Summary
Overview
Work History
Education
Skills
Timeline
Generic

Christina Paul

Data Analyst
Burlington,Ontario

Summary

Proactive Reporting & Business Analyst with 3+ years of experience automating reporting, building executive dashboards, and anticipating business needs. Proven record of reducing reporting cycles by 30%, boosting SLA performance by 35%, and saving $100K+ through automation. Experienced leader managing 50+ team members, fluent in Power BI, SQL, and Excel VBA, and recognized for delivering results in fast-paced, high-stakes environments.

Overview

4
4
years of professional experience

Work History

Reporting & Analytics Analyst

Questrade Financial Group Inc.
05.2024 - 12.2024
  • Reduced operating costs by $375K+ annually by automating reporting databases and dashboards in Power BI and Access, eliminating 12,500 hours of manual reporting across 25 team members.
  • Improved data accuracy and compliance by designing validation/reconciliation workflows across multiple data sources like SQL, flat files and 3rd party systems.
  • Developed VBA automation solutions in Excel and Access to streamline reporting workflows, cutting turnaround time by 30%.
  • Created detailed documentation and user guides for reporting tools, ensuring sustainable adoption across Finance, Compliance, and Operations.
  • Enable senior leaders to forecast with confidence by designing reporting frameworks, including variance analysis, KPI dashboards, and forecasting tools.

Team Lead, Customer Service

Questrade Financial Group Inc.
03.2022 - 05.2024
  • Improved SLA adherence by 35% by designing and deploying an Excel-based KPI tracking system to monitor call center metrics (AHT, wait times, productivity) across multiple queues, enabling real-time performance insights for management.
  • Optimized reporting efficiency, saving 240+ leadership hours annually by automating daily and monthly executive dashboards with Excel VBA, consolidating KPIs into a single source of truth across data silos.
  • Coached and mentored a 50+ member team through stakeholder disruptions, strengthening resilience and ensuring business continuity with minimal operational interruptions, while improving efficiency and team performance.

Customer Service Specialist

Questrade Financial Group Inc.
02.2021 - 03.2022
  • Guided over 150+ self-directed investors per week, offering detailed assistance on equities, ETF’s (Exchange Traded Funds), fixed income securities, options contracts, and Questwealth Portfolios.
  • Educated clients on order types (market, limit, stop-loss, GTC), trade settlement rules (T+2), and platform navigation across Web Trader, Questrade Edge, and the mobile app.
  • Mitigated financial and operational risks by managing escalations and resolving complex account issues, including margin calls, dividend distributions, corporate actions, and settlement delays across registered and non-registered investment accounts.
  • Improved client experience by resolving ACATS/ATON transfer issues in partnership with trading desk and back office, reducing delays and increasing satisfaction.

Education

Postgraduate - Business Analytics

Seneca College
01.2020

Postgraduate - Social Media

Seneca College
01.2019

Bachelor of Business Administration - Finance

Manipal University
01.2017

Certificate - Business Accounting

Chartered Institute of Management Accounting
01.2016

Skills

Data Analysis & Reporting (SQL, Excel)

Timeline

Reporting & Analytics Analyst

Questrade Financial Group Inc.
05.2024 - 12.2024

Team Lead, Customer Service

Questrade Financial Group Inc.
03.2022 - 05.2024

Customer Service Specialist

Questrade Financial Group Inc.
02.2021 - 03.2022

Postgraduate - Social Media

Seneca College

Bachelor of Business Administration - Finance

Manipal University

Certificate - Business Accounting

Chartered Institute of Management Accounting

Postgraduate - Business Analytics

Seneca College

Similar Profiles

CREATE PROFILE
Christina PaulData Analyst