Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

LILI ZHANG

Markham,ON

Summary

Dynamic Senior Manager with expertise in BI and data analysis at RBC, adept at delivering actionable insights through advanced Tableau dashboards and robust ETL processes. Proven track record in stakeholder collaboration and problem-solving, driving strategic decisions that enhance client engagement and optimize marketing campaigns.

Overview

11
11
years of professional experience

Work History

Senior Manager, BI & Data Analysis

RBC
Toronto, ON
07.2023 - Current
  • Developed dynamic Tableau dashboards for cards, partnerships, and Enterprise Payments to improve analytics capabilities.
  • Collaborated with Enterprise Payment Strategy team to analyze projects and derive actionable insights.

Project 1) Conducted analysis of digital wallet provisioning, indicating increased client engagement with provisioned cards.

Project 2) Analyzed international money transfers and cross-border transactions for strategy formulation support.

  • Delivered projects promptly post-onboarding, showcasing swift adaptability.
  • Utilized SAS, SQL, Python (with Copilot), DBeaver, Hue to manage large data ETL processes in Teradata, Datalake, Snowflake, and/or UNIX server environments.
  • Advanced in Tableau. Led Tableau initiatives, leading in the team’s Tableau server consolidation and simplification efforts.
  • Competent in Excel (VBA, Power Pivot, etc.).

Business Analyst - CRM Data Enablement

RBC
Toronto, ON
01.2022 - 07.2023
  • Produced insights on client frustration index alongside NBO data modeling team to identify key issues.
  • Designed RBC media spend dashboard for improved strategic decision-making at the senior leadership level.
  • Performed intake-to-delivery analytics of various campaigns for CRM marketing teams within personal banking and BFS sectors.
  • Optimized fund transfers by analyzing inflow and outflow data between RBC and financial partners.
  • Led management of trigger dashboard project, coordinating numerous campaigns during team transition.

Data Analyst - Insurance Focused

RBC
Toronto, ON
10.2017 - 03.2020
  • Conducted data analysis and reporting for RBC insurance marketing campaigns across multiple lines of business.
  • Collaborated with stakeholders to gather data insights, manage ETL processes, and deliver performance insights.
  • Developed Tableau dashboards and reports to facilitate strategic decision-making on a monthly and quarterly basis.
  • Adapt to changes in clients' requirements on short notice.

Business Analyst, Reporting

Medisca Pharmaceutique Inc.
Montreal, Canada
05.2014 - 09.2016
  • Retrieved large datasets from SQL Server, validating, and processing data.
  • Conducted channel analysis to assess client purchase behavior, developing targeted marketing campaigns to boost conversion rates.
  • Generated monthly summarized reports and dynamic visual dashboards using Excel and Tableau.
  • Performed web intelligence analysis on registered clients, designing impactful web campaigns to enhance target client conversion rates.
  • Executed segmentation analysis on return merchandise authorization products based on problem codes, producing monthly reports via Tableau.

Education

Bachelor of Science - Biochemitrys

Concordia University
Montreal, None
06-2014

Bachelor - Business

Zhengzhou University
Zhengzhou, China
01.2008

Skills

  • Data analysis and reporting
  • Project management
  • Stakeholder collaboration
  • ETL processes and data validation
  • Cross-functional teamwork
  • SAS and SQL expertise
  • Python programming
  • Data visualization with Tableau and Excel
  • Documentation skills
  • Effective communication
  • Attention to detail
  • Problem solving

Accomplishments

  • 2023 Year end Review by CRM Enablement and Reporting Team - Exceptional
  • 2024 Q2 Quarterly Nomination of Individuals - dive to impact

Timeline

Senior Manager, BI & Data Analysis

RBC
07.2023 - Current

Business Analyst - CRM Data Enablement

RBC
01.2022 - 07.2023

Data Analyst - Insurance Focused

RBC
10.2017 - 03.2020

Business Analyst, Reporting

Medisca Pharmaceutique Inc.
05.2014 - 09.2016

Bachelor of Science - Biochemitrys

Concordia University

Bachelor - Business

Zhengzhou University
LILI ZHANG