Zhengze Li
About Zhengze Li
Zhengze Li is the Director of Financial Analysis at CIBC in Toronto, Canada, where he leads a team managing data warehousing and visualization while collaborating on predictive analytics projects.
Professional Experience at CIBC
Zhengze Li has been working at CIBC since 2011, amassing extensive experience in various roles. Currently, he serves as the Director of Financial Analysis, a position he has held since 2019. In this role, he leads a team managing the data warehouse and data visualization efforts, utilizing tools like SQL Server, Alteryx, and Tableau. Prior to his current role, he was the Senior Manager of Private Wealth Management from 2013 to 2016 and an Associate from 2011 to 2013 in the Toronto, Canada area.
Experience with Rubikloud Technologies
Zhengze Li worked at Rubikloud Technologies in two key roles. He was the Director of Partnerships in 2017 for five months, responsible for establishing and maintaining strategic partnerships. Before that, he served as the Client Solutions Manager from 2016 to 2019. His responsibilities included managing client relationships and ensuring the successful implementation of technology solutions tailored to clients' needs.
Early Career and Experience
Zhengze Li began his career at PwC Hong Kong and mainland China as a Senior Associate in Assurance from 2006 to 2009 in Shanghai City, China. He then worked as a Financial Analyst at MINTH Group Ltd. in Ningbo, Zhejiang, China, for four months in 2009 before moving on to his education at Ivey Business School. He returned to the workforce as an Associate at CIBC in 2011.
Educational Background
Zhengze Li holds a Master of Business Administration (M.B.A.) from Ivey Business School at Western University, which he completed in 2011. He also earned a Bachelor's Degree in International Business/Trade/Commerce from Shanghai University of International Business and Economics, where he studied from 2002 to 2006. His academic background has provided a strong foundation for his career in financial analysis and management.
Responsibilities and Contributions at CIBC
In his role as Director of Financial Analysis at CIBC, Zhengze Li collaborates with the data science team on predictive analytics projects. His focus areas include campaign targeting and measurement. Additionally, he evaluates the return on investment for various business decisions, such as advisor recruitment, client acquisition, referrals, new product launches, and product mix optimization. His contributions are crucial in informing and driving strategic decisions at the company.