Data Quality & Analytics Associate - Finance Systems

Tony Tan

Boston, MA ************@*****.*** 781-***-****

EXPERIENCE

Bain Capital

Credit Capital Markets, Data Governance Associate November 2024-Present

•Authored and deployed SQL-driven data quality controls across Snowflake and legacy warehouses, proactively preventing trade breaks, NAV misstatements, and downstream reporting issues across multi asset investment platforms

•Defined enterprise Data Quality KPIs and centralized Atlan Data Catalog, creating remediation workflows that improved transparency, enforced data standards, and accelerated issue resolution rates across the Capital Markets organization

•Partnered with engineering and operations during Snowflake migration to design, test, and implement enterprise-wide data quality rules, ensuring consistency and reliability during platform modernization

•Led the redesign of data-collection workflows, reducing categorization time from 16 days to 2 days, and significantly improving data utilization across IT, Risk, and Data Governance functions

•Translated complex technical and financial analysis into clear, actionable insights for senior leadership, serving as a bridge between business, data, and technology teams

•Monitored exception reports and developed automated alerts on Monte Carlo, enhancing oversight of pricing, position, and cash flow discrepancies tied to daily NAV movement and portfolio valuation

•Performed deep-dive root-cause analyses on FX, cash-flow, NAV, and multi-level (security/portfolio/fund) breaks using SQL, Python, and reconciliation pipelines, accelerating resolution of valuation and reporting issues across Capital Markets

Performance Architects

Associate Consultant July 2024-November 2024

•Automated workflows to optimize financial systems for higher education clients, improving reporting efficiency and performance

•Leveraged existing data to develop new features and functionalities within Oracle EPM, enabling more accurate, insightful, and faster reporting

•Improved data quality by standardizing financial sources, ensuring consistent and reliable data outputs across reporting processes

Bain Capital

Third Party Vendor Risk Co-Op January 2023-July 2023

•Evaluated 75+ vendors in cybersecurity/finance domains, identifying critical vulnerabilities, and handled implementation of mitigation strategies

•Led the implementation of vendor risk mapping technologies using VISO Trust, creating a comprehensive vendor risk visual network

BAE Systems

Summer Finance Life Cycle & Business Intelligence Intern June 2022-August 2022

•Developed Power BI dashboards for key financial metrics, improving product cycle decision-making and efficiency

•Implemented and refined QA testing protocols for company portal, ensuring 98% functionality and user interface standards

Boston Consulting Group

Risk Management & Compliance Co-Op January 2022-June 2022

•Developed automated compliance reporting models using Alteryx, reducing manual data analysis by 95% and visualizing progress on Tableau

•Authored 7+ BCG compliance presentations on topics such as reputational/regulatory risk, utilized in client meetings, internal memos, and internal training programs

Vertex Pharmaceuticals

Internal Audit & IT Audit Co-Op January 2021-June 2021

•Prepared and conducted internal audit reviews with a focus on data transfer, GDPR compliance, and SOX controls testing using GRC software

EDUCATION

Northeastern University, International Business Bachelor of Science Class of 2024 Concentration: Finance & Financial Technology

Study Abroad: Comillas Pontifical University Madrid, Spain

Study Abroad: Jinan University Guangzhou, China

Activities: Northeastern Finance and Investing Club, Cheese Club, Ski and Snowboard, International Relations Council, Photography Club

SKILLS/INTERESTS

Languages: English, Chinese (Mandarin & Cantonese)

Technical Skills: Snowflake/MSSQL SQL, Microsoft Office Suite, Alteryx, Python (NumPy, Pandas, SciPy, Scikit), Java, Power BI, Tableau

Interests: International Relations, AI Ethics, Risk Management, Fixed Income, Tech in Finance, Puzzles, Photography, Skydiving

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