apps

Served as the Admin for all database modules including Payroll, P&L/General Leger, and BI data warehouse, and trained junior staffs to use BI tool and ERP system.

Interacted and corresponded professionally with team members, department delegates, and other stakeholders on a daily basis.

Charles Schwab, NJ Feb 2014 – Jan 2015 Data Analyst

Imported the claims data into Python using Panda’s libraries and performed various data analyses, and generated various capacity planning reports used Python packages like NumPy, Pandas, Matplotlib, SciPy, Spark and Flask.

Developed Tableau data visualization using Scatter Plots, Geographic Map, Pie Charts and Bar Charts and Density Chart, and prepared dashboards using calculated fields, parameters, calculations, groups, sets and hierarchies in Tableau.

Involved in creating database objects like tables, views, procedures, triggers, functions using SQL to provide definition, structure and to maintain data efficiently, and performed Data Analysis and Data profiling used complex SQL on various sources systems included MySQL and MS SQL Server.

Prepared the data rules spreadsheet using MS Excel that will be used to updated allowed values, findings, and profiling result.

Certifications

CFA Charter holder, FRM certified

SAS Certified Programmer

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