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.
Skills
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Language
English
Fluent
Work Experience
Wealth Relationship Manager at Vancity
January 1, 2022 - January 1, 2025Segmented 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, 2021Assessed 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, 2025Bachelor of Arts in Economics at University of Victoria
January 11, 2030 - January 1, 2019Qualifications
Applied Data Analytics Certificate
January 11, 2030 - December 25, 2025Industry Experience
Financial Services, Professional Services, Software & Internet
Skills
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
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