Toronto · Business Analytics · Revenue Strategy

Analytics for faster decisions teams can trust.

I build business analytics that improve efficiency and support growth.

I combine stakeholder requirements, AI-augmented workflows, CRM and ERP data, and rigorous validation. My goal is to reduce manual work, strengthen reporting processes, identify performance drivers, and turn revenue and operational data into decisions teams can trust and act on.

Power BI SQL C# Azure AI Workflow Design CRM / ERP Analytics
Metrics

Impact at a glance.

01 · Efficiency

Less manual work. Faster reporting cycles.

4 hrs → <10 minSales material preparation reduced.
90 → 15 minDashboard refresh cycle reduced.
80% cutManual PDF invoice processing reduced.
02 · Scale

Large operational datasets made usable.

20M+Transaction records costed in FIFO model.
10M+Warehouse data points centralized.
2M+SKU-level inventory records analyzed.
03 · Impact

Operational problems converted into dollars.

~$730KDowntime impact quantified.
~$630KCost of poor quality modeled.
~$500KInventory valuation variance uncovered.
04 · Growth

Analytics connected to revenue execution.

5xLead-generation capacity scaled.
20%Email campaign click-to-open improvement.
~$1MMedia budget reallocation basis.
About

Business-first analytics delivery.

I focus on questions stakeholders actually need answered, then build the data model, workflow, and validation layer behind it.

01 · Business insights

Start with the business question.

I focus on revenue performance, sales funnels, campaign attribution, and lead conversion. The goal is to turn analysis into clear actions that support growth.

02 · AI-enhanced analytics

Use AI where it improves team efficiency.

I help teams reduce repetitive work, accelerate reporting preparation, and convert existing business knowledge into reusable workflows.

03 · Accuracy-first execution

Validate before it reaches stakeholders.

I check raw data, test edge cases, and question unusual results so dashboards and KPI reporting remain trusted and explainable.

Work Highlights

Client & internal work highlights.

AI sales enablement ERP / manufacturing BI SQL FIFO costing Revenue & marketing analytics Finance operations

AI Sales Enablement Workflow

LLM workflow design · Content library · Output validation · Session logging
4 hrs → <10 min Reusable content library Automated output checks Session-level logging

Problem

  • Sales needed customized one-pagers for prospects.
  • Preparation required manual searching across case studies, screenshots, and whitepapers.
  • Client-facing materials needed to stay consistent, relevant, and safe to reuse.

Build

  • Defined requirements, output standards, content mappings, and review rules.
  • Created selection logic by industry, pain point, service line, and relevant past work.
  • Added automated completeness checks, formatting checks, and session-level observability.

Impact

  • Reduced customized sales material preparation from 4+ hours to under 10 minutes.
  • Reduced cross-functional back-and-forth with delivery teams.
  • Standardized prospect-facing collateral while keeping review controls in place.

NetSuite ERP Migration & Manufacturing BI Suite

Power BI · NetSuite · DAX · C# refresh monitoring · ERP data integration
30+ KPIs 2,000+ SKUs mapped ~$730K downtime impact ~$630K quality cost ~1,260 overdue PM tasks

Problem

  • Two legacy ERP systems were being migrated into NetSuite.
  • Revenue, downtime, quality, maintenance, and fulfillment reporting lived across manual exports and spreadsheets.
  • Operational issues were visible in logs but not translated into business impact.

Build

  • Mapped 2,000+ SKUs across legacy systems to NetSuite.
  • Delivered role-based Power BI pages for Revenue, Operations, Quality, Maintenance, and Fulfillment.
  • Added transaction-level drillthrough so headline KPIs reconcile back to source records.
  • Built C# email loggers to monitor daily refresh reliability.

Impact

  • Quantified ~$730K downtime impact from production logs.
  • Modeled ~$630K cost of poor quality from non-conformance records.
  • Exposed ~1,260 overdue preventive maintenance tasks as a leading risk indicator.
  • Made every KPI auditable from executive view to work-order detail.

FIFO Inventory Valuation Model

SQL · Financial modeling · Inventory valuation · Audit documentation
20M+ transactions 2M+ SKUs ~$500K valuation correction Multi-currency FX logic

Problem

  • Distributor inventory valuation was too large for spreadsheet-based FIFO methods.
  • Costing needed to handle high transaction volume, branch transfers, returns, and edge cases.
  • Outputs needed to be explainable for review and audit support.

Build

  • Designed SQL-based FIFO costing logic across 20M+ transaction records.
  • Covered 2M+ SKUs with documented edge-case treatment.
  • Added FX adjustments, SKU-level spot checks, and waterfall reconciliation.

Impact

  • Uncovered a ~$500K inventory valuation correction.
  • Moved costing from manual analysis to repeatable SQL logic.
  • Created a stronger audit trail for inventory valuation review.

Executive, Retention & Marketing Analytics

Power BI · Cohort analysis · Funnel attribution · LTV/CAC · Revenue reporting
24K+ customer records Month 1–60 retention cohorts 12-month churn projection Funnel attribution model Channel ROI / ROAS model

Problem

  • Leadership needed one view across revenue, churn, customer health, and marketing spend.
  • Retention risk was difficult to compare by customer age, price, billing, and service type.
  • Marketing spend needed clearer connection to leads, customers, and revenue outcomes.

Build

  • Built executive dashboards for revenue, book of business, ARR movement, NPS, and retention.
  • Developed customer retention views with Month 1–60 cohort loss curves and LTV-by-age analysis.
  • Created marketing dashboards with ROI, LTV:CAC, ROAS by channel, and lead-to-customer funnel reporting.

Impact

  • Gave leadership a single entry point from top-level KPI to detailed reporting.
  • Enabled cohort-based retention risk review and forward 12-month churn projections.
  • Connected budget, spend, channel performance, and customer economics in one reporting layer.

Finance Operations Suite — AR/AP, Liquidity & Covenant Compliance

Power BI · DSO/DPO · Cash-flow forecast · Adjusted EBITDA · What-if parameters
$80M+ working-capital exposure modeled 13-week cash-flow forecast DSO / DPO trend monitoring Covenant scenario model Invoice-level drillthrough

Problem

  • AR, AP, liquidity, and covenant reporting lived in separate manual reporting processes.
  • Collections and payment teams needed invoice-level and voucher-level source detail.
  • Covenant compliance needed adjustable assumptions and transparent EBITDA add-backs.

Build

  • Built mirrored AR/AP dashboards with aging buckets, 13-month trends, and 3-month cash-flow forecasts.
  • Added invoice and voucher drillthrough with heat-shaded aging exposure.
  • Automated covenant monitoring with net leverage ratio, adjusted EBITDA waterfall, and what-if parameters.

Impact

  • Consolidated $80M+ of AR and AP exposure into auditable reporting views.
  • Replaced manual compliance review with live leverage monitoring.
  • Improved cash visibility across receivables, payables, liquidity, and covenant headroom.
Skills

Analytics delivery toolkit.

I keep building new skills across BI, automation, platforms, and analytics methods to deliver better business solutions.

Certification

Microsoft Certified: Power BI Data Analyst Associate

Dashboard design, data modeling, DAX, Power Query, and stakeholder-ready BI delivery.

Languages & BISQL, Python, C#, R, Java, Power BI, Tableau, Advanced Excel
Business platformsNetSuite, Salesforce, Microsoft Dynamics 365 / Business Central, Azure, Google Analytics
Engineering & automationETL pipeline design, REST APIs, web scraping, workflow automation, data validation
Analytics practiceA/B testing, cohort analysis, funnel analysis, customer segmentation, FIFO costing, covenant analysis, liquidity analysis, KPI design
AI workflowLLM workflow design, spec-driven prompting, content-selection logic, automated output validation, session-level logging, observability, source-data checks
Background

Experience & education.

Aug 2025 — Present

Analyst Promoted from Intern

Sapling Financial Consultants · Toronto
  • Translate business needs into functional requirements and Agile user stories for mid-market clients across finance, manufacturing, and healthcare data transformations.
  • Deliver executive-facing BI dashboards by integrating multi-source ERP data into centralized C#/SQL/Azure pipelines.
  • Optimized internal executive reporting with 40% lower memory usage and refresh time reduced from 90 to 15 minutes.
  • Scaled lead-generation capacity 5x through Python web scraping and API integrations.
Feb 2024 — May 2025

Intern

Sapling Financial Consultants · Toronto
  • Developed Python scripts extracting data from 1,000+ PDF invoices and supporting automated financial reconciliation.
  • Enhanced 150+ financial modeling case studies with data visualizations for sales teams and external stakeholders.
Nov 2023 — Dec 2024

Undergraduate Research Assistant

University Health Network · Mood Disorders Psychopharmacology Unit · Toronto
  • Facilitated patient visits in clinical trials and managed data systems encompassing neuropsychiatric assessments.
  • Presented systematic review on monetary decision-making and neural activity patterns to 20+ researchers.
Sept 2021 — Apr 2025

Hon. BSc · Economics & Human Biology · University of Toronto

University of Toronto Robert C. Douglas Public Finance Award
  • Awarded Robert C. Douglas Public Finance Awards with ~$1K for the highest mark in a research-based 400-level economics course applying empirical and econometric analysis to real-world datasets.
Contact

Let’s talk.

I’m open to Business Intelligence, Revenue Operations, and Analytics roles in Toronto. I’m especially interested in teams improving reporting efficiency, CRM workflows, and data-driven growth.

Emailwendichen2023@gmail.com
LinkedInlinkedin.com/in/wendichen123
LocationToronto, Canada