Cathy Chung Email and Phone Number

• Create and manage multi-phase projects with various business units, internal teams and external vendors that supported the successful implementation of Salesforce as the enterprise CRM solution • Facilitate and lead requirements gathering through JAD sessions, interviews, workshops, gap analysis and surveys• Understand business needs and requests, identifying solutions, gathering information, and translating business needs to functional specifications that are understandable to business and technology services staff alike• Conduct vendor management and market analysis to obtain the “best in industry” solutions where an external solution is needed• Develop streamline BA procedures and initiate improvements to ensure a collaborative and efficient team environment

• Effectively managed medium to large project efforts, to include project plan, scope and resource management, time management (activities & task planning), communications, risk management, and support• Performed requirements gathering and analysis including data collecting, current system documentation, business process, rules and regulations to solve complex issues• Identified data, translation, and/or service gaps for audit purposes• Authored BRD and technical Microsoft Visio process flow creation to be presented to all project stakeholders

• Performed exploratory data analysis for a Fortune 100 Apparel and Sporting client and help develop data validation application using SQL and reports in MicroStrategy which alert the sales planners• Lead technical design calls with business users and stakeholders to analyze the reporting requirements, prepare relevant documentation like Business Requirements Documentation (BRD), metric definitions and dashboard design documents• Collaborated with SPS internal teams to develop solutions using MicroStrategy Business Intelligence (BI) tool which monitor KPI behavior in sales, inventory management, product assortment and forecasting trends for retail analytics• Developed quality control checks using SQL queries on client’s customized product, execute and review these QC processes in UAT and production to provide final approval of delivery to client• Tracked all phases related to the SDLC of a project created to fulfill signed service order agreements in Salesforce• Utilized Atlassian products such as Confluence to capture cross-functional team SOP documentations

• Remediated data issues from daily Data Quality Reports on historical pricing, corporate action and fundamental data for North American and international products• Worked independently on ad-hoc data cleanup projects for data quality improvement• Handled all corporate action such as merger/acquisitions, CUSIP/SEDOL/name change and spin-off activities for domestic and international securities• Interacted daily with global investment and commercial banks, mutual fund, hedge fund, money managers and various financial institutions clients regarding their data and software needs by logging, tracking and resolving inquiries utilizing BMC Remedy Action Request System• Managed and updated Holiday and Codes database for integration with all products• In-depth knowledge of market data for the following vendors; Muller Corporation, FT Interactive Data Corporation, Standard & Poor’s Compustat, Worldscope, FIRST CALL Corporation, I/B/E/S, DRI, EXSHARE, MSCI, ISID Plus, PLATTS, ICIS and OPIS• Participated in weekly vendor management meetings to discuss problems and solutions for the improvements of the current and next generation products• Developed and maintained training materials for existing and next generation products• Organized and facilitated Webex training for internal and external clients on FAME Information Services products• Subject Matter Expert for MarketMap Analytical, Terminal, and Energy product suite

• Point person for client, marketing and sales data coverage mapping requests, involving SQL queries, tracking and analysis• Responsible for identifying and tracking fixed income issues related to the development, support and enhancement of proprietary system to ensure that these issues are resolved in a timely manner• Contacted issuers, underwriters and trustees for merger and financial data• Researched and dissemination of new agency and corporate bond prospectuses for population of a relational database

• Executed presale consultation to prospective and existing consumers on various investment instruments• Assisted clients with maintenance of their banking and investment accounts such as statement inquiries and market data• Performed telemarketing and referred existing customers to branch staff for additional banking product needs