Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Douglas Zhou

Toronto,Canada

Summary

Senior Data Analyst and BI Consultant with over 10 years of experience in banking, insurance, and telecom. Proven expertise in building data pipelines, predictive models, and BI dashboards (Power BI, Tableau, Looker) to support strategic decision-making and improve campaign performance. Skilled in Python, SQL, SAS, and modern cloud platforms (Azure, GCP), with a strong record of optimizing reporting workflows and delivering measurable business impact. Recognized for bridging technical solutions with business value and collaborating effectively across analytics, marketing, and engineering teams.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Senior Data Analyst – Wealth Marketing Analytics

BMO
10.2021 - Current
  • Lead reporting, modeling, and post-campaign analytics for the Advanced Analytics & Data Science team supporting Personal & Wealth Marketing.
  • Developed and automated 18+ interactive Power BI dashboards (DAX, Time Intelligence) and Looker reports, improving visibility into campaign performance and saving over $50K annually in manual reporting costs.
  • Partnered with engineering team to build GCP-based data pipeline, performing data QC and improving data accuracy.
  • Built machine learning models in PySpark/Azure Databricks for customer segmentation and predictive targeting, enhancing campaign ROI.
  • Streamlined the Net Promoter Score (NPS) process for InvestlerLine and Private Wealth by optimizing SAS code and automating survey workflows—doubling population coverage.
  • Implemented CI/CD pipelines (Git, Workfront) to automate analytics pipelines, ensuring faster delivery and consistent quality for cross-functional teams.

Data Associate

Canada Pension Plan Investment Board (CPPIB)
03.2021 - 09.2021
  • Designed and automated the annual ISC IDR review reports across six investment departments using SQL, Python, Tableau, Excel, and PowerPoint, improving reporting efficiency and consistency.
  • Developed data pipelines and analytical dashboards to support key financial and operational metrics for senior stakeholders.
  • Led ad-hoc financial analysis and dashboard development for portfolio management and cost reallocation initiatives, including the TFM Financing cost model and CFM/Bluebook dashboards.
  • Collaborated with cross-functional investment teams to validate data sources, ensuring integrity and alignment across business units.

Senior Data Analyst

TD
07.2019 - 01.2021
  • Worked cross-functionally in the Money-in/Money-out (Checking, Savings, Terms, Loan, MTG, etc.) Review and Remediation projects.
  • Migrated 12 recurring reports from SAS to Python/PySpark/Alteryx in DEV/UAT/PROD environments.
  • Delivered 10+ ad-hoc analysis and built 3 data-connection python modules (SQL-server, DB2, and mainframe)

Senior Data Analyst

Scotia Bank
07.2018 - 01.2019
  • Conducted risk analytics and reporting in Central American and Caribbean markets.
  • Built/optimized Python and SAS programs of BAU reporting systems, cutting reporting running time by 30%.
  • Migrated ETL pipelines from EDW (Oracle, DB2, Hadoop, etc.) into DataMart (SQL-Server).

Data Analyst

RBC
01.2018 - 05.2018
  • Delivered operational risk analytics and marketing analysis for 2000 Canadian branches.
  • Conducted portfolio case studies to the expert roles (Mortgage Specialists, Financial Planner, etc.) on diverse products (PDA, credit card, personal loan, investment protector, and other portfolios).
  • Processed large-scale datasets on Teradata/Hadoop, applying PCA, XGBoost, and other predictive modeling.

Data Analyst

BMO
05.2017 - 12.2017
  • Managed Net Promotion Score (NPS) reporting systems, delivering weekly/monthly insights for Personal & Small Business teams.
  • Upgraded SAS production code, migrated data from Netezza to Sybase
  • Coordinated with IPSOS (third-party survey company) to enhance survey sampling by 20%.

Data Analyst

Manulife
05.2016 - 05.2017
  • Automated and optimized 15+ month-end reporting using SAS, and VBA, reducing manual effort by 30%.
  • Migrated 3 SAS programs from Mainframe to local systems.

Data Analyst

TELUS Communications Inc
07.2015 - 05.2016
  • Delivered ad-hoc and recurring analytics for pricing and strategy teams, contributing to a 15% churn rate reduction. Partnered with IT and BI teams to support campaign design and channel optimization.

Postdoctoral Fellow

McMaster University
01.2011 - 09.2012
  • Conducted research and development in designing optical devices and systems.

Research Engineer

Apollo Photonics Inc.
05.2005 - 12.2010
  • Developed and maintained enterprise software by using MATLAB, C++ and Delphi.

Education

PhD - Electrical and Computer Engineering

McMaster University
Hamilton, ON
01.2005

Master of Engineering - undefined

Nanjing University of Science and Technology
01.1999

Skills

  • Programming and analytics expertise: Python, SQL, SAS, PySpark, Pandas, Scikit-Learn, TensorFlow, PyTorch
  • Cloud & Data Platforms: Microsoft Azure (Databricks, Azure ML), Google Cloud Platform (BigQuery, Dataflow)
  • Business Intelligence: Power BI (DAX, Time Intelligence), Tableau, Google Looker, Alteryx
  • Data Engineering & DevOps: ETL pipelines, CI/CD (Git, Azure DevOps, Bitbucket, Jira, Workfront)
  • Database Systems: SQL Server, DB2, Netezza, Oracle, Teradata, Sybase
  • Other Expertise: Data Modeling, Campaign Analytics, A/B testing, Risk Analysis

Certification

  • SAS Certification for Statistical Business Analyst using SAS 9: Regression and Modeling 2017
  • SAS Certification for Base and Advanced Programmer for SAS 9 2014

Timeline

Senior Data Analyst – Wealth Marketing Analytics

BMO
10.2021 - Current

Data Associate

Canada Pension Plan Investment Board (CPPIB)
03.2021 - 09.2021

Senior Data Analyst

TD
07.2019 - 01.2021

Senior Data Analyst

Scotia Bank
07.2018 - 01.2019

Data Analyst

RBC
01.2018 - 05.2018

Data Analyst

BMO
05.2017 - 12.2017

Data Analyst

Manulife
05.2016 - 05.2017

Data Analyst

TELUS Communications Inc
07.2015 - 05.2016

Postdoctoral Fellow

McMaster University
01.2011 - 09.2012

Research Engineer

Apollo Photonics Inc.
05.2005 - 12.2010

Master of Engineering - undefined

Nanjing University of Science and Technology

PhD - Electrical and Computer Engineering

McMaster University
Douglas Zhou