Professional Summary

A data analyst and automation expert with over 8 years of combined experience in private banking operations and assurance services. I specialize in transforming raw data into actionable insights, streamlining complex operations, and building scalable automation solutions. My expertise lies in leveraging technologies like Python, SQL, Alteryx, and Tableau to drive efficiency, enhance decision-making, and deliver measurable business impact.

Impact Dashboard

2+

Full-Time Headcounts Saved via Automation

>1000

At-Risk Clients Offboarded via Process Mining

$200B+

Client AUM Analyzed for Management Insights

Core Competencies

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Python SQL Tableau Automation Alteryx Unqork Stakeholder Engagement Process Improvement

Career Journey

2023 - Present

Operations Automation Sr. Associate

J.P. Morgan Private Bank

  • Automated data pipeline for Asia Investment Operations, slashing data latency from 5 days to real-time.
  • Developed a centralized dashboard for senior management, providing insights on over $200 billion in client AUM.
  • Led a cross-functional task force to prioritize key technology releases, engaging senior executives.

2020 - 2023

Process Improvement Associate

J.P. Morgan Private Bank

  • Designed and automated the Lending Value Tool, freeing up one full-time employee.
  • Automated the Margin Call report, significantly improving client experience and saving one FTE.

2020

Assurance Services Audit Assistant

Ernst & Young LLP

  • Spearheaded end-to-end audit fieldwork for five major healthcare institutions under Singapore's MOH.

2017 - 2020

Senior Assurance Associate

Foo Kon Tan LLP

  • Led the audit of a Singapore-listed company with 19 subsidiaries, ensuring timely publication of financial statements.
  • Developed Excel macros to automate reconciliations, cutting manual fieldwork by 20%.

Project Deep Dive

Data Pipeline and Dashboard Modernization

This project aimed to overhaul the data infrastructure for Asia Investment Operations to enable faster, more accurate regulatory reporting and empower senior leadership with real-time strategic insights.

Data Latency Reduction from 5 Days to Real-Time

Operational Efficiency Gains through Automation

Two key manual processes, advisor requests for lending values and margin call reporting, were identified as bottlenecks. The goal was to automate these workflows to free up operational capacity and improve client service.

Capacity Generation Equivalent to 2 Full-Time Employees

Credentials

Education

Nanyang Technological University

Bachelor in Accountancy (Hons.)

2014 - 2017

Certifications

Google Advanced Data Analytics - Coursera, 2023

Investment Foundations - CFA Institute, 2023

Certified Configurator - Unqork, 2023

Uipath Certified RPA Associate - UiPath, 2022

Alteryx Designer Advanced - Alteryx, 2021

Professional Diploma in Data Analytics - NUS-ISS, 2021