About
I'm a Senior Analyst at SumProduct, where I build financial models, automate workflows, and turn complex data into clear visuals for clients across infrastructure, energy, real estate, and government.
What I enjoy most is finding the engineering in finance — writing VBA tools that save hours of manual work, designing formulas that replace entire processes, and building dashboards that tell a story at a glance. I've published 30+ tools and articles on Excel, VBA, and Power BI.
I hold a Master of Finance from the University of Adelaide (GPA 6.375/7) and a Bachelor of International Finance from I-Shou University, Taiwan (GPA 4.0/4, Top 5%). When I'm not in a spreadsheet, I'm exploring how AI can make consulting workflows faster and more consistent.
Featured Work
Matrix Manipulation: 8 Formula Approaches
Compare MMULT, SUMIFS, GROUPBY, and LAMBDA variants for aggregating categorised data into a summary matrix. Interactive demo lets you switch between all 8 methods.
Solving the Subset Sum Problem with Excel
Find all combinations of numbers that sum to a target using SEQUENCE, BASE, MMULT, and FILTER. Three approaches from step-by-step to a single formula.
Experience
Senior Analyst
- Built and reviewed 50+ financial models in Excel for clients across infrastructure, energy, real estate, and government sectors.
- Designed and delivered 15+ dynamic Power BI dashboards and reports, including complex matrix visuals with dynamic Actual/Budget/Variance analysis.
- Built 30+ automation tools using Excel VBA, Python (openpyxl, pywin32), VB.NET, Power Query, and Power BI.
- Developed a multi-agent Excel model audit framework covering 10 audit dimensions — formula logic, error detection, formatting consistency, text quality, efficiency, hyperlinks, VBA, Power Query, and dependency mapping — significantly reducing manual review time.
- Productised AI tooling for the firm using Claude Code CLI and custom skill architecture, building 5+ reusable internal tools that automate core consulting deliverables.
- Tools built include a 7-phase financial modelling suite, a multi-agent Excel audit suite, an editorial writing auditor, a DAX blog generator, and a book authoring assistant.
- Evaluated and integrated 3 AI platforms (Claude, ChatGPT, Gemini) into team workflows, guiding colleagues in adopting AI tools for day-to-day consulting tasks.
- Authored 20+ published articles for SumProduct on DAX functions, Power BI, and Excel challenge series.
- Managed project delivery and trained staff across data analysis, automation, and AI tools.
Analyst
- Extensive experience in developing and reviewing complex financial models, employing advanced mathematical techniques and Excel to facilitate strategic decision-making.
- Proficient in data transformation and visualization, employing diverse tools and technologies to extract, clean, and present intricate data sets for insightful analysis.
- Skilled in providing support across various areas, including training materials, marketing material preparation, website content development, and office administration.
Global Trade Accelerator Consultant
- Identified and defined objectives of assigned marketing research projects, determining best methods to meet those objectives.
- Conducted research and compiled data related to product market, customer demographics, and factors influencing demand.
- Analysed results to identify ways of maximising sales and market penetration of current products.
Commercial Banking Intern
- Generated over 100 customer contacts (existing, potential) daily, utilising excellent communication skills.
- Supported the sales team with the preparation of documents for loan applications.
Trainee Accountant
- Undertook the preparation of asset, liability, and capital account entries (compiling, analysing).
- Created financial reports to support the accounting team.
Education
Master of Finance
Bachelor of International Finance
Skills
Certifications
- Corporate Financial Statement Analysis
- R Programming
- UT.5.05x: Linear Algebra – Foundations to Frontiers
Honours & Awards
- Dean's List Award (x2)
- Honorary Member of Golden Key Society