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J P

@jp08

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Data analyst at Ontario Dental Association who automated a membership report, cutting production from days to hours.

Canada

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At Ontario Dental Association, I built Power BI dashboards to support decisions on process changes, campaign targeting, and member insights. I also automated the quarterly membership overview report, reducing production time from a few days to a few hours.

At Ontario Teachers’ Pension Plan, I analyzed and validated client records and built Excel reconciliation processes to protect data integrity across sources. I also delivered insights to resolve client inquiries.

At Bank of Montreal (BMO) and Kingsdale Advisors, I created trade reconciliation reports and validated data for corporate financial campaigns and shareholder analysis. I work with SQL, Excel, Python, and Power BI, and hold an Honours Bachelor of Science in Mathematics from University of Toronto and a graduate certificate in Data Analytics from Humber Polytechnic.

Experience

Work history, roles, and key accomplishments

Research and Data Analyst

Ontario Dental Association

Jan 2026 - Nov 2026 (10 months)

Built Power BI dashboards for the executive office and analyzed datasets of over 50,000 rows with SQL, Power Query, and Excel. Automated the quarterly membership overview report, reducing production time from days to hours.

Power BI SQL Power Query Excel Data Analysis Data Visualization Automation

Pension Benefits Analyst

Ontario Teachers' Pension Plan

Feb 2023 - Nov 2024 (1 year 9 months)

Analyzed and validated datasets for 3,500+ client records, ensuring accuracy and compliance with pension policies. Delivered data-driven insights to resolve over 9,000 client inquiries, achieving a PSI score above 8.5.

Data Validation Excel Data Integrity Reconciliations Data Analysis Reporting

Research Specialist

Kingsdale Advisors

Feb 2022 - Dec 2022 (10 months)

Ensured accuracy of reports by validating and cross-verifying large datasets across multiple sources. Extracted and transformed data using SQL and Excel to support corporate financial campaigns and shareholder analysis.

Data Validation SQL Excel Data Extraction data transformation Financial Analysis

Junior Trade Support Analyst

Bank of Montreal (BMO)

Feb 2022 - Oct 2022 (8 months)

Created trade reconciliation reports that improved operational accuracy across investment accounts. Processed and reconciled high-value financial transactions exceeding $100,000, ensuring accuracy and compliance.

Trade Reconciliation Financial Transactions Compliance Data Analysis Reporting