Leo Yan Email & Phone Number

Shanghai, China

Conducted research on the automotive aftermarket, analyzing its various segments in the value chain andcompiling market sizes, employment data, and economic scale for these segments over multiple years

Toronto, Ontario, Canada

• Assisted the wholesaler team to determine the causal relationship between Morning Star downgrades in funds and increased redemption by advisors through a difference-in-differences analysis, utilizing SQL for efficient.
• Developed a Python-based classification model to identify advisors’ risk levels by predicting probabilities of redemptions
• Created comprehensive dashboards with Tableau to present advisor insights and fund recommendations, delivering a compelling presentation to the management team and supporting strategic business decision-making

Toronto, Ontario, Canada

• Tracked and analyzed trends and performance levels to deliver significant business insights on Customer Credit Card using SQL for data extraction and Power BI for building models and creating data visualizations
• Conducted research on company's transformation of GIC rates, analyzing and synthesizing findings using Excel for senior management's reference
• Generated multiple periodic reports on movement of funds, liquidity cashflow and deposit balance to drive strategic discussions amongst relevant personnel

Markham, Ontario, Canada

• Process Optimization: Designed the insurance contract letter generation process by achieving a high level of automation, adopting better tools and methods including VBA and SAS
• Business Analysis: Assisted regional manager in cross-comparative analysis on dealer management using SQL and Excel
• Marketing Strategy: Aggregated contract funding, dealer relationship management data and created dashboard using Salesforce

Waterloo, Ontario, Canada

• Data Aggregation: Refurbished all Sun Life network infrastructure data in North America and Asia by using a SAS-based collaborative tool, Alfabet
• Project Management: Managed projects on Firewall, VPN, and Web Gateway for Network Architecture, Operation, and Engineering teams, applying JIRA for project tracking and SharePoint for file aggregation
• Product Development: Developed a save-to-cloud Governance Questionnaire on technical feedbacks for meetings

Toronto, Canada Area

• System Testing: Implemented file testing in Currency Capacity Refresh Environment by applying SQL in DbVisualizer for data search and using Beyond Compare for comparison
• Data Analysis: Analyzed over million sets of messages with data between FX Online and WallStreet System by writing and executing VBA macros
• Workflow Management: Manipulated Application Lifecycle Management (ALM) and ServiceNow to manage tickets between teams, and created queries of tasks on JIRA and Confluence

Master Of Management Analytics

Mathematics

High School, Graduate