Summary
Overview
Work History
Education
Skills
Timeline
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Li Liu

Toronto,ON

Summary

Goal-driven Analyst with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations. Over 5 years of experience in Finance industry.

Overview

6
6
years of professional experience

Work History

Senior Data Governance Analyst

TD Bank
Toronto
02.2023 - Current
  • Maintain a good understanding of all enterprise data governance policies and standards and their associated changes; proactively applying as relevant to the lines of business
  • Document and maintain data governance related artifacts (i.e. procedures, manuals, etc.), while anticipating requests by external partners (lines of business, audit, regulators)
  • Generate and deliver multiple reports and dashboards, at varying frequencies (i.e daily, monthly, etc.) in a timely manner, to monitor data stewardship programs such as critical data elements, data quality, metadata, and data lifecycle management
  • Build and maintain analytic tools using various tools (i.e. Excel, VBA, Tableau, Python, etc.)
  • Develop SharePoint, Confluence and JIRA webpages to enable for process efficiencies and capacity management
  • Monitor the quality of critical data elements and metadata quality;
  • Partner with technology and architecture colleagues and contacts to drive effective data related activities for LOB
  • Participate in cross-functional/enterprise initiatives by conducting research and analysis related to data changes and issues
  • Understand, remediate and implement changes in various forums on behalf of LOB
  • Provide specialized data governance / management advice and support to teams, management, leadership
  • Understand trends, identify issues and opportunities and recommend action to management
  • Manage data work activities requiring coordination across multiple areas
  • Protect the interests of the organization; identify and manage risks, raising issues as necessary
  • Lead, motivate and build positive working relationships with internal and external partners; continually improve professional expertise, knowledge transfer and be a brand ambassador for data stewardship and your LOB

Technology Governance Analyst

Bank of Montreal
Toronto
03.2021 - 02.2023
  • Oversees the Operations of the Application Portfolio Management System within the organization, including sustainment of various Application Catalogue processes to ensure Data Integrity and accuracy, support of new Application Owners onboarding etc.
  • Works with Application Catalogue Stakeholders to better understand operational challenges and opportunities in the Application Portfolio Management domain.
  • Proposes actionable recommendations to the Application Catalogue team, as a way of better servicing the Application Catalogue User groups
  • Manages, oversees and minutes the Application Management board forum
  • Performs a level of data analytics including the manipulation of the Application Portfolio data, to support the diverse interfaces between the Application Catalogue and downstream applications
  • Supports the design and implementation of the Technology Governance processes, ultimately integrating governance across the Application Portfolio
  • Supports the Application Catalogue project team by managing risk, and effectively delivering Communication, Training and Awareness for the effective adoption of major change initiatives.
  • Navigates through significant stakeholder ambiguity to determine operational data information requirements, their objectives and
    scope.
  • Gathers and documents end-to-end operations workflow requirements for an Application’s life cycle.
  • Support the design and development of functional specifications, including operational KPI metrics in support of end-to-end Application business requirements
  • Participates, develops and maintains end-user materials (e.g. business process guides and user guides).
  • Develops and executes User Acceptance test cases for UAT testing of the Application Portfolio Management application
  • Stays abreast of operational issues in the Application Catalogue by proactively reaching to better understand Production issues.

Business Analyst

Scotiabank
Toronto
06.2018 - 07.2020
  • Liaise between Finance and application developers to design financial reports used locally and in head office including income statement, balance sheet, yield reporting, head office reporting and management reporting where applicable
  • Communicates project progress, as well as the status of issues that impact project scope, business value, risk and resources on behalf of the Technology team for senior management, including the CTO and SVP
  • Reconciliation of local based financial reports using the corporate view
  • Explain and demonstrate to users how the flow of journal entry level information is used to generate the financial reports used by their new system
  • Train regional subject matter experts on use of the new reporting tools available
  • Prepare detail documentation for financial operational/system changes ensuring the various reporting end-to-end processes are fully analyzed and documented for reporting centres locally and in head office
  • Provide a high level of professional service to Finance, within head office as well as the Business Line's Finance functions and International Banking countries consistent with head office standards.

Education

Master of Science - Mechanical Engineering

University of Toronto
Toronto, ON
11-2017

Bachelor of Science - Industry Engineering

Northeast Forestry University
Harbin, China
06-2015

Skills

  • Excel (Working knowledge – Expert level)
  • Communicate positively and professionally in both spoken and written form
  • Experience in manipulating large volumes of data and provide insights and guidance
  • Deep understanding of data governance policies, standards, and related programs
  • Report design and delivery
  • Experience in documenting standard operating procedures, manuals
  • Experience in using and/or developing SharePoint, Confluence, and JIRA
  • Experience working with audit/regulators in 1B Testing, and Application Attestation
  • Prioritize multiple tasks and deliver in a tight timeline
  • Build positive relationships across teams and functions

Timeline

Senior Data Governance Analyst

TD Bank
02.2023 - Current

Technology Governance Analyst

Bank of Montreal
03.2021 - 02.2023

Business Analyst

Scotiabank
06.2018 - 07.2020

Master of Science - Mechanical Engineering

University of Toronto

Bachelor of Science - Industry Engineering

Northeast Forestry University

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Li Liu