About Me
Data analyst and automation expert with 4+ years in private banking (PB), specializing in Alteryx, Unqork, Python, SQL, and Tableau. Proven ability to transform raw data into actionable insights, streamline operations, and build scalable automation solutions.
Today's SQL Challenge
Skills
Data Analysis
- Python (Pandas, NumPy, Streamlit)
- SQL (complex joins)
- Alteryx (ETL pipelines)
Automation
- UiPath (RPA bots)
- Unqork (no-code apps)
Visualization
- Tableau (executive dashboards)
Tools
- Confluence (documentation)
- JIRA (project tracking)
Domain Knowledge
- PB operations
Experience
J.P. Morgan Private Bank
Operations Automation Senior Associate
2023 - Present
- Automated data extraction for Asia Investment Operations, reducing latency from 5 business days to real-time, enabling faster decision-making on $2.1B client AUM data.
- Designed a centralised Investment Operations dashboard to provide senior management with actionable insights leading to a reduction brokerage tech disruptions by 45% and accelerated hedge fund processing by 50%.
- Conducted process mining on account closures in response to regulatory requirements, identifying and offboarding 1,000+ clients (on hold >90 days); built monitoring dashboard for ongoing oversight of account closure processes.
- Lead a cross-functional team (since 2024) for Asia Operations' Quarterly Business Review (QBR), highlighting impacts and key challenges including hybrid (digital/manual) processes.
J.P.Morgan Private Bank
Process Improvement Associate
2020 - 2023
- Designed the Lending Value Tool, automating hundreds of weekly advisor requests and freeing up one full-time headcount.
- Automated the Margin Call report, improving client experience, and generating capacity equivalent to one full-time employee.
Ernst & Young LLP
Assurance Services Audit Assistant
2020
- Spearheaded end-to-end audit fieldwork for five healthcare institutions under Singapore's Ministry of Health (MOH).
Foo Kon Tan LLP
Senior Assurance Associate
2017 - 2020
- Led the audit of a Singapore-listed company with 19 subsidiaries, ensuring the timely publication of audited financial statements for 2018 and 2019.
- Developed Excel macros to automate GL reconciliations and trend analysis, cutting manual fieldwork by 20% and ensuring audit deadlines were met despite team attrition.
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