Excel
Charles Thériault
BI analyst
Quebec,QC
Summary
Aspiring to simultaneously advance my academic and professional career, I am currently seeking a new challenge that can contribute to my personal development. Having established myself within my current employer as an expert in business intelligence, actively contributing to significant organizational decisions, I believe I have achieved substantial projects and wish to further this growth as I complete my MBA in Business Analytics. Looking for fully remote work if located outside of Quebec city.
Overview
5
5
years of professional experience
13
13
years of post-secondary education
2
2
Languages
Work History
BI analyst
Groupe SM Tardif
Québec, QC
04.2022 - Current
- Development of strategic dashboards in Power BI to facilitate decision-making (including balance sheet, income statement, cash flow, receivables, etc.).
- Forecast reports on upcoming financial performance.
- Collaborative work with CFO and President for strategic decision-making.
- Conduction of executive committee meetings to present Group's financial results.
- Creation of automated reports within administration department to replace manual tasks and improve department efficiency (e.g., OCR for statements).
- Optimization of project selection strategy to maximize profitability.
- "Expert user" of Power BI
- As the primary developer of the strategic dashboards, proficiency in data engineering is essential.
Financial Analyst
Industrielle Alliance
Quebec, QC
03.2020 - 03.2022
- Entering transactions from portfolio managers into exchange-traded funds (ETFs) with Hedge-Funds.
- Serving as bridge between in-house portfolio managers and Hedge-funds.
- Making between 200 and 500 trades per day. Each trade can range between 1$ and 100M$.
- Conducting currency transfers to maintain adequate liquidity levels in our accounts.
- Operating under pressure with tight deadlines.
- Inputting accounting transactions such as rebalancing, currencies, transfers, etc., into ERP software.
- Providing support to commercial mortgage team.
- Filling three positions within my investment team and training multiple employees under my supervision.
- Working with Excel (VBA), both in French and English.
Cost Analyst
3DRPD
Montreal, QC
04.2018 - 09.2018
- Analysis of the cost of 3D printed parts, including break-even analysis for both production and design centers.
- Delivering a presentation to the board of directors, encompassing improvement recommendations and analysis outcomes.
- Aiding in accounting and raw material inventory management.
- Enhancing the customer database and implementing an integrated customer management software.
- Conducting analysis work at the production center in the United States and business trips to the European production center.
- Working with Excel, both in French and English.
Education
MBA - Business Analytics
Université Laval
Québec, QC 01.2022 - Current
BBA - Finance
Université Laval
Québec, QC 09.2016 - 05.2020
Associate of Applied Science - Electrical And Computer Engineering
Université Laval
Québec 09.2014 - 01.2016
Program of Preparation To University - Natural Sciences
Cégep De Sainte-Foy
Sainte-Foy, QC 08.2012 - 05.2014
High School Diploma -
Externat Saint-Jean-Eudes
Québec, QC 08.2007 - 06.2012
Skills
Power BI (Power Query and DAX
undefinedSoftware
Power BI
Word, PowerPoint
Maestro
Timeline
BI analyst
Groupe SM Tardif
04.2022 - Current
MBA - Business Analytics
Université Laval
01.2022 - Current
Financial Analyst
Industrielle Alliance
03.2020 - 03.2022
Cost Analyst
3DRPD
04.2018 - 09.2018
BBA - Finance
Université Laval
09.2016 - 05.2020
Associate of Applied Science - Electrical And Computer Engineering
Université Laval
09.2014 - 01.2016
Program of Preparation To University - Natural Sciences
Cégep De Sainte-Foy
08.2012 - 05.2014
High School Diploma -
Externat Saint-Jean-Eudes
08.2007 - 06.2012
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