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01 / WORK

Work

10+ years of experience in securities and banking, including 7+ years within a securities firm's CEO office, building peer-comparison management reporting for C-level stakeholders.

Currently: Operations Analyst, financial services

Results

−92%
Peer-comparison report production time (est. 130 hours saved per year)
65
Core indicators in the automated reporting architecture, with an underlying database extensible to 1,000+
40+
Functions in a reusable VBA toolkit

Experience

  1. 2026.04 — Present

    Taishin Securities Co., Ltd.

    Operations Analyst, Deputy Manager, Strategic Planning Dept. (transferred following securities M&A)

    • Led the continuation and expansion of the department's reporting automation architecture through the M&A integration period; with a lean team, fully absorbed increased output frequency and format changes without relying on regular overtime or additional headcount
    • Regularly adapts report design to meet ad-hoc requests from C-level executives, quickly completing tool modifications to deliver peer-comparison data for decision-making
  2. 2018.10 — 2026.03

    Masterlink Securities Corp.

    Business Planning, Assistant Manager → Deputy Manager (Jun 2025), President's Office

    • Built a VBA-automated peer-comparison reporting architecture covering 65 core indicators, used by the President and C-level for annual strategic planning and monthly performance reviews, reducing production time by an estimated 92% (130 hrs/yr) and supervisor review time by 83% (33 hrs/yr)
    • Promoted in recognition of the impact of designing and maintaining the VBA reporting architecture; led a full code and parameter refactor ahead of the M&A, simulating and validating post-merger report output in advance to avoid a costly full rebuild
    • Led a pilot Robotic Process Automation (RPA) project for weekly management meeting materials, saving 26 hours/year
  3. 2017.08 — 2018.09

    Taishin International Bank

    Officer, Customer Segment Management Division

    • Redesigned the company's SMS spend management process, introducing account-level controls that cut costs by 1.4%, saving an estimated NT$1M annually
  4. 2015.07 — 2017.07

    DBS (Taiwan) Bank

    Officer, Trust Operations Dept.

    • Used VBA to optimize the daily transaction summary report, cutting production time from 45 to 15 minutes, saving 125 hrs/yr
  5. 2013.07 — 2015.07

    Cathay United Bank

    Senior Specialist, Branch Business Control Dept.

    • Supported evaluation of M&A opportunities with three ASEAN banks, providing analysis for executive decision reports
  6. 2012.09 — 2013.07

    Pegatron Corporation

    Procurement Specialist, Electronics Strategic Procurement Dept.

Skills & education

  • Automation | Excel VBA (Advanced) · Python (Basic) · SQL (Basic) · Tableau (Basic)
  • Languages | English (TOEIC 930) · Mandarin (Native) · Taiwanese (Conversational) · Japanese (Basic)
  • Writing & AI co-creation | Independent newsletter (LinkedIn / Substack), 300+ professional subscribers
  • Education | MBA, Institute of International Business, National Cheng Kung University

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