London, England, United Kingdom
Experienced young professional, providing business analyst support to a range of projects and assisting in implementations. Highly motivated and results driven, capable of working as an individual as well as with teams to meet deadlines and achieve results.
•Tracking the progress of the project, managing the testing team and providing status updates to managements as well as escalating significant issues to the appropriate levels • Working with 3rd party developers to define designs, functions and resolve issues •Establish testing scope, testing plan and aligning resources for implementations •Collaborating with the Solutions team and Project Manager to implement a new Reporting vendor, gather requirements for the transition of firms and implementation of new firms •Running workshops to gather requirements, establishing implementation dates and managing implementations of Performance Station for new firms •Managing the transition of Performance Station to the UK office, defining processes, creating procedures and configuration documentation, becoming the SME for the product
• Played an instrumental part in the project by helping the company meet the deadlines for MiFID II regulations •Obtaining a good level of understanding on designs and functions to define testing scope, create test plans and test cases with expected results •Executing tests cases, collecting evidence, raising defects and monitoring resolutions •Tracking the progress of the project to provide daily updates to stakeholders •Capturing ‘Lessons Learned’ and leading a review session upon project completion
•Using excel to analyse large data sets to identify clients missing from the statement run •Managing a project to improve the Client Reporting billing reconciliation process •Leading service discovery workshops on Client Reporting •Working with the Statement Development and Technical teams to investigate issues and identify solutions of internal and external queries •Coordinating with firms the production of their end-client investment reports whilst sticking to strict deadlines (SLAs) on a monthly basis
• Contacted new LatAm clients to promote products and services (MetaTrader platform, trading accounts •Client management, building and maintaining clients relationship with LatAm region • Responding clients queries and solving issues via phone, Outlook and instant messaging • First line support for products and services • Supporting the Accounts manager for South America • Escalating issues to the appropriate departments
•Establish and maintaining good relationships with suppliers and internal departments •Reviewing all invoices for appropriate documentation •Coding, approvals and processing of invoices and credit notes •Monthly calls to supplier to review accounts
◘ Managed corporate tracker and produced monthly statistics report to monitor the hotels performance for the sales team and senior management ◘ Delivered weekly presentations to demonstrate the activities of the sales team ◘ Became the “SME” Subject Matter Expert person for the internal staff ◘ Produce contracts and quotations for clients Achievements ◘ Accomplished a 100% score in the sales audit ◘ Secured a contract resulting in a £12,600 revenue for the hotel
•Administrative tasks, completing and filling paper work, answering queries via email and phone] •Managed the expense analysis for clients •Responsible for completing VAT returns •Processed sales invoices and payments