Summary
Overview
Work History
Education
Skills
Timeline
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Shenmin Hu

Toronto,Canada

Summary

Results-driven Financial and Data Analyst with over two years of experience in statistical analysis, financial planning, and managing large datasets. Proficient in MS Excel/VBA, SQL, Python, Power BI and Tableau. Proven track record of optimizing financial processes, generating insightful reports, and improving decision-making and operational efficiency. Strong communicator and team player, adept at managing client relationships and leading cross-functional projects.

Overview

6
6
years of professional experience

Work History

Business Analyst

Monest Financial Inc.
Toronto, ON
05.2023 - 05.2024
  • Prepared monthly and quarterly management reporting packages including detailed financial reports, performance dashboards and variance analysis to compare actual results against budgeted and forecasted figures, providing insights and facilitating executive decision-making.
  • Delivered comprehensive presentations to external stakeholders (investors and banks) to explain the project’s P&L, cash flow, and risk analysis. Provided in-depth reports and interactive dashboards using Excel and Power BI to support and enhance these explanations.
  • Assessed 5 commercial real estate projects, researching demographic and local economic factors and evaluating the value of the projects using direct comparison, income, and cost approaches, contributing to a 10% increase in project valuation accuracy.
  • Improved and implemented process diagrams for the company's private loan business using Excel, clarifying project progress and stakeholder accountability, which strengthened control over existing projects and reduced project delays by 20%.
  • Conducted risk assessments independently for 30+ private residential mortgage projects, evaluating key project metrics and funding over $20 million. Documented key risk factors and loaded the data into the internal database using Python, reducing risk assessment time by 30%.
  • Cleaned and analyzed the database using SQL, assessing customers’ data, historical orders, and profitability. Maintained the company’s risk profile based on the asset portfolio, leading to a 25% improvement in data accuracy and decision-making.
  • Maintained the ERP system by communicating with IT to add new functionalities, ensuring the system met business requirements and improved operational efficiency, resulting in a 15% increase in system usability and performance.

Senior Data Analyst

SOJO Canada
Toronto, ON
10.2023 - Current
  • Providing continuous support for budget and forecast queries, performing margin and financial analysis of product lines, initiating process improvements, and supporting business process implementations or upgrades.
  • Communicating effectively with clients to understand the business meaning of data, process flow, and pain points of the process; analyzing and documenting detailed business and system solution requirements using Agile methodology. Collaborate with the accounting department to automate processes and shorten reconciliation time through Excel VBA.
  • Optimizing data retrieval processes by developing and executing complex SQL queries using PostgreSQL. Utilizing advanced SQL functions such as JOIN, UNION, subqueries, window functions, and CTEs to streamline data extraction, reducing query runtime by 40% and enhancing data accessibility for 10+ business reports weekly.
  • Developing comprehensive data reports and interactive dashboards using Power BI, improving data visualization and decision-making for stakeholders. This led to a 20% increase in data-driven decisions and reduced report generation time by 35%.
  • Facilitating clear and effective communication with clients to understand their data needs and provide tailored analytics solutions, resulting in a 30% increase in client satisfaction and the successful completion of 15+ client-specific projects.
  • Managing multiple projects simultaneously, collaborating with cross-functional teams including IT, marketing, and finance, to deliver high-quality analytics solutions on time. This multitasking ability improved project delivery timelines by 20% and enhanced team productivity.

Financial Service Analyst Intern

Bank of China
Wuhan, China
05.2018 - 08.2018
  • Explored and cleaned 100K+ transactional data records for retail banking transaction trend analysis through data quality assessment and data imputation using SQL.
  • Conducted in-depth customer profiling analysis by manipulating the large volume of customer and transaction data from various data sources in Python and SQL. Built weekly customer engagement reports to analyze customer behavior and lifecycle segmentation on target product lines for the end-to-end customer journey.
  • Developed key metrics in Business Performance Report using SQL and Tableau to create comprehensive and interactive dashboards, providing deep analytical insights for monthly customer acquisition & churn trends, and transaction preferences.
  • Provided data insights for the branch’s annual report, receiving a national 5-star rating (top 2%).

Education

Master of Financial Accountability -

York University
Toronto, Canada
12.2023

Bachelor of Commerce(Honor, Major in Finance) -

York University
Toronto, Canada
04.2022

Skills

  • Business Acumen:

    • Financial analysis (budgeting, forecasting, margin analysis, cash flow, P&L, financial reporting), risk management, project management, real estate valuation, mortgage expertise

  • Data Analytics Tools:

    • Excel (PivotTables, LOOKUPS, advanced filtering, linear regression, VBA macros), SQL (data query, manipulation, cleaning, modelling, aggregation, window function), Python (pandas, NumPy, SciPy, matplotlib, seaborn), Tableau, Power BI, SSIS

  • Systems/ Tools:

    • Microsoft Dynamics AX/NAV, SAP, Salesforce, Oracle, Informatica PowerCenter

  • Data Management:

    • Data governance, data migration, ETL, data cleaning, data quality validation, data centralization

  • Soft Skills:

    • Problem-solving, communication and storytelling, client relationship management, team collaboration, well-organized, quick learner, leadership, prioritization, attention to detail, meeting tight deadlines

  • Certifications:

    • Advanced SQL Certificate, Tableau Certified Desktop Specialist, Canadian Securities Course (CSC)

Timeline

Senior Data Analyst

SOJO Canada
10.2023 - Current

Business Analyst

Monest Financial Inc.
05.2023 - 05.2024

Financial Service Analyst Intern

Bank of China
05.2018 - 08.2018

Master of Financial Accountability -

York University

Bachelor of Commerce(Honor, Major in Finance) -

York University
Shenmin Hu