Leo Lam Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Led the deployment of Power BI solutions for the Professional Services team, offering hands-on coaching, facilitating enablement sessions, and conducting office hours to enhance team proficiency
• Designed and implemented more than 10 customized Power BI reports tailored for financial reporting, workforce planning, and sales data analysis
• Crafted complex DAX expressions to extract meaningful insights, including time intelligence, scenario analysis, and hierarchical data representations
• Developed comprehensive Standard Operating Procedure (SOP) documentation to streamline Power BI deployment processes

Toronto, Ontario, Canada

• Led/supported over 30 end-to-end CPM software implementation projects in tech, banking, professional sports, retail, and other industries
• Defined and managed project scope, budget, and timeline by conducting requirements gathering workshops, facilitating key stakeholders meetings, and efficiently completing deliverables
• Integrated various ERP source systems (ADP, Oracle, Netsuite, SAP, etc.) with OLAP databases using SQL stored procedures, ETL tools, and automated data imports
• Designed complex data models, Excel-based templates, and workflows for Financial Budgeting and Reporting, Workforce, CAPEX, and Revenue planning solutions
• Enabled customer proficiency by leading coaching sessions, providing training exercises, and creating SOP documentation

Toronto, Ontario, Canada

• Spearheaded BI transformation by creating over 15 Power BI dashboards, supporting data engineering and database testing on Azure SQL Database, and enforcing best practices to promote a data-driven culture
• Managed and transformed performance analysis and KPI reporting by defining business objectives, engaging key stakeholders, structuring, and automating data workflows
• Managed a national market research program with 16 operating regions by managing project timelines, leading knowledge transfer workshops, and developing standard operating procedures
• Automated reporting process of 14 weekly reports to reduced manual work time by 90% through the creation and implementation of VBA macros and Power BI

Toronto, Ontario, Canada

• Conducted company, market, and investment landscape research for a major accelerator in the Canadian synthetic biology industry
• Evaluated and visualized company and industry data using Excel and Tableau to analyze key market insights
• Collaborated with a team to write, edit, and solve issues in an 85-page comprehensive report

Toronto, Ontario, Canada

• Built and enhanced financial models including discounted cash flow models, LBO, and scenario analysis in Excel to forecast investment returns
• Conducted in-depth market research and gathered market data to analyze potential investment opportunities
• Assisted in the preparation of fund memorandums and investment presentations in PowerPoint to pitch to individual and institutional investors
• Assisted in research and due diligence of a portfolio company valued at $10M

• Developed a relational database in Microsoft Access with queries, forms, and reports using SQL
• Supported database transition by educating senior management, resolving technical issues, and maintaining data integrity

Toronto, Canada Area

• Addressed customer inquiries and assisted references to deliver excellent customer services
• Supported 5 major library events with venue setup and guest services to uphold customer satisfaction
• Managed over 3000 inventories with VBA macros to improve library database accuracy

• Performed monthly bank reconciliation and bookkeeping activities to maintain financial record accuracy
• Formulated, prepared, and issued bills, invoices, and financial summaries for external clients
• Coordinated with Accounting Team in compiling quarterly financial reports to fulfill reporting requirements

• Utilized Google Analytics and customized over 1000 products on the company website to improve Google Advertising results
• Suggested and implemented changes on the company’s website layout and categorization to improve user experience
• Created video marketing contents to raise product awareness through social media