David Ta Email & Phone Number

Seattle, Washington, United States

Toronto, Canada Area

• Championing the development a wide range of reporting initiatives for corporate executives and managers, in providing line of sight on all of TD's lines of product businesses, Retail Workforce Management and Analytic teams • Integrating data management and data processing methodologies in SSIS and SQL Server to ensure proper data governance standards are met through validation • Collaborate with various project teams, key business partners & analytic teams to develop a data- driven business intelligence solutions• Managing project delivery expectations through work back schedules, development road maps, Quality Assurance sessions and working with partners to collaborate on development • Developed various automation solutions for non-data savvy teams with the intention to relieve capacity and manual work efforts, through programming solutions in SQL, Python, R and VBA • Hosted Tableau Learning Sessions to Finance and Data Governance, to enhance the reporting capabilities within the two departments with over 50+ employees • Developed internal executive Customer Relationship Management (CRM) reporting/database of Mutual Fund and RESL leads and opportunities of Canadian Personal Banking, through SalesForce, SQL, R and Tableau.• Developed and launched an executive-level Key Performance Indicator Dashboard of Canadian Personal Banking products (Credit Card, RESL, Personal Savings & Investing, Credit Protection, Everyday Banking) to analyze the performance and momentum of key product level metrics over the course of 5 years.• Developed and launched an executive-level Key Performance Indicator Tableau Dashboard that consolidates and aggregates retail banking performance on 52 metrics in an agile MVP methodology, in providing and highlighting business insights of historical and current retail banking trends.• Supporting as a technical data/automation lead of the automated Colleague Licenses Withdrawal Program under regulatory requirements

Toronto, Ontario, Canada

• Championed a wide range of data and reporting solutions with keen understanding in transaction sales information, Learning & Development training data, operational call information to managing campaign-based reporting.• Developed a Retail Target Setting model to simulate customer experience targets for Retail Canadian Personal Banking Employees.• Wrote, modified and debugged data pipelines for reporting/data needs of business• Developed a Sales Revenue Calculator Tool for Retail Canadian Personal Banking Employees to performance outcomes against their goal and compensation, attracting over 500,000 views internally and assisted in decommissioning a technology solution.• Developed and launched business insights reporting to assist the roles of Change Support Managers in providing provisioning the data and analytical supports/highlights/insights of retail performance on campaign, adoption, behavioral trends in Retail Branch Banking.

Toronto, Ontario, Canada

• Integrated Tableau as a reporting tool to improve/automate historical reports to provide visuals and insights for evaluating the bank's application portfolio• Built a calculator tool to predict start/end dates of an application's life-cycle based on their project

Toronto, Ontario, Canada

• Constructed a network tree to visually model the relationship between technology issues and remedy tickets to analyze problematic issues using natural language processing• Developed a framework for analyzing the relationship between hardware delay/failures and the bank's service level agreements with vendors

Master’S Degree, Economics

Certificate, Web Development

Certificate, Machine Learning

Bachelor’S Degree, Business/Managerial Economics

Activities and Societies: Tri Mentoring Mentee Minor: Mathematics