Hi, I'm Andy Li, a data-driven banking professional with hands-on analytics training in SQL, Python, and BI tools. I enjoy turning complex data into clear, actionable insights that improve processes and support smarter business decisions. With experience in KYC/AML risk detection, customer segmentation, and CRM data integrity, I bring a practical blend of technical and business know-how. I'm seeking a data analyst role in Canada where I can contribute strong problem-solving skills and help teams grow through data-driven decisions.

Andy Li

Hi, I'm Andy Li, a data-driven banking professional with hands-on analytics training in SQL, Python, and BI tools. I enjoy turning complex data into clear, actionable insights that improve processes and support smarter business decisions. With experience in KYC/AML risk detection, customer segmentation, and CRM data integrity, I bring a practical blend of technical and business know-how. I'm seeking a data analyst role in Canada where I can contribute strong problem-solving skills and help teams grow through data-driven decisions.

Available to hire

Hi, I’m Andy Li, a data-driven banking professional with hands-on analytics training in SQL, Python, and BI tools. I enjoy turning complex data into clear, actionable insights that improve processes and support smarter business decisions.

With experience in KYC/AML risk detection, customer segmentation, and CRM data integrity, I bring a practical blend of technical and business know-how. I’m seeking a data analyst role in Canada where I can contribute strong problem-solving skills and help teams grow through data-driven decisions.

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Experience Level

Expert
Expert
Expert
Expert
Expert
Intermediate

Language

English
Fluent

Work Experience

Wealth Relationship Manager at Vancity
January 1, 2022 - January 1, 2025
Segmented 300+ clients using Excel filters to categorize accounts by risk profile and asset level, enabling targeted service strategies. Analyzed demographic patterns to predict life-stage needs, boosting cross-sell ratios and client retention. Grew portfolio from $0 to $5M+ and enforced data accuracy standards across client records with back-office collaboration.
Banking Advisor at Royal Bank of Canada (RBC)
January 1, 2019 - January 1, 2021
Assessed client needs and identified gaps in financial coverage, turning data insights into actionable sales opportunities. Verified customer documents and transactions to detect suspicious activity and ensure AML compliance.

Education

Applied Data Analytics Certificate at British Columbia Institute of Technology (BCIT)
January 11, 2030 - December 25, 2025
Bachelor of Arts in Economics at University of Victoria
January 11, 2030 - January 1, 2019

Qualifications

Applied Data Analytics Certificate
January 11, 2030 - December 25, 2025

Industry Experience

Financial Services, Professional Services, Software & Internet