
Timeline
About me
Financial Educator | Entrepreneur | Empowering individuals and businesses with financial literacy
Education

University of auckland
2010 - 2013Bachelor of engineering (hons) electrical and electronic engineering first class honoursMathematical Modelling, R, Wholesale electricity planning and pricing optimisation

Westlake girls high school
2007 - 2009Ncea ncea level 1,2,3 excellence endorsementInformation Technology, Calculus, Statistics, Physics, Chemistry, English

University of victoria
2019 - 2020Master of engineering - meng applied data science 8.7/9.0Python, MATLAB, Data Modelling, Data Science Projects
Experience

Mercury nz
Nov 2013 - Aug 2019• Set up retail energy prices and prepare pricing recommendations for regular pricing reviews, new marketing campaigns as well as new products and services• Maintain nationwide residential and commercial energy pricing in complex Excel database and monitor yields to ensure expected outcomes are delivered• Continuously develop and automate Excel VBA based pricing database architecture, tools and systems • Evaluate new pricing products and provided the management team with analytical support to make informed decisions • Monitor and analyse competitors’ pricing movement and quantify such insights into the pricing model• FBT analysis, EBIT analysis• Energy margin, energy change and competitor position reporting Show less
Customer & Marketing Analyst
Sept 2017 - Aug 2019Pricing Analyst
Nov 2013 - Sept 2017

Vodafone
Nov 2020 - Feb 2023Data & insights analyst• Self-service reporting – data requirement translation, modelling, transformation and dashboarding• Digital transformation (local to cloud data platform and systems integration)• UAT testing of cloud data warehouse in Snowflake• Digital wallet (customer rewarding programme)• Customer experience and satisfaction enhancement• All sorts of data analytics queries and provide actionable insights

Edward jones
Mar 2023 - Jan 2024Data & bi analyst• Full-stack data analyst doing data transformation, analytics, visualization, insights and automation• Project-based role interacting with all business units requiring data support

Qm financials inc.
Feb 2024 - nowInsurance and securities advisorOur team of professionals provide financial literacy classes (in-person and online) surrounding key areas of personal and corporate finances.With access to 40+ financial institutions across Canada, as independent advisors, we not only provide education, but also the power of choice.Education Topics Include: Investing (Stocks, Bonds, Funds, Real Estate), Accounts (TFSA, RRSP, FHSA, RESP, RDSP etc.), Insurances (Life, Critical Illness, Accident, Disability, Travel etc.), Estate Planning, and more! Show less
Licenses & Certifications

Life licence qualification program (llqp)
Insurance council of bc
Canadian investment funds course (cifc)
Ifse institute
Natti ccl english-chinese interpretation
Naati
Honors & Awards
- Awarded to Mary ZhangCIGRE NZ National Committee Prize 2013 CIGRE NZ National Committe Apr 2014 This prize is awarded annually to fourth year students who are specialising in Electrical and Electronic Engineering, Computer Systems Engineering or Software Engineering and who obtain the highest grade in the power systems team project report in ELECTENG 700B on a topic of particular relevance to the New Zealand electricity supply industry.
- Awarded to Mary ZhangDean's Honours List 2013 University of Auckland Dec 2013 Awarded to excellent academic achievers.
- Awarded to Mary ZhangFirst in Course Award University of Auckland Dec 2013 Awarded the top student in the course ELECTENG 731 Advanced Power Systems.
- Awarded to Mary ZhangBest Final Year Research Project (Power Systems Engineering) University of Auckland Sep 2013 This project is to comprehensively investigate the appropriate maximum allowable fault clearance times for different distribution bus voltages based on local and international standards, latest development in protection technology and good industrial practices. The project will also look into the corresponding minimum acceptable grading margins between different devices in typical Powerco’s 66/33/11 kV network configurations. It is expected the project will deliver a report detailing all the… Show more This project is to comprehensively investigate the appropriate maximum allowable fault clearance times for different distribution bus voltages based on local and international standards, latest development in protection technology and good industrial practices. The project will also look into the corresponding minimum acceptable grading margins between different devices in typical Powerco’s 66/33/11 kV network configurations. It is expected the project will deliver a report detailing all the analysis and findings with conclusions and recommendations for appropriate minimum grading margins between various protection devices for different Powerco’s network configurations. Show less
- Awarded to Mary ZhangBest Lighting Design Project University of Auckland Apr 2012 The design of a lighting system for the new premises of Computer Forensics NZ Ltd. CAD design was established in DIALux.
Languages
- enEnglish
- chChinese (mandarin)
- chChinese (cantonese)
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