Connie Lee work email
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Connie Lee is a Principal Support Account Manager, Kyriba at Kyriba. They possess expertise in risk management, financial analysis, analysis, banking, business analysis and 6 more skills. They is proficient in Cantonese. Colleagues describe them as "It was great working with Connie when I was her team leader at Thomson Reuters. She is a detail oriented and responsible person who also works well with clients. She is a quick learner and a fun individual to work with. I enjoyed my time working with Connie very much." and "I have been working constantly with Connie since she joined Thomson Reuters as a Business Analyst by providing Connie with second-line technical support. Connie has proven herself as the top performer in her team. In a very short period, Connie not only excelled in learning the operations of a sophisticated Treasury Workstation and mastered the principles of Treasury Management, Connie also built strong relationship with our clients. As a result Connie has become the definitive go-to person in her team when clients request for assistance. In the role of Business Analyst, Connie not only needs strong fundamental knowledge in technology and in finance, communication skill is essential. In addition, stressful situation is a norm where a panicking client is demanding solution. She has championed all the challenges. I am confident of her skills and work ethics to endorse her as one of the best Business Analyst I have worked with."
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Principal Support Account ManagerKyriba Jan 2024 - PresentSan Diego, Ca, Us -
Senior Project Manager, Customer For LifeKyriba Sep 2021 - Jan 2024San Diego, Ca, Us -
Practice LeadKyriba Sep 2018 - Sep 2021San Diego, Ca, Us -
Principal Implementation ConsultantReval Mar 2017 - Mar 2018New York, Ny, Us -
Lead Implementation ConsultantReval Mar 2015 - Mar 2017New York, Ny, Us -
Senior Implementation ConsultantReval Jan 2014 - Mar 2015New York, Ny, Us -
Financial ConsultantReval Jan 2013 - Jan 2014New York, Ny, Us- Lead on-site business process review to discover and understand clients’ treasury needs and technical environment- Translate global client treasury process into Reval Treasury and Risk Management (TRM) system® configuration- Developing and presenting recommendations that address key client objectives, setting appropriate expectations with client and managing them throughout the project life cycle- Develop and deliver global client training webinar and on-site sessions on Reval TRM system®- Prepare business process review documents, custom system workflow user guides and provide updates for weekly status calls, reports, projects plans, and issue lists which are updated and communicated to client- Coordinate with internal teams (Product Management, Customer Service, Sales, and Product Support) to manage client issues in a timely and effective manner- Train internal and third party US, UK and Australia consultants on system function and implementation strategy -
Associate Financial ConsultantReval Feb 2012 - Dec 2012New York, Ny, Us- Co-implemented North American clients on industry leading Reval Treasury and Risk Management System®- Co-led on-site system training and workflow design sessions- Prepared and delivered custom user guides and system documentations- Analyzed and tested system function against treasury requirements and best practice workflow- Liased with industry professionals, clients and internal teams to research future system requirements and improve implementation workflow -
Business AnalystWall Street Systems (Acquired From Thomson Reuters) Feb 2011 - Feb 2012New York, Us- Coordinated schedules across Australia, UK, US and Canadian teams to ensure global support hours are met- Cross trained 2 support team members in the US and 3 in the UK to increase product knowledge- Managed over 340 support issues - Analyzed monthly client surveys and metrics to examine support environment and advise on improvements- Participated in weekly managerial meetings to prioritize, escalate and close support issues accordingly- Oversaw SSAE 16/SAS 70 audit for Corporate Treasury Client Services (Period: February – October 2011)- Supervised over 25 regular requests/bug patches and 2 major releases -
Business AnalystThomson Reuters 2010 - 2011Toronto, On, Ca- Played senior support role in providing phone and email support for leading web-based treasury management system, Wallstreet Treasura®, used by 300 corporations including many from the Fortune 2000- Addressed over 850 support issues- Improved client satisfaction to 95% while maintaining best in team support turnaround (>90% issues resolved within 24 hours)- Mentored current and new Business Analysts and create training material - Collaborated with 30 major banks in North America and 3 vending partners to improve implementation and resolve bank data issues -
Support AnalystThomson Reuters 2010 - 2010Toronto, On, Ca- Assessed over 670 bank system interface support issues in Wallstreet Treasura®- Resolved over 300 support questions via phone, email and online issue management system - Became a proficient user in the web-based treasury management system through self-directed learning and hands-on training -
Development StudentBruce Power Lp 2009 - 2009Tiverton, Ontario, Ca- Contributed to the successful record run of Bruce A nuclear power plant by upgrading and maintaining a scheduling system for the Maintenance Department of more than 100 staff members- Improved communication and plant efficiency through the research and implementation of a standardized message system that enabled first line managers to effectively communicate with their crews- Identified and compiled Observation and Coaching Reports and Station Condition Records to aide in analyzing significant work incident and accident trends on site -
Undergraduate Teaching AssistantThe University Of British Columbia 2008 - 2008Vancouver, British Columbia, Ca- Coordinated Microsoft Excel Labs twice a week to a class of 30 second year commerce students to enhance problem solving concepts introduced in lecture- Enabled students to successfully complete assignments and prepare for exams by clearly guiding them through Excel applications to set-up and solve linear programming models- Customized weekly presentations and models to facilitate each student’s learning ability -
Wealth Management InternSolomon Independent Financial Advisors Ltd. 2008 - 2008- Increased number of new clients by aiding in the preparation of client reviews and ensured all forms and documents were properly completed before sending out- Improved office work flow through upgrading the company’s CRM system, creating the database of fund provider and client information, and updating the company’s compliance manual- Fostered client relationships by composing monthly articles featuring topics pertaining to their investments such as the Asian market, oil prices and retirement savings opportunities
Connie Lee Skills
Connie Lee Education Details
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The University Of British ColumbiaFinance Co-Op -
Alliance Manchester Business SchoolBusiness - Finance
Frequently Asked Questions about Connie Lee
What company does Connie Lee work for?
Connie Lee works for Kyriba
What is Connie Lee's role at the current company?
Connie Lee's current role is Principal Support Account Manager, Kyriba.
What is Connie Lee's email address?
Connie Lee's email address is co****@****val.com
What schools did Connie Lee attend?
Connie Lee attended The University Of British Columbia, Alliance Manchester Business School.
What skills is Connie Lee known for?
Connie Lee has skills like Risk Management, Financial Analysis, Analysis, Banking, Business Analysis, Requirements Analysis, Corporate Finance, Derivatives, Process Improvement, Project Management, Cash Management.
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