Sr. Program Manager, Continuous Process Improvements

• Mar 2022 - Present

Transformation Manager SVP - Global Markets

• Jul 2020 - Mar 2022

• Liaise with business, IT and functional teams to design L5 implementation plan, prioritize project backlogs, align on feasibility and timeline, track project progress, and prepare launching process, e.g. trainings, workshops and policy• Design target operating model, draft data process flows and decision trees, and facilitate the communication of service level agreements (SLA) to ensure the operational readiness of new systems• Act as the escalation point for requesting resources and unblocking impediments, engage key stakeholders, manage delivery expectations, lead working groups and present status updates to senior management• Analyze and prioritize business and functional requirements via both quantitative and qualitative methods, led cross-functional discussions between business users, IT, and functions to collect feedback and resolve key issues• Define areas for improvement, develop operation procedures to and establish governance and organizational model for multiple new projects, e.g. project charter, RACI matrix, RAID log, work breakdown, milestone schedule, and traceability matrix, etc. Show less

Change Management VP

• Aug 2018 - Jun 2020

Led cross-functional projects and executed end-to-end remediation strategies to comply with the FRB regulations.• Automated manual processes for Resolution Planning of Citi to improve efficiency and productivity. Designed and implemented two new analytical tools in six months to provide greater user visibility and data traceability• Analyzed the resolution planning results via data mining and regression, identified drivers of variances and validated remediations with SMEs to improve the quality of forecasts• Designed, planned, and managed the implementation and UAT testing of Capital Planning solution. Collaborated with business users to draft test cases, tracked bugs via Jira and represented team to CFO-led SteerCo. Successfully signed off the UAT and passed internal audit review in the first submission• Conducted a stress test strategic consulting project, identified issues via workshops with SMEs, categorized root causes and recommended resolutions to senior management• Led MBA on-campus recruiting campaigns for finance program and conducted interviews; mentored incoming finance associates Show less

Financial Management Program Associate

• Aug 2016 - Jul 2018

Leadership rotational program to deliver projects in FP&A, Corporate Treasury, Internal Controls and Investments• Drafted and applied new finance standards for expense delegations across EMEA functional teams; managed the iterative multi-layer approvals process, enhanced transparency and eliminated miscommunication in the implementation• Led the Moody’s rating review on the EMEA trading entity, guided cross-functional workshops and monitored the consistency and data quality for the submission• Spearheaded the 2017 Treasury PRA review and developed a quantitative methodology to demonstrate liquidity forecast accuracy from Prime Finance desk; passed the PRA review in the first submission• Standardized the benchmarking and price tracking of credit investment portfolios that enhanced the daily operation efficiency• Developed financial model to evaluate and compare the productivities of commercial bank businesses, adjusted impact of spread compression and foreign exchanges. The model was used in annual strategic reports• Received one of two return offers for the EMEA finance management associate program Show less

Financial Management Summer Associate

• Jun 2015 - Aug 2015

Financial Planning & Analysis 1. Developed a model to evaluate and compare the productivity of commercial bank businesses, adjusting impact of spread compression and foreign exchanges 2. Analysed and broke down 2016 expenses distribution for EMEA Consumer Banking 3. Conducted credit spread analyses for EMEA Commercial Banking using Bloomberg Financial Planning & Analysis 1. Developed a model to evaluate and compare the productivity of commercial bank businesses, adjusting impact of spread compression and foreign exchanges 2. Analysed and broke down 2016 expenses distribution for EMEA Consumer Banking 3. Conducted credit spread analyses for EMEA Commercial Banking using Bloomberg

Business Analyst

• Jun 2010 - Apr 2014

BBVA is the second largest bank in Spain. It established a Joint Venture with China CITIC Bank (CNCB) to develop Private Banking business in China. • Developed operation & business strategies based on local market research, and monitored the key implementation for the Joint Venture between BBVA and China CITIC Bank, such as establishing CRM system, product, sales, compliance and marketing functions • Analyzed monthly P&L and business reports from each function, and reported directly to the Head of Private Banking in China • Supported the business negotiations between BBVA and the Chinese partners / regulators as one of the key members when signing the JV contract. Built the financial forecast, researched industry trends, segmented the customer market, and developed the marketing strategy • Led marketing projects for client acquisition, including selecting vendors and target customers, designing campaign contents, and monitoring and analyzing ROI. Achieved over 100% YoY increase for the first three years Show less