Ryan Cheng Email & Phone Number

Toronto, Ontario, Canada

Finance Master Data Management

Toronto, Ontario, Canada

Liability Driven Investments• Led a team of four analysts to manage the investment data used by portfolio managers at the fixed income trading desk• Advised on the data pipelines of existing financial systems infrastructure during the migration to a new platform• Proposed cost-saving strategies for market data vendors by limiting redundant and excessive API calls• Developed VBA and PL/SQL scripts with business logic to transform datasets used for security selection within… Show more Liability Driven Investments• Led a team of four analysts to manage the investment data used by portfolio managers at the fixed income trading desk• Advised on the data pipelines of existing financial systems infrastructure during the migration to a new platform• Proposed cost-saving strategies for market data vendors by limiting redundant and excessive API calls• Developed VBA and PL/SQL scripts with business logic to transform datasets used for security selection within portfolios• Collaborated with developers and analysts across Bloomberg, FTSE, and internal teams to resolve data quality and pipeline issues Show less

Toronto, Canada Area

Liquidity & Derivatives Reporting• Built an Excel VBA automation tool for financial analysis and controls capable of decreasing a month’s workload into a day• Developed the infrastructure and stored procedures on a SQL Server used for automating financial reporting and ETL processes• Constructed an Excel front-end VBA application for end users to store and retrieve financial information from a SQL Server• Designed a statistical Power BI model with a SQL Server back-end to… Show more Liquidity & Derivatives Reporting• Built an Excel VBA automation tool for financial analysis and controls capable of decreasing a month’s workload into a day• Developed the infrastructure and stored procedures on a SQL Server used for automating financial reporting and ETL processes• Constructed an Excel front-end VBA application for end users to store and retrieve financial information from a SQL Server• Designed a statistical Power BI model with a SQL Server back-end to identify report value anomalies and the underlying drivers• Analyzed trends and provided commentary on the bank’s outstanding positions on repos, secured lending, and swaps Show less

Toronto, Canada Area

Financial Advisory• Worked on an anti-money laundering engagement for a major Canadian bank across corporate and retail client segments• Designed a one-click Excel dashboard for senior managers to visualize insights on live project productivity metrics and trends• Developed web scraping tools to automatically assemble risk reports based on existing financial system infrastructure• Built a toolkit using VBA to improve the efficiency of an essential data remediation workflow by… Show more Financial Advisory• Worked on an anti-money laundering engagement for a major Canadian bank across corporate and retail client segments• Designed a one-click Excel dashboard for senior managers to visualize insights on live project productivity metrics and trends• Developed web scraping tools to automatically assemble risk reports based on existing financial system infrastructure• Built a toolkit using VBA to improve the efficiency of an essential data remediation workflow by 74% across 86 analysts• Presented tools and dashboards to the client’s senior leaders to showcase project insights, efficiency gains, and best practices Show less

Toronto, Canada Area

Governance & Oversight• Built dynamic Excel dashboards for business leaders to drive quantitative insights on corporate and retail banking risk trends• Created an automatic risk-categorized scorecard for the head of capital markets operations to monitor outstanding critical issues• Developed in-house automated report building and analysis tools through Excel VBA to free up 304 annual labour hours• Automated data consolidating and cleaning processes using Access VBA and SQL to… Show more Governance & Oversight• Built dynamic Excel dashboards for business leaders to drive quantitative insights on corporate and retail banking risk trends• Created an automatic risk-categorized scorecard for the head of capital markets operations to monitor outstanding critical issues• Developed in-house automated report building and analysis tools through Excel VBA to free up 304 annual labour hours• Automated data consolidating and cleaning processes using Access VBA and SQL to improve reporting efficiency by 89%• Collaborated with software developers to resolve overlooked system bugs during a risk program rollout across 48 departments Show less

Toronto, Canada Area

Personal Banking Finance• Modelled product line profitability implications based on key expense driver scenarios for a transfer pricing due diligence• Constructed an automatic spreadsheet to compute product line budget variances based on a $252 million CAD financial data store• Automated monthly reporting using Excel VBA, nested logic formulas, tables, and index/match to reduce 86 annual labour hours• Analyzed private banking profit and loss trends worth $11 billion CAD to… Show more Personal Banking Finance• Modelled product line profitability implications based on key expense driver scenarios for a transfer pricing due diligence• Constructed an automatic spreadsheet to compute product line budget variances based on a $252 million CAD financial data store• Automated monthly reporting using Excel VBA, nested logic formulas, tables, and index/match to reduce 86 annual labour hours• Analyzed private banking profit and loss trends worth $11 billion CAD to support managerial discussion on profit segmentation• Established a consolidated reporting framework using Excel VBA and dynamic tables to report departmental productivity gains Show less

Toronto, Canada Area

Ontario Internal Audit Division• Performed statistical analysis to assess compliance risks amongst 37,818 expense reports totalling $1.7 million CAD• Audited expense reports and procurement cards of government employees for adherence to ministry directives• Utilized regression, vertical, and horizontal analysis on a 16,351 entry database to identify insights on post-secondary education• Extracted and cleaned raw data from 19,311 financial statements to assemble flat file… Show more Ontario Internal Audit Division• Performed statistical analysis to assess compliance risks amongst 37,818 expense reports totalling $1.7 million CAD• Audited expense reports and procurement cards of government employees for adherence to ministry directives• Utilized regression, vertical, and horizontal analysis on a 16,351 entry database to identify insights on post-secondary education• Extracted and cleaned raw data from 19,311 financial statements to assemble flat file databases for audit sampling• Drafted a management report identifying 14 audit issues and recommended controls to mitigate business process risks Show less

Toronto, Canada Area

Global Accounts• Conducted a comprehensive audit on the DCF model for a $31 million CAD acquisition of a digital insurance aggregator• Enhanced the accuracy of an acquisition target’s NPV by 34% through re-aligning revenue growth forecasts from a material error• Researched quantitative insurance market trends for the modelling assumptions in the due diligence of an acquisition• Produced research reports about high net worth individuals within the private health insurance… Show more Global Accounts• Conducted a comprehensive audit on the DCF model for a $31 million CAD acquisition of a digital insurance aggregator• Enhanced the accuracy of an acquisition target’s NPV by 34% through re-aligning revenue growth forecasts from a material error• Researched quantitative insurance market trends for the modelling assumptions in the due diligence of an acquisition• Produced research reports about high net worth individuals within the private health insurance industry to be used as white papers• Conducted a preliminary cost-benefit analysis amongst services for 12 global accounts by quantifying key performance indicators Show less