Danni Lu Email & Phone Number

New York, Ny, Us

San Francisco, Ca, Us

Provide consulting service to Citi's Private bank Division for application/strategic platform development and integration.Work with both waterfall and agile lifecycle by using Agile project management tools including Jira, Confluence, Tableau and traditional microsoft suites Iteration planning and communication with overall program leadership and architects.Understand program needs and document clear and detailed business resources and requirements, including the creation of process flows and map using Confluence, Visio and Figma.Assist Product Manager to establish common understandings of project scope, project goals and priority among different stakeholders so conflict is replaced by cooperation.Capture and describe the vision and the product strategy of the project.Define epics, user stories, and acceptance criteria in Jira based on business requirement, architecture plan, domain, function and UX/UI design.Create wireframes and mockups of new system screensPerform data mapping between new data fields and datatablesUse SQL to understand and analysis existing data in database Ensure designs specifications, data models, tech designs align to the business requirements and support the delivery of needs.Act as a translator between the business team and tech lead/developers/QAs to help them understand the business vision and MVPs.Identify and prioritize Product features in a Product Roadmap to assure a correct Product Evolution while defining stages of the product.Experience in managing backlogs in Agile lifecycle and prioritize the Team Backlog to align with customer values, time, and other dependencies.Synthesize business requirements with the technical capabilities and scrum team capacity to iteratively build functional increments of a product solution.Familiarity with the Software Development Life Cycle (SDLC)

New York, New York, Us

-Lead and participate in Business intelligence development and large scale system migration. Drive projects by taking responsibility for ensuring all aspects are being followed through by owning parties.-Demonstrate strong knowledge of the firm’s businesses, products, clients and competitors, and considers the operating landscape when making strategic decisions.-Proactively work on enhancing processes and controls internally and cross division. -Handle postings and escalations of daily functions of client margin verification & issuance, collateral management, and risk management, supporting margin & bank lending in Private Wealth Management.-Expose and involve team members to proper opportunities for growth. Enables and encourages open discussions, driving issues towards decisions.

New York, New York, Us

Jacksonville, Fl, Us

Vendor for Barclays Capital Group. Conducted daily functions of client margin settlements, collateral management, and balance management. Analyzed IM and VM. Balanced different currency buckets and Ring-fence funds for restricted CCYOffered supreme client service, handling regular and ad-hoc client requests in a timely mannerSet up new Accounts & SSI, monitored wire status to ensure timely settlementResolved discrepancies and breaks, prioritizing root cause analysisFed, DTC, Euroclear, Crest, CAD Collateral FX, Cross Currency Swaps Streamlined business procedures, reviewed controls/procedures.

• Forecast revenue, identify future trends, and assess risk associated with capital expenditures and equity raising for debt financing of private and public companies to estimate financing capacity• Evaluate strategic finance alternatives and interact with clients’ C-Level executives, senior bankers and team to facilitate deals• Prepare advisory presentations, proposals and investment memorandums for lender’s approval and deal negotiations

• Sought undervalued stocks and growth after M&A by analyzing 20+companies’ annual reports, proxies, and industry news• Followed US & Global markets, derivatives, ETFs, and small cap stocks while applying technical analysis methods• Reported analyses of profitability, risk and estimations of reasonable position sizes to managers

Tokyo, Jp

• Used Excel to reconcile trades cleared through LCH to eliminate cash settlement discrepancies and trade breaks• Extracted and interpreted data from Bloomberg Terminal to assist team settlements of Foreign Exchange, Interest Rate Swap, and Cross Currency Swap.• Liaised with third parties, kept in line with regulatory requirements and supported operations of funding, futures and collateral• Properly performed Marked-to-Market reconciliations of fixed income and derivatives to assess market risk

Edmonton, Alberta, Ca

• Estimate property value based on aggregated rental and sales history of real estates• Analyze the prospective investments of every building to forecast the market trend

• Actively maintain records of charity contributions from over 4000 advertising firms daily • Collect useful information and resources and use Excel to complete analysis• Send emails to hundreds of clients to develop new business

• Negotiated prices with more than 50 suppliers to get the best value on inventory purchases • Maintaining existing supplier relationship while building new ones• Maintained daily inventory of merchandise valuing up to $6000• Coordinated with cross divisions and trained new employees

Ms Finance, Finance, General

Bachelor Of Business Administration (B.B.A.), Finance, General

Bachelor Of Business Administration (B.B.A.), Finance, General