Hong Kong, Hong Kong SAR
Experience in working as a financial analyst, delivering business initiatives, carrying out financial analysis, formulating financial modeling, and identifying business development opportunities. Skilled in Analytical Skills, Microsoft Word, CISA, Visual Basic for Applications (VBA), and Scrum.
• Led a group initiative to modernize the core banking solution, ensuring seamless integration with branch operations, asset creation, and portfolio management systems. • Represented the business department, including the segment and investment teams, to coordinate effectively with IT and vendors throughout the project lifecycle. • Drove change management processes by assessing the impact of new technologies on existing workflows, facilitating training sessions, and ensuring stakeholder engagement to foster acceptance of the new system. • Managed project status by providing regular updates to stakeholders, tracking milestones, and addressing any issues that arose to keep the project on schedule. • Handled compliance requirements to ensure that all changes adhered to regulatory standards and internal policies, thus minimizing risks associated with the transition. • Facilitated channel integration to ensure new requirements were effectively incorporated into mobile and Internet banking platforms, enhancing user experience and operational efficiency.
• Led a team of 5 to deliver a transformation project for a private bank by using the Avaloq Core Banking System to enhance functionality in areas such as static data maintenance, client on-boarding, asset allocation, portfolio management, performance reporting • Led a team of two BA and developers to construct a data transfer interface which facilitate cross-banking system static data maintenance and account creation, cutting down manual effort and enhanced data accuracy • Collaborated with 8 senior stakeholders from the client side and 2 representatives from vendors to document business and technical requirements, formulate test plans, and create Target Operating Models, resulting in a streamlined process and a satisfied client in the private banking sector • Conducted gap analysis on workaround solutions and delivered an automation solution using Scrum methodology, which reduced man-days by 15%, resulting in cost savings and increased productivity in areas such as investment operations, risk management, and compliance
• Led business requirements definition and coordinated User Acceptance Tests (UAT) for a $3 million group-level ERP system transformation project, resulting in successful implementation and improved efficiency for the company • Collaborated with senior stakeholders across group levels to structure a change management strategy and modify standard operating procedures, contributing to the success of the ERP system transformation