
Zeen Lu
Retail Banking Manager Intern

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About me
Senior Consultant at EY
Education

York Mills Collegiate Institute
-OSSD Average 96Activities and Societies: Graduated with Ontario Scholars Certificate Volunteered as co-organizer of YMCI Kindness Week 2016 and designed several ideas.

University of Waterloo
2016 - 2021Bachelor of Mathematics Mathematics/Financial Analysis and Risk Management and Statistics Double Major Average 86.73 (Distinction)
Experience

Bank of Hebei
Aug 2017 - Aug 2017Retail Banking Manager Intern• Promptly assisted retail clients with a variety of inquires in a precise and professional manner• Maintained updated knowledge on banking, credit, wealth management products to answer product related questions• Assisted client advisers in documenting objectives and constraints of clients to make product/service recommendations• Cultivated effective communication and interpersonal skills by addressing client inquiries in a demanding environment

BBM
Jan 2018 - Apr 2018Associate Product Manager- Owned the "Feature Improvement" feature under 'Report a Problem' function in BBM beta version; delivered this end-to-end project to more than 100,000 users in BBM- Co-owned various CMC Broadcast features including Preview feature, Targeted Audience feature, etc- Co-owned 'pinned service' in Discover Screen ;created a better user experience- Completed multiple competitor analysis for Partner and Voice&Video pillars on other messaging apps- Wrote and managed stories on Pivotal Tracker to track features and bugs for different pillars- Tracked and managed metrics on Google Analytics, Plenty, Fabrics and Mixpenel to analyze the metrics needed and user experience in BBM Show less

Roche
Sept 2018 - Dec 2018Business System Analyst• Led team of developers in Basel and Poland to develop a Tableau-based global dashboard to help measure the number of end users influenced by the software change• Self-taught Tableau desktop using company provided learning material• Implemented Roche Canada’s first Innovation Room to foster collaboration and innovation for product strategy & IY departments; technologies such as Jamboard, Epson Brightlink Projector and Flic are available in the room• Created promotional and instructional communication campaigns for the regional agile implementation of an IT Service Management Platform (ServiceNow); the system went live on Dec 3rd for 60,000+ users across America• Conducted UAT on a regional Tableau dashboard for IT service ticket management on Jira using HPSM data and served as prototype for ServiceNow dashboard• Worked with Sharpoint 2010 to create an internal page focused on providing learning opportunities for classroom and eLearning• Promoted and coordinated the annual IT Fair which was themed to provide awareness on emerging technology trends (e.g. chatbots, blockchain, artificial intelligence), 500+ Roche Canada employees attended, making this fair the most successful to date Show less

RBC
May 2019 - Aug 2019Business Operations Analyst• Coordinated with stakeholders across different technical domains to improve the data quality of technology governance Framework - Efficient in using IIPM (Integrated IT Portfolio Management) platform - Used multiple Excel formulas to improve data accuracy• Coordinated the Architecture Review Board and Architecture Leadership Council; learned new technologies and future strategies and recorded minutes along with action items for each meeting• Redesigned the EA Connect Site by designing the new banner and contents; delivered to 70+ users across Enterprise Architecture Team• Used Tableau to create a dashboard for the team to show the status of EA Roster and viewed by hundreds of users Show less

Capco
Jan 2020 - Apr 2020Business Analysis Consulting• Improved the current data model by creating related interface agreements, sequence diagrams, and swaggers for REST API• Implemented the data dictionary regarding the current data model to normalize and categorize attributes using Excel• Collaborated, created, and documented future state business and technical stories and workflows on JIRA- Contributed to Change Management process improvement initiatives• Worked with scrum masters, established, and managed the software development lifecycle (SDLC) for IT Show less

Capco
Jun 2021 - Jul 2022Associate Consultant• Develop Program Financial Baseline and Tracking in adherence with Product Leadership requirements and Global Finance guidelines and requirements• Develop the overall Product Financial workbook providing overall Forecast (By resource by month)• Update consolidated Product Forecast, complete analysis of month to month and full year forecast changes and evaluate reasonability; revise as necessary and document variance explanations as required• Create release notes, gathering any instructions or information that needs to be shared with the receiving project/client team• Create or coordinate all component builds and track all tags internally and note in appropriate release notes Show less

EY
Jul 2022 - nowSenior Consultant
Licenses & Certifications

Google Analytics for Beginners
Google analyticsApr 2022- View certificate

Certified SAFe® 5 Product Owner/Product Manager
Scaled Agile, Inc.Jul 2022 - View certificate

Certified SAFe® 5 Lean Portfolio Manager
Scaled Agile, Inc.Jul 2022 
Chartered Financial Analyst (CFA) Level 2 Candidate
CFA InstituteJan 2021
Volunteer Experience
Co Organizer
Issued by Univeristy of Waterloo, UWWE on Apr 2017
Associated with Zeen LuCo Organizer
Issued by Global AIYA on Feb 2015
Associated with Zeen LuFounder and President
Issued by York Mills Collegiate Institute on Feb 2016
Associated with Zeen Lu
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