Neng Wan

Manager, Business Analysis and Customer Analytics @Scotiabank

Toronto, CA

Play a key role in multiple, concurrent data analytics projects that support astute business strategies. Provide recommendations and reports based on detailed data analysis to business stakeholders. Provide analytical support to various business lines (Retail Banking, Personal Lending, and Domestic Finance) and Customer Value Proposition groups (Customer Segmentation, Wealth Management, and Small Business) to support business activities. Prepare initial recommendations for business sponsors or Senior Executives in Business Analysis team. Automate data extraction and reports in UNIX.Key Responsibilities:• Conduct analysis to monitor Branch distribution network and impact of various marketing activities on Branch sales.• Lead data acquisition development projects through database design and performance of user acceptance testing.• Spearhead special project teams to support delivery of Customer Segment Management Initiatives.• Develop and execute reports to branches and monitor sales officers’ customer portfolios and annual targets.Project Highlights:• Gained a reputation as a trust Subject Matter Expert on numerous projects, providing extensive decision support.• Key contributor to the successful completion of several projects including: Customer Value Proposition, Customer Assignment, Householding Algorithm Improvement, and assessment/implementation of new Financial Planning Platform (NaviPlan).• Managed the Customer Value Proposition project from concept through to implementation, testing, and delivery. Determined optimal analytics model and methodology to support project completion leading to successful segmentation of retail customers and enhanced usefulness of the customer database.• Directed Household ID project. Developed a new algorithm that improved data accuracy by 6%.

University of Waterloo

Bachelors of Mathematics, Double Honors in Statistics and Actuarial Science