Hong Kong S.A.R. | Australia | Singapore
Led 3 years strategic transformation initiatives to enhance business and financial performance, and operational efficiency, overseeing $150m USD operations budget across 15+ Financial Markets products, 3,000+ staff in 40 countries ➢Data strategy – Led the planning and execution of a data transformation and solution program, integrating governance framework and leveraging business intelligence tools, Tableau, Power BI, and Alteryx, to enable data driven decision. •Delivered financial insights and metrics to senior leadership, identifying cost optimization strategies that achieved a 15% reduction across key expense categories. •Designed and implemented product KPI dashboard to track straight-through processing (STP) and cost per trade (CPT), enabling correlation and root cause analysis across trade cycles, leading a 50% improvement in overall STP. •Granted insights for custody leaders to make proactive decisions in improving the winning rate and margin, and managing potential capacity constraint, resulting a 10% incremental revenue. •Implemented a data governance framework, with data integration from 10+ functions and creation of new data mapping and dictionary, sustaining a minimum of 90% data accuracy and completeness. •Led a team of analysts and developers in delivering data integration solutions and building performance dashboards across product, operational, and workforce analytics. ➢Business transformation – Project managed strategic initiatives, ensuring smooth execution across cost optimization, process automation, workforce management, and the deployment of digital and AI-driven solutions. •Deployed AI solutions to capture structured and unstructured data, detect mismatches and anomalies across trade lifecycle, and generate predictive insights for breaks and gaps, enhancing process automation by 50%. •Designed and implemented Alteryx workflows to automate monthly finance reporting, reducing turnaround time from 5 to 2 weeks and enabling timely delivery of reports to the executives. •Launched the Prohance workforce management system across 40 countries to capture workforce activity-level data, successfully enriching operational datasets to support capacity planning and productivity analysis. •Introduced new data driven cost allocation method, leveraging statistical models to drive precise cost recharge across functions and products, supporting strategic budgeting.
Optimized technology and data analytics to drive, recruitment efficiency, campaign effectiveness and capacity management ➢Data strategy – Liaised with Tech, Operation and Marketing stakeholders, and led the data driven decision process to solve business problem and operational issues and presented the end results to the senior management. •Conducted end-to-end recruitment process analysis across departments to identify inefficiencies and applied predictive modelling to estimate cycle times, improving average time to offer (TTO) from 70 days to 35 days. •Built campaign effectiveness models with event dashboards to maximise and visualise the return on investment (ROI) and engagement outcomes, allowing 50% improvements on attendance and conversion rate. •Implemented data governance to monitor PII data privacy compliance, ETL process, data quality and mapping, maintained at least 95% data accuracy and adoption, and held 4+ Data101 training classes to the team. •Developed statistical models using time series forecasting and seasonal trend analysis to predict future capacity requirements and support strategic workforce planning.
CPA (CPA Australia), PMP (PMI)