Financial Operations Specialist at Financial Services Organization (2022-01 – Present)
Led financial operations team with focus on transaction processing, quality control, and process optimization. Awarded Merit & Star Award and Certificate of Appreciation for outstanding performance.
- Led daily resource planning and workflow coordination for the team, overseeing task execution, monitoring progress, resolving escalations, and ensuring quality control standards were consistently met
- Acted as a liaison between management and partner/teams, facilitating clear communication, coordinating issue resolution, and ensuring alignment on transaction processes and priorities
- Delivered training sessions for new hires focused on transaction processes and team collaboration, fostering strong teamwork and smooth integration into daily operations
- Processed 60,000+ high-value internal banking transactions with a strong focus on accuracy and compliance
- Investigated and corrected transaction discrepancies, ensuring timely resolution while minimizing operational risk and maintaining compliance with internal controls
- Supported workflow efficiency by managing daily task allocation, monitoring transaction processing status, and ensuring adherence to timelines and quality standards
- Developed and implemented standard operating procedures (SOPs) for key transaction workflows supporting a team of 12+ members, standardizing processes and achieving 100% accuracy and compliance
- Built Tableau dashboards to track daily transaction volumes (300+ transactions/day), enabling real-time monitoring of team performance and operational efficiency
- Partnered with IT to design and test Excel macros, automating manual processes and improving efficiency by 80% while maintaining 100% accuracy
Independent Consultant at Global Software Company (2020-01 – 2021-12)
Conducted data analysis on operational transactions, identifying fraudulent activities and preparing comprehensive reports.
- Conducted data analysis on operational transactions for a leading global software company in China, identifying 11 potentially fraudulent transactions totaling millions in exposure
- Conducted data analysis, margin analysis, and contract analysis, and prepared working paper and report
- Conducted quality check on project working paper and final report to ensure accuracy
