Thomas Zhu
Financial & Business Analyst: Transforming Complex Data into Strategic Business Insights
About me
I am a Financial Analyst and Data Scientist passionate about transforming complex datasets into actionable business insights that drive strategic decision-making. Currently pursuing my Master's in Management & Analytics with a focus on Risk Analytics at NYU, I combine rigorous analytical skills with practical experience in financial modeling, process optimization, and emerging technologies.
My approach centers on leveraging quantitative methods and cutting-edge tools to solve real-world business challenges. Whether developing Power BI dashboards that reduce analysis cycles by 75% or building automated systems that eliminate hours of manual work, I believe in the power of data to create measurable value for organizations and stakeholders.
As someone who bridges traditional finance with innovative technology, I'm committed to advancing the field through continuous learning, strategic thinking, and a results-driven mindset that consistently delivers impact.
Skills & Goals
I possess a strong technical foundation in data analysis and financial modeling, with expertise in Python, SQL, Power BI, and advanced Excel functions including VBA and pivot tables. My analytical capabilities span data cleaning and transformation, statistical analysis, predictive modeling, and exploratory data analysis, which I've applied to develop ETL pipelines, create comprehensive dashboards, and conduct rigorous financial analysis. Beyond technical skills, I bring proven business acumen in requirements gathering, KPI design and tracking, process optimization, and cross-functional collaboration, demonstrated through my ability to translate complex data insights into actionable business strategies and measurable operational improvements.
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My goal is to become a leader in financial technology, bridging the gap between traditional finance and innovative data science applications. I believe the future of finance lies in the intelligent application of analytics, automation, and strategic thinking to create sustainable value.
I'm driven by the opportunity to solve complex problems through data-driven solutions, whether that's optimizing investment strategies, improving risk assessment frameworks, or developing new approaches to market analysis. My philosophy centers on continuous learning, collaborative problem-solving, and maintaining the highest standards of analytical rigor while delivering practical, implementable solutions.
Work Experience
The Hedaya Capital Group
At The Hedaya Capital Group, I developed Power BI reports integrating 8+ data sources that reduced portfolio analysis cycles by 75% for a $70M+ portfolio and implemented AI-powered systems that boosted efficiency by 80%. I conducted underwriting analysis on 20+ credit facilities while streamlining reporting processes, reducing weekly preparation time from 8 hours to 2 hours.
IQVIA
At IQVIA, I led comprehensive market analysis for ostomy care products across 5 multinational clients, synthesizing ecommerce, hospital tender, and competitor data to shape go-to-market strategies while developing automated ETL pipelines for complex SKU data reconciliation. I analyzed procurement data from 100+ hospitals, uncovering import restrictions and pricing anomalies that improved client bid strategies and win rates.
Mold-Masters
At Mold-Masters, I executed a post-acquisition strategic assessment that identified 4 operational inefficiencies and created an implementation roadmap that lifted customer satisfaction by 40%. I designed process optimization initiatives that reduced client onboarding cycle time by 45% and increased qualified lead generation by 20%, while developing a data-driven business case for sustainability initiatives that generated 2% revenue growth.