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