JiaYu Chen,FRM

Senior Financial Analyst | UW Financial Analysis and Risk Management |Financial Risk Manager - Certified by the Global Association of Risk Professionals

Toronto, Ontario, Canada

About

A business information management analyst at TD Legal department. Monitoring and working on monthly reports and attestation. Managing the monthly data for internal operational loss and analyzing data by using data analysis tools and skills. Simplify the data capture process and save half of the time by creating a template for automatic calculation.

Experience

  • TD (Permanent Full-time · 2 yrs 6 mos)
    • Senior Financial Analyst
      Aug 2024 - May 2025 · 10 mos

    • Business Management Analyst
      Dec 2022 - Aug 2024 · 1 yr 9 mos

      Monitoring and working on monthly reports and attestation. Managing the monthly data for internal operational loss and analyzing data by using data analysis tools and skills. Simplify the data capture process and save half of the time by creating a template for automatic calculation. Support the implementation of end-to-end capital projects, tracked business strategy execution process, and provided updates to project clients on time Lead business requirements (BR) gathering with key stakeholders and translated business objectives into detailed business plans for data analytics solutions

  • Investment Analyst Intern at invespettro wealth management
    Aug 2022 - Oct 2022 · 3 mos

    • Managed relationship between Business/Technical teams and responded to various requests/inquiries, provided recommendations to improve business processes • Conducted market research, and summarized business insights based on scorecards and proposed new solutions for the customers • Developed 3+ automated self-serve dashboards using Tableau, provided highlighted Key Performance Indicators (KPI) such as depreciation and amortization table, precision testing and development service revenue, quarterly income statement table). • Maintained weekly/monthly/quarterly financial reports (yearly revenue forecast, yearly net income statement etc.) • Conducted 5+ ad-hoc requests (Biotech marketing research, WACC calculation, Intrinsic valuation, risk analysis, competitor analysis etc.) in MySQL to support marketing strategies • Worked cross functionally with different teams including IT, Data Science, Marketing, Finance and collaborated on enterprise projects on potential business opportunities • Presented results to upper level and helped to make business decisions