Yuan (Cindy) Pei

Cindy is motivated, proactive, and detail-oriented with a passion for data automation, risk assessment and mitigation. Being a highly productive problem solver, she has strong analytical skills to simplify complex big data, polished research skills from performing regulatory reporting, preparing financial information packages, and conducting variance analysis.

Experience

Municipal Government Finance, Kunming, China
Financial Analyst, Sep. 2021 - Jan. 2023

• Evaluated high-potential investment opportunities across seven critical green-finance industrial chains by utilizing risk matrices to quantify & prioritize risks.
• Collaborated with key stakeholders within the Kunming Municipal Government to secure CNY 40 billion investment funding from 5 prominent banks.

Bank of Montreal, Toronto
Financial Analyst, Wealth Management, May 2020 - Aug. 2020

• Leveraged advanced VBA programming to develop customized scripts & macros tailored to the data structures & requirements of financial information packages.
• Implemented data quality control measures with VBA automations to ensure the accuracy & integrity of financial data, resulting in a 50% reduction in data errors.
• Proposed and pitched an innovative solution to BMO executives & over 230 interns in the final round to address mental wellbeing in the workplace & received the 1st place.

Bank of Montreal, Toronto
Financial Business Analyst, Sep. 2019 - Dec. 2019

• Developed & implemented VBA automation solutions to streamline the Banking Capital Adequacy Ratio reporting process, resulting in time savings of 1-2 hours person/day.
• Designed & integrated risk assessment tools within the toolkit, enabling proactive identification & mitigation of potential risks associated with regulatory changes & process adjustments.

Skills

• Technical: Python
• R
• MATLAB
• SAS
• VBA
• SQL
• AXIS

Professional Certificates & Awards

• Certified Advanced Programmer for SAS 9
• Top 3 bank-wide Best Co-op: Fall 2019 BMO