Yujun Chen
Waterloo,Canada
Summary
- Experienced in various software platforms , including Python, R, Webflow, Google Analytics, SAP, Oracle, SQL, and Tableau.
- Proficient computer skills in Microsoft Office programs including advanced knowledge in Microsoft Office and Excel gained through various coop experiences.
- Effective communication, presentation, and collaboration skills developed through practical experience in cross-functional teams and stakeholders.
- Excellent time management skills demonstrated by continuously meeting tight and revolving deadlines for projects, reports, and meetings through differing roles.
Overview
2
2
years of professional experience
Work History
Data Analyst, Co-op
Pine Financial
09.2023 - 12.2023
- Thrived in fast-paced startup setting, leveraged SQL for advanced data management, significantly contributing to the development and optimization of tech-driven mortgage processes.
- Led SEO and content strategies to synergize the digital footprints of both companies, resulting in a 200% increase from 10k to 30k in web traffic within four months.
- Created compelling data visualizations and reports using Power BI , and Tableau , enhancing stakeholder understanding of mortgage trends and business metrics.
- Applied statistical skills using Python and R to analyze complex datasets, contributing to Pine's AI-driven initiatives in the mortgage sector.
North America Financial Analyst, Co-op
GE Renewable Energy
06.2022 - 01.2023
- Partnered with the North America Regional General Manager to scope, budget, and analyze over $30M of annual costing Tableau and Microsoft Excel within the North America region.
- Restructured various financial report templates using Microsoft Excel , includes SG&A ,M&D, headcount walks,which resulted in the simplification of several monthly duties; without sacrificing quality or detail.
- Analyzed significant cost pools such as freight and scrap in Essbase to identify waste, redundancy through root cause analysis of the spend in these pools, which resulted in clear cost walks from the initial 2022 budget to the revised 2023.
- Prepared parallel data in SQL Server for calculating monthly KPI measures. Used VBA in Excel to improve algorithm efficiency with automated process and increased data processing and downloading speed by 65%.
Investment Banking Analyst, Co-op
Minsheng Securities Co.,Ltd.
09.2021 - 12.2021
- Enhanced a technology company's Initial Public Offering by uncovering a $10M deal, and engineered a Python and R-based valuation model to evaluate enterprise value.
- Streamlined compliance processes by working with accountants and lawyers, using Excel for transaction analysis, resulting in a 30% increase in discrepancy resolution efficiency.
- Developed Tableau dashboards for strategic asset allocation and culminating in successful asset listing
Education
Honors of Bachelor of Mathematics - Math/Financial Analysis & Risk Management
University of Waterloo
03.2025
Timeline
Data Analyst, Co-op
Pine Financial
09.2023 - 12.2023
North America Financial Analyst, Co-op
GE Renewable Energy
06.2022 - 01.2023
Investment Banking Analyst, Co-op
Minsheng Securities Co.,Ltd.
09.2021 - 12.2021
Honors of Bachelor of Mathematics - Math/Financial Analysis & Risk Management
University of Waterloo
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