Bo Cao
Montreal,Canada
Summary
Analytical and detail‑oriented Business Analyst with a Finance degree from the John Molson School of Business and hands‑on experience in forecasting, reporting, operational analysis, and process optimization. Strong foundation in statistical methods, time‑series analysis, and financial modeling. Proven ability to translate business needs into actionable insights, build scalable models, and support decision‑making across business units. Skilled in Excel, Tableau, and data interpretation, with clear communication skills and excellent attention to detail.
Overview
6
6
years of professional experience
Work History
Banking Operations Associate
Rural Commercial Bank of China
01.2023 - 01.2025
- Analyzed operational data and transaction volumes to identify process inefficiencies and improve accuracy in daily reconciliations.
- Prepared weekly and monthly analytical reports on fee trends, cash‑cycle metrics, and margin performance; contributed to management decision‑making.
- Supported month‑end closing by validating data, resolving discrepancies, and ensuring accurate financial reporting.
- Verified customer data and documentation, reducing processing errors and improving compliance controls.
- Optimized front‑office workflow by triaging service requests, reducing queue wait times and supporting service‑level targets.
Warehouse Operations Analyst
Vention
01.2019 - 01.2020
- Forecasted weekly parts demand using historical usage data and operational trends to ensure timely kitting and replenishment.
- Conducted inventory variance analysis and supported root‑cause investigations to reduce stock discrepancies.
- Implemented a two‑step verification system that improved fulfillment accuracy and reduced shortages.
- Analyzed workflow patterns to support operational efficiency improvements.
Education
Bachelor of Commerce - Finance
Concordia University-JMSB
Montreal, QCCFA -
CFA Level 1
Skills
- Analytical Methods: Time-series forecasting, regression analysis, scenario modeling, trend analysis
- Data Tools: Excel (advanced formulas, PivotTables, modeling), Tableau, data cleaning
- Business Analysis: Requirements gathering, process mapping, workflow optimization, reporting
- Financial Analysis: KPI analysis, variance analysis, operational metrics, three-statement modeling
- Soft Skills: Cross-functional communication, problem-solving, documentation, team collaboration
- Languages: English (Fluent), Mandarin (Fluent), French (Intermediate)
Timeline
Banking Operations Associate
Rural Commercial Bank of China
01.2023 - 01.2025
Warehouse Operations Analyst
Vention
01.2019 - 01.2020
Bachelor of Commerce - Finance
Concordia University-JMSB
CFA -
CFA Level 1