Anna Lee Email and Phone Number
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✓ Certified Business Analyst with over eight (8) years of experience as a Business Consultant/ Business Analyst in the finance industry.✓ Implemented three (3) new mobile apps, and two (2) new web portals from scratch until the release; completed over six (6) system integrations.✓ Known as a strong analytical person who likes to use UML diagrams to close requirements gaps.✓ Experienced dealing with reporting authorities from over sixteen (16) jurisdictions for compliance reporting (FATCA, CRS, DAC6, beneficial ownership)✓ Experienced with both Agile and Waterfall methodologies.Favourite Quotes: "I have no special talent. I am only passionately curious." by Albert Einstein
Trident Trust
View- Website:
- tridenttrust.com
- Employees:
- 541
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Business Technology Change Implementation ManagerTrident Trust Jan 2023 - Present -
Banca Digital Transformation Manager/ ConsultantAia Malaysia Mar 2021 - Aug 2022Malaysia- Successfully launched the first cloud-based mobile apps for the insurance industry, with an Agile approach (used JIRA, Confluence).--- Created and prioritized User Stories according to business objectives.--- Created product backlog progress reporting template to monitor the release timeline/progress.--- Liaise with the bank's working level to implement new solutions.--- Review test cases and results as Product Owner.--- Assisted in compliance assessments for new apps release.- Resolved integration between two (2) applications by providing functional requirements (UML diagrams) for the solution.- Applied business analysis techniques (e.g. scoring matrix) for business assessment and decision-making.- Successfully improvised password reset process from manual reset to user self-reset, which sales & operation can work more efficiently.- Created helpdesk applications with new skills learned (MS PowerApps, MS Automate, and MS SharePoint). And, provided user training and related materials for the application.- Involved in the annual IT BAU budget planning and monitoring.Topics: - Mobile apps for bancassurance, Agile, Helpdesk - MS PowerApps, PowerAutomate -
Senior Business AnalystViewpoint Software For Business Ltd. Aug 2019 - Mar 2021- Validate requirements with government bodies, for countries from different regions.- Assessed existing documentation, processes or programs, and identified improvement opportunities.- Reviewed and analysed new enhancement/ change requests and assess the implementation feasibility (time, resource, IT technical or user constraints).- Led small to medium size projects from requirement gathering to implementation and support.- Conducted project update meeting to ensure timely delivery for new implementations.- Create and maintain issue logs, meeting minutes, meeting schedules, project summaries and updates.- Managed client and management expectation according to priorities.Topics:- Compliance process and digital filing for FATCA, CRS, and MDR/ EU DAC6- Software integration for compliance name screening- Beneficial Ownership digital filing- Other compliance/ statutory digital filings -
Business AnalystViewpoint Software For Business Ltd. Dec 2015 - Jul 2019- Collaborate between reporting authorities, third-party vendors, users, internal management, developers, QA, throughout the project. - Identified and recommended improvement opportunities for the process and software. - Developing project plans and providing project management assistance. - Managed expectations and provided advice, or guidance to minimise requirement gaps. - Conducted pre-sales feature demos and workshop, internal and external training, and support for Europe and Asia users. - Review specifications and provide guidance for juniors.- Appointed by clients to assist in reviewing the process and configurations for their Europe offices. Topics: - Compliance process and digital filing for FATCA, CRS- Software integration for compliance name screening- Beneficial Ownership digital filing -
Business ConsultantOne Two One Advisor Sdn. Bhd. Jan 2014 - Nov 2015- Assisted the Project Manager in project planning, coordination.- Requirements analysis and design (include requirements document, and technical specification).- Planned, managed, and executed internal testing, user acceptance test (UAT), and system integration testing (SIT).- Analysed test scenarios and execute automation testing.- Led on-site system go-live.- Produced training materials.- Monitored and guided juniors for SaaS support and operation.Topics: - Mobile apps for bancassurance- Digital platforms for life insurance agency commission computation and production reporting -
Associate ConsultantOne Two One Advisor Sdn. Bhd. Sep 2011 - Jan 2014- Requirements gathering and documentation for the life insurance agency management portal.- Data analysis and transformed into information for reporting.- User acceptance testing.- Training and document user guide for insurance agents.- User and system support for a digital platform with more than 400 users.- Initiated and setup SOP for the support role.Topic: Digital platform for the life insurance agency commission and production computations -
Application ConsultantPhitomas Sdn Bhd Aug 2010 - Jul 2011Phileo Damansara 1, No. 9, Jalan 16/11, Off Jalan Damansara, 46350 Pj, Selangor.- Gather and analyse user requirements.- Study, understand and document the business process for the Manufacturing and Distribution industry.- Report customization using SQL and Crystal Reports.- Provide consultations, support and user training.Topic:- Distribution module for ERP systemPlatform:- Infor SyteLine (ERP System), MS SQL, and Crystal Reports -
It TraineeSilverlake System Sdn Bhd Jan 2009 - May 2009Kpmg Tower, First Avenue, Bandar Utama, 47800 Petaling Jaya, Selangor.- Study documents to gain more knowledge about the banking system.- Test programs, identify root cause of system errors and assist to solve them.Major project involvements: AS400
Anna Lee Skills
Anna Lee Education Details
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Business Information Systems
Frequently Asked Questions about Anna Lee
What company does Anna Lee work for?
Anna Lee works for Trident Trust
What is Anna Lee's role at the current company?
Anna Lee's current role is Learner | Connectedness | Analytical | Futuristics | Achiever.
What is Anna Lee's email address?
Anna Lee's email address is an****@****ail.com
What schools did Anna Lee attend?
Anna Lee attended Universiti Tunku Abdul Rahman.
What skills is Anna Lee known for?
Anna Lee has skills like Requirements Analysis, Testing, Sql, Business Process Design, Business Requirements, Quality Assurance, Business Analysis, Requirements Gathering, User Acceptance Testing, Crystal Reports, Production Support.
Who are Anna Lee's colleagues?
Anna Lee's colleagues are Willie Shang, Jonathan Harris-Lowe, Gabrielle Brunner Thurman, Cecilia Del Puerto Castro, Marilena Stylianou, Gianluca Mallia, Gwen Mclaughlin.
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