Daniel Romagnoli
Quantitative Analyst @ CIBC
Canada
Burlington
Computer Software
Finance, Mergers & Acquisitions (M&A), Salesforce, Playwright, Macros, Visual Basic for Applications (VBA), Agile Project Management, DataStage, SOQL, Test Automation, DCF Valuation, Financial Accounting, Initial Public Offerings (IPO), Leveraged Buyouts (LBO), Valuation Multiples, Quality Control, Quality Auditing, Chemical Safety, Analytical Skills, Optimization
Experience

Finance Tutor
Waterloo, Ontario, Canada
• Assisted students in understanding the role of a corporate financial manager, with a focus on long-term investment and financing decisions • Guided students through the theory and practice of capital budgeting, capital structure, and dividend policy • Supported learning on complex topics such as cost of capital, valuations, and mergers and acquisitions

Software Engineer
Toronto, Ontario, Canada
• Automated SQL and SOQL data validation processes, significantly improving data accuracy and reducing manual testing time across systems • Engineered end-to-end Salesforce testing automation using Playwright (JavaScript), increasing test coverage and improving test execution efficiency by over 150% • Managed ETL pipelines using IBM DataStage, integrating datasets across platforms and automating job scheduling with JCL for consistent and reliable data workflows • Developed advanced VBA tools that saved over 250 hours of manual effort and enabled scalable applications, including a mass email delivery system and a PII redaction tool for sensitive data processing • Built custom testing and data validation frameworks, contributing to robust QA strategies and seamless transitions of features from development to production • Actively engaged in Agile development cycles, participating in daily scrums and resolving JIRA tickets in collaboration with developers, QA engineers, and analysts • Participated in seminars across business units focused on M&A, Investment Banking, and Wealth Management, gaining insight into revenue models, client strategies, and financial workflows to align automation and data validation efforts with key business priorities

Strategic Finance & Automation Intern
Mississauga, Ontario, Canada
• Designed an automated Excel budgeting model integrated with SAP, utilizing Python for data processing and statistical analysis, to create a reflexive forecast of operational expenses replacing the current static standard • Developed an API to monitor planned and future carbon emissions, recommending optimal travel routes for employees that balance convenience and CO2 reduction, supporting the organization’s goal of becoming carbon negative • Led the integration of AI into the corporation by hosting a webinar showcasing current applications and exploring short-term and long-term opportunities

Finance and Automation Analyst
Burlington, Ontario, Canada
• Significantly enhanced operational efficiency through the successful conception and execution of automation projects targeting repetitive and time-consuming tasks • Used Python and Power BI to create dynamic projects with automated updates, extracting and manipulating real-time data from SQL servers creating interactive and streamlined reports • Gathered requirements from senior executives to line personnel and developed a company dashboard to track business performance across key metrics in Sales, Finance, and Operations • Developed a forecasting model and accuracy metrics for NA, collaborating with teams in Australia and Singapore to implement a similar model. This initiative improved forecasting accuracy by 15% by identifying and addressing repeat offenders in accounts and materials • Collaborated with purchasing team to identify variances and cost-saving opportunities across hundreds of vendors, contributing to over $8M in savings in 2024 • Created inventory valuation and obsolescence tools to identify aged inventory and optimize working capital, leading to $70K in savings by reducing outside storage costs

Quality Assurance Specialist
Burlington, Ontario, Canada
• Assessed raw materials to ensure compliance with technical specifications using spectrometry and chromatography equipment, and developed best practices to enhance testing throughput • Modified systems and processes to ensure adherence to Good Manufacturing Practices (GMP) in the receiving and processing of materials, work-in-progress (WIP), and finished products • Collaborated with multiple functions under tight timelines to investigate and resolve quality issues, minimizing impact on customers
Education
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