Allen Li
Purchasing and Automation Analyst @Crescendo Sales
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WORK HISTORY
Purchasing and Automation Analyst @Crescendo Sales
Kitchener, ON, CA
EDUCATION
University of Waterloo
Bachelor's degree in Mathematics, Financial and Analytical Risk Management
ABOUT ALLEN LI
Driven by a passion for financial analysis, my experience spans financial modeling, data analysis, and business intelligence. Currently completing a Bachelor of Mathematics at the University of Waterloo with a specialization in Financial Analysis and Risk Management, I have passed Level 1 of the CFA exam and developed expertise in company valuation and portfolio optimization.Through my co-op experiences, I have built and optimized financial and business intelligence reporting systems to enhance decision-making. At CAA Club Group, I engineered SQL-based data pipelines and developed enterprise-level Power BI dashboards to track key performance metrics across insurance, sales, and membership operations. While at Home Trust, I focused on data governance and automation, improving data accuracy and designing AI-powered solutions to streamline reporting processes. My experience at Prema Canada and MCAP further strengthened my skills in accounting analytics and financial reconciliation.I am thrilled to embark on more professional adventures, and I am excited to continue my journey and exploration in finance and investment fields. Please connect me and know more about me now!
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