Canny W.

Experience

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  Sealand Securities Co., Ltd.

  Jun 2019 - Aug 2019

  Financial Data Analyst

  • Utilized Excel to collect, analyzed and visualized operation data for over 400 stock accounts, support increase revenue in commissions.• Evaluated and built risk models, recommended investment plan according to risk assessment and communication result for more than 600 clients.

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  Industrial and Commercial Bank of China

  Jun 2021 - Jul 2021

  Data Analyst

  • Analyzed financial assets data by SQL and Excel, assisted with the development of KPIs, processing dataset over 100,000 rows, helped manager achieve quarterly goals of deposit growth and product sales.• Create interactive business intelligence dashboard by Power BI to visualize business data, delivered weekly report to help stakeholders monitoring performance of branches, speed up decision making.

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  JM Family Enterprises, Inc.

  Jun 2023 - Aug 2023

  Data Analyst

  • Designed data models/flows/ETL pipelines, modified complex SQL queries and DAX functions, developed automated Power BI dashboards from IBM Db2/Mainframe/Oracle/NetSuite databases, processed large datasets of 10 million claims worth 80 million dollars, replaced manual Excel processes with business intelligence tools.• Analyzed and visualized dynamic claim rates of insurance product to provide operation strategies for stakeholders from financial accounting department. Cross-functionally assisted warranty department with monitoring vendor quality by calculation and visualizing in products failure rate.• Inspected and tracked down the detail of data defects in databases by data transformation/normalization using SQL and Power Query, worked with IT/data engineer to clean data and optimize queries performance, saved thousands of dollar losses caused by data corruption, ensure accuracy and reliability. Show less

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  State Street Global Advisors

  Aug 2023 - Dec 2023

  Data Analysis Capstone

  • Quantitative data research project with State Street Global Advisors, constructed a Python-based frame for portfolio testing and visualization, analyzed dataset over 8 million rows, performed in-depth EDA and comprehensive overview of trends.• Using K means and random forest method to classify and predict the market regime through time series of 20+ macro indexes, building robust strategies using machine learning approach.

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  Bank OZK

  Feb 2024 - now

  Jr Business Analyst

  • Designed and implemented data dashboards using SQL, Power BI, Excel, and Power Query, ensuring accuracy across millions of rows. Led the automation of BI processes, replacing outdated Excel workflows and improving report update efficiency by 95%. Regularly optimized reports and dashboards based on evolving business requirements from stakeholders.• Collaborated with external data provider Curinos to develop dynamic BI reports, integrating live market data with internal datasets. Enabled stakeholders to track key banking KPIs, including rates and applications, providing peer benchmarks and insights to refine strategies and drive profitable business growth.• Optimized system performance by partnering with data engineers to accelerate query execution and resolve issues. Collaborated with the risk modelling team to develop new credit scorecard models, enhancing loan approval accuracy and reducing charge-offs. Show less