Dai-Phuong (Liam) Ngo

Canada

@phuong_ngo5595

Finance Transformation Analyst @ Haventree Bank

Badges

Problem Solving
Python
Sql

Certifications

Work Experience

  • Finance Transformation Analyst – Finance Division

    Haventree Bank•  October 2024 - April 2025•  Toronto, ON, Canada

    - Accounting Transformation Management: Lead, troubleshoot, develop over 20 projects of bank accounts’ reconciliation, ensuring connectivity in streamlining daily transactions of mortgage & funding in Alteryx Designer deployed on the Server. - Reporting Optimization and Automation: Drive up performance by 90% by designing automated reportings with consolidated rules, diagrams, developing Tableau, Alteryx workflows, mathematical expressions & macros for Accounting & Credit Risk. - Compliance & Governance: Control, govern, train accountants’ compliance with newly established automation rules, engagement, generating Alteryx-automated accounting reports & analyzing intelligence for further diagnosis & enhancement.

  • Analyst, Business Insights – US & Canadian Tax, Accounting – Finance Division

    Hudson’s Bay Company (HBC)•  April 2023 - October 2024•  Toronto, ON, Canada

    - Financial Operations Management: Oversaw the team collaboration & processes of financial reporting, indirect, corporate & CEO tax compliance, tax recovery, ensuring accuracy in transaction-level accounting & alignment with budget forecasts. - Process Optimization: Increased tax recovery chance by 10-30% of presumed yearly CA$1 million and improved tax compliance by 10-40% per month by machine learning, large language models, NLP, Computer Vision in Alteryx, Python, SQL. - Cross-Platform Integration: Collaborated and developed SQL pipelines to extract, transform, and load data into Snowflake’s cloud-based Tax Data Hub, enhancing reporting accuracy by 10-30% and increasing tax recovery chance by 5-10%. - Compliance & Reporting: Ensured compliance with financial regulations in payment processes and reconciliation of accounts, contributing to improved Alteryx-automated audit outcomes, saving US$20,000 annually in external consulting fees.

  • Alteryx Administrator

    Billennium IT Inc•  January 2023 - April 2023•  Mississauga, ON, Canada

    AWS Cloud Ops Data Migration Team, @ Billennium IT Inc for Roche (Swiss BioTech), Data Engineering - Integration, Data Services & Insights Foundational Domain - Data Systems Management: Monitored, managed users' access with workflow hubs, data storages, Alteryx usage. - Technical Solutions: Maintained Alteryx servers to optimize data accuracy, efficiency across Roche’s North America & Europe.

  • Data Science Intern

    Cohost AI•  May 2022 - August 2022

    - Completed 2 projects using Python, SQL, Power BI to research hidden patterns, trends, insights for travel agencies & refactor the code base by developing functions for each topic to speed up reuse, & code navigation by 90% by the Developer team - Validated 95% of new metrics: Inventory, Room Night & Sold, Average Daily, Occupancy, RevPAR specialized on each topic for pricing recommendations, & growing seasonal sales, analysis of sources, properties, booking behavior, stay period & length

  • Product Data Analyst Intern

    iRestify Inc•  January 2022 - April 2022

    - Supported cross-departmental projects by Power BI to analyze insights, & performance from customer experience surveys with customized charts, tables on frequent reports using DAX, MDX queries with new KPIs, calculated ratios, & conditional features - Identified & reported trends, & patterns, measured stakeholders’ compliance, early, late, and on-time completeness for the operations & customer success to increase productivity by 70% for users to reuse, update, & interact on Power BI Service App

  • Data Analyst Intern

    Center of Talent in AI (CoTAI)•  August 2021 - December 2021

    - Developed Python & SQLAlchemy to retrieve, preprocess big data (greater than 4 million rows), & generate it from API quicker by 10 hours per function load with enhanced database structure in SQL, & function loops in Python for Sentiment Analysis - Built 90% new Tableau charts & metrics to discover driven factors & intentions, minimize complaints, & negative feedback

Education

  • Harvard University, Cambridge

    Data Science, MS•  January 2024 - Present•  GPA: 4

    Master of Liberal Arts (ALM), Data Science (online part-time, in progress 4th & 5th/12 courses) Jan 2024 – Dec 2026 + Brain Tumor MRI Image Segmentation & Detection (Computer Vision): - Analyze, preprocess medical MRI image data & develop pipelines with different Deep Learning models that detect tumors by segmentation & bounding box with high accuracy + Scalable Cloud-Based NLP for Feedback Analysis: - Process real-time feedback with scalable platform in Python, PySpark, SQL integrated with AWS Redshift, Glue, GCP BigQuery, Vertex AI and Spark-based NLP to identify trends of customer sentiment + Housing Affordability Statistical Inferences: - Analyzed, diagnosed statistical inferences with resampling, maximum likelihood, Linear Regression, Bayesian models (pooled, unpooled, hierarchical) to identify features decisively impacting affordability + Hotel Daily Room Rate & Booking Cancellation Prediction: - Transformed data in Alteryx, visualized trends, established hypotheses & testing, performed statistical diagnosis measurements, ML, DL models in Python & R to identify the best model & most fine-tuned parameters on forecasting different scenarios for pricing strategy & customer’s booking behavior analysis

  • Humber College

    Business Insights and Analytics, Post Graduate•  January 2021 - August 2022•  CGPA: 3.9

    Looking for a full-time Data Analyst / Business Analyst position

  • Ton Duc Thang University

    Business Administration, BS•  September 2013 - September 2017

    Majoring in Hospitality Management

  • Feng Chia University

    International Business, BS•  February 2017 - June 2017

Skills

SQL
Python(Advanced)
Tableau
Alteryx Designer
Alteryx Server
Alteryx Cloud
AWS (Amazon Web Services)
GCP
PySPark
Java
AWS (Amazon Web Services)
Azure
R
Power BI
Cypher
Spark
Scala
Cognos
SAS
SPSS
Dataiku
Hadoop
Hive
Zeppelin
Redshift
BigQuery
Data Science
Machine Learning
Deep Learning
Statistical Inference
Natural Language Processing
Computer Vision
Generative AI
Large Language Models
Oracle
Snowflake