Elizabeth(Ruiyi) Zhang
ON
Summary
Business transformation and reporting professional with 4+ years of experience across financial services, insurance, retail, and enterprise operations. Skilled in stakeholder coordination, reporting automation, dashboard development, business case analysis, process improvement, and cross-functional project delivery. Proven ability to translate business needs into actionable insights and support decision-making through structured analysis and business-facing reporting.
Overview
5
5
years of professional experience
Work History
Senior AI Expert (Business Transformation | Project Delivery)
Lenovo
Beijing, China
06.2025 - 03.2026
- Led cross-functional delivery of the GTN AI Project, a rebate optimization initiative designed to improve BP sales forecasting and support more effective target and incentive program planning for AP Region Sales Operations teams.
- Partnered with Sales Operations stakeholders in ANZ (Australia & New Zealand) and India to analyze market-specific sales models, BP engagement structures, and target-setting workflows, translating business requirements into project scope and model enhancement priorities.
- Led historical data extraction, field standardization, and validation using SQL, Excel, and Power BI, ensuring reliable inputs for model development by reconciling enterprise database outputs with legacy offline planning datasets.
- Established project governance routines covering stakeholder meetings, Agile milestone tracking, issue resolution, and consolidation of man-day, quarterly budget, and CPU/GPU infrastructure requirements to support execution planning and funding requests.
- Developed the project business case and facilitated back-test reviews, validating 15%–35% forecasting accuracy improvement, approximately USD 400K in quarterly rebate savings, and 30%+ manual efficiency gains without negatively affecting BP participation.
Reporting and Analytics Specialist
Canada Life Assurance Company
Toronto, Canada
10.2023 - 08.2024
- Integrated and standardized monthly customer data for Individual Health (IH) and Portable Benefits (PB) from 3–5 sources, including Databricks, Salesforce, internal records, and IT-delivered files, enabling accurate active-customer reconciliation and reliable sales reporting.
- Designed and automated Power BI dashboards for active customer and sales reporting, reducing manual reporting time by 40% and improving stakeholder visibility into portfolio performance.
- Built a customer application dashboard to track submission-to-activation conversion, helping identify drop-off points and analyze reasons applications did not progress to activation.
- Produced weekly and monthly reporting on promotional and marketing performance, supporting evaluation of customer quality, campaign effectiveness, and channel performance.
- Supported business case development and cost-benefit analysis for key FreeX initiatives by providing cross-functional data inputs, performance reporting, and analysis to inform rollout and optimization decisions.
Risk Analyst
President's Choice Financial
Toronto, Canada
09.2022 - 08.2023
- Enhanced the IFRS 9 Expected Credit Loss (ECL) model by supporting variable selection and validation through logistic regression, linear regression, decision trees, correlation/regression testing, and A/B testing in SAS and SQL, reducing variance between predicted and actual credit losses and improving forecasting accuracy by 7%–8%.
- Owned the extraction, validation, and optimization of monthly ECL model outputs using SQL, delivering comprehensive risk reports and Tableau-based visualizations that supported risk committee review, expected loss monitoring, and customer behavior analysis.
- Improved reporting efficiency for credit committee analysis by building advanced Excel-based workflows using VLOOKUP, XLOOKUP, IF formulas, and PivotTables, streamlining data processing and enabling faster analysis of loyalty program customer spending patterns and default risk preferences.
Business Process Analyst
Loblaw Companies Limited
Brampton, Canada
05.2022 - 07.2022
- Mapped key process workflows using Lean Six Sigma and DMAIC principles, leveraging Visio to identify pain points and support process improvement initiatives and solution design discussions.
- Supported the Data, Analytics, and Automation CoE and the Enterprise Business Process Management (EBPM) team in data governance, process automation, and workshop analysis initiatives using SAS and Teradata Studio, and prepared summary reports and presentations to support business process workshops.
- Improved data capture and analysis workflows by building Excel-based templates and conditional analysis tools using VLOOKUP, XLOOKUP, IF formulas, and PivotTables.
Data Research Analyst
Lenovo
Beijing, China
05.2021 - 11.2021
- Performed monthly, quarterly, and semi-annual financial analyses, using variance analysis to identify performance gaps, recommend internal improvements, and support business planning decisions.
- Analyzed industry market trends and competitor performance, applying SWOT analysis to produce concise financial and strategic reports that informed external planning discussions.
- Partnered with business teams and the Operations Department to assess client needs and analyze customer/project data in Excel, helping identify growth opportunities and project execution challenges.
Education
Project Management Emphasis
Northern Arizona University
Remote, USA12-2024
Specialization in Financial Economics
Western University
London, Canada10-2020
Skills
- Tools: SQL, SAS, Excel, Power BI, Tableau, Databricks, Teradata Studio, Visio, Canva
- Analysis: Reporting Automation, Data Validation, Variance Analysis, Predictive Modeling, Business Case Analysis
- Project & Process: Agile, Lean Six Sigma, Process Improvement, Cross-Functional Coordination
- Languages: English, Mandarin
Timeline
Senior AI Expert (Business Transformation | Project Delivery)
Lenovo
06.2025 - 03.2026
Reporting and Analytics Specialist
Canada Life Assurance Company
10.2023 - 08.2024
Risk Analyst
President's Choice Financial
09.2022 - 08.2023
Business Process Analyst
Loblaw Companies Limited
05.2022 - 07.2022
Data Research Analyst
Lenovo
05.2021 - 11.2021
Project Management Emphasis
Northern Arizona University
Specialization in Financial Economics
Western University