Jiahui Li
Toronto,Canada
Summary
With 6 years of experience working in the financial industry, my ability to perform thorough financial analysis has consistently yielded precise insights, effectively guiding decision-making processes.. Being proficient in tools such as Excel (including pivot tables and complex formulas), SQL, and Python enables me to flexibly utilize various tools to extract and analyze data from datasets with the utmost flexibility.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Project Manager
Tensant Securities Limited
10.2021 - 09.2024
- Led of 12 USD bonds priced and settled in primary market, raising $2.35 billion for clients, demonstrating adept financing skills and strategic acumen
- Conducted comprehensive financial analysis of clients' financial status, including operations, cash flow, debt structure, budgeting and accruals management, and forecasting debt repayment capabilities
- Gathered stakeholders requirements, offering expert financing advice to optimize financial strategies
- Prepared reports and delivered PowerPoint presentations to stakeholders, facilitating transparent communication of financial insights and project timelines
- Coordinated internal and external teams, collaborated extensively with vendors to ensure successful preparation and delivery of AML/KYC and legal/transaction documents
Business Analyst
CIBC
11.2018 - 09.2021
- Utilized Power BI for data visualization and customized data models, elevating reporting efficiencies
- Employed SQL, Excel, Pivot Tables to query data from banking sector databases, and conducting detailed data and business analyses, including risk assessment, modeling, and forecasting, to drive strategic decision-making and risk management
- Enhanced operational efficiencies by implementing Macros, resulting in an 80% reduction in original working time
Underwriting assistant
AZ Mortgage Solution Inc.
04.2018 - 11.2018
- Collaborated with stakeholders to gather and document business requirements, create functional specifications, and facilitate suitable financial and implementation
- Communicate promptly with clients and provide timely project updates
- Managed and optimized company's CRM system to ensure accurate data management and customer segmentation
Education
Bachelor of Mathematics - Statistics
The University of Waterloo
Waterloo, Ontario09-2017
Skills
SQL
- Python
- SAS
- Power BI
- Tableau
- Excel（Pivot Table)
- VBA
- Word
- PowerPoint
- Outlook
- Problem Solving
- Communication
- Presentation Skills
- Teamwork
- Time Management
- Attention to Detail
- Project Management
- Project planning and development
- Project Scheduling
Certification
- SAS Advanced Programmer Professional Certificate
- CFA Level I
- CFA Level II
- CFA Level III Candidate
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Project Manager
Tensant Securities Limited
10.2021 - 09.2024
Business Analyst
CIBC
11.2018 - 09.2021
Underwriting assistant
AZ Mortgage Solution Inc.
04.2018 - 11.2018
Bachelor of Mathematics - Statistics
The University of Waterloo
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