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
Languages: French and English
Excel, Word, PowerPoint
Data analysis and forecast
Capability to transform intricate data into practical solutions
Data engineering
Software
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