Charles C. Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, Us

New York, Ny, Us

- Informed the product development process​ and roadmaps constantly by quantifying value of changes to channels and ROI from various behavioral segments of customers.- Led efforts to optimize and grow conversion on key customer journeys and product offerings.- Modernized the experimentation and testing practices enabling greater adoption and also informing more targeted user research.- Designed and embedded measurement frameworks into the way we work so that it complements product strategy and houses all digital success and engagement OKRs.

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

Sydney, Nsw, Au

Developed dashboard solutions using Tableau to transform reporting as well as analysis for strategic objectives. Key customers included leadership executives, product and finance teams and various other business support units. Dashboard solutions were dynamic and delivered meaningful insights. Through:Industry knowledge and business acumen - gather and understand business context and scope (usually specific to wealth management and finance/accounting perspectives) and translate that into IT and dataset requirements for the dashboard configuration.Stakeholder relationship management - clear and effective communication to all involved parties to ensure smooth delivery.Data extraction - experience with most SQL/pseudo-SQL database types as well as popular finance systems and infrastructure i.e. HiPort, Charles River, Business Objects, MS Analysis Cubes, Essbase, SAP and others.Dashboard creation - extensive experience with using Tableau and delivery via Tableau Server. Exposure to various other visualisation tools such as Spotfire and Qlikview as well.

London, Gb

Clients included leading banks, insurance providers, multinational asset management and investments servicers and custodians. This composed three ASX100 listed companies and two 'big four' international banks.Work involved:Data migration procedures - verify data sources, performing data cleaning and reclassifications, followed by confirming completeness of outputs and functioning correctly.Visualizations and dashboard delivery - reshaping existing datasets and reports to identify opportunities for delivering meaningful analytics and insights that contribute positively to timely business decision making.Financial statement audits - form understanding of business processes and controls and perform reviews and other procedures to conclude on financial report.Corporate restructure reviews - measure success of transformation and investigate issues, causation and possible remedies.Internal controls review - map controls framework, test controls operations and appropriate manipulation of data to conclude on controls effectiveness.

Bachelor Of Commerce, Majors In Finance, Marketing

Graduate Certificate Of Chartered Accounting Foundations, Accounting