Flavia Lawn, Pmp, Csm, Cspo Email & Phone Number

Cold Spring Harbor, Ny, Us

Cold Spring Harbor, Ny, Us

New York City, Ny, Us

New York, New York, Us

• Face of the company at B2B level, overseeing end-to-end implementation lifecycles from initial onboarding to successful go-live.• Collaborated and assisted in creation of processes, staffing plans, project governance and tools to support the standardization of implementation and onboarding processes for clients.• Worked with external stakeholders managing and conducting meetings and scoping calls to better understand client business requirements, goals and challenges while providing recommendations and solutions.• Responsible for creating project plans, status meetings, coordination across various third-party partners and for driving the project to completion by established deadlines.• Owned and managed client relationships during the project onboarding lifecycle and on post go live.• Acted as a knowledge base for the clients regarding requirements, product workflows and third-party integrations.• Worked closely with different teams including engineering team, product managers, business leaders and members of the regulated broker dealer team as legal and compliance personnel to ensure clients’ success.• Supported the upgrade and version control processes of products and tools in client’s environments.• Identified opportunities for upselling and worked with the sales team to provide clients with additional solutions.• Worked with Regulatory related projects.• Understanding of KYC and AML

London, Gb

• Managed all sizes of customer-facing projects including project scope, timeline, deliverables, finances, and resourcing allocation to ensure projects were delivered on time and within budget.• Responsible for creating project governance processes and standards. Responsible to also ensure that processes and controls are in place to guarantee quality from requirements through delivery. • Responsible for strategic planning, road map development, project budget management and scheduling.• Responsible for project and team resourcing, for promoting positive, collaborative, and productive team dynamics, for conflict resolution, and for personnel development.• In charge of managing client communication, stakeholder expectations, and all aspects of the client relationship from beginning of the project until post go live maintenance. • Worked cross functionally across the organization to make sure each team is on track to deliver required project deliverables.• Responsible for providing external (customer-facing) and internal reports describing status of projects and metrics to all project stakeholders.• In charge of understanding and managing the terms of the contract and for any change management requirements.• Responsible for identifying project’s risks and to establish and execute risk mitigation plans to keep project on track.• Developed client relationships to identify opportunities to upsell and to help shape and deliver optimal solutions.

London, Gb

• Responsible for taking a lead role in the daily production and implementation support of Openlink’s Endur (Energy) and Findur (Financial) Trading and Risk Management Systems.• Responsible for client facing communication, development and maintenance of client relationships.• Responsible for daily service request management, troubleshooting of complex application issues financial or technical in nature, and communication with various functional areas throughout the company.• Developed documentation for different Products and Application Modules to be used as guidelines by the Support desk personnel.• Responsible for leading daily Agile stand up meetings • Responsible for onboarding and training new clients • Trained new hires on Findur/Endur application and internal support processes.Project Management: • Led and managed two successful migrations of the company's ticketing systems over the years. CRM to Service now and ServiceNow to Jira, overseeing and managing the deliverables and timeline of cross-functional teams.• Developed a comprehensive project plan, including timelines, milestones, and resource allocation.• Collaborated with stakeholders to define project scope, objectives, and success criteria.• Led regular status meetings, provided project updates, and ensured clear communication among team members and stakeholders.• Worked closely with Service Now and Jira administration teams to customize and configure the new system to align with company requirements.• Trained end-users and support teams on the new ticketing system, ensuring a seamless transition and minimal downtime.• Achieved a successful migration with zero critical incidents, resulting in improved ticket system efficiency and reduced operational costs.• Responsible for planning, scheduling, executing and monitoring all stages of clients’ software upgrades projects, ensuring the right resources were involved/available while paying close attention to the quality of the deliverables

• Responsible for the car onboarding of overseas client- CETIP- Latin America’s largest depositary of fixed income securities and Brazil’s largest private asset clearinghouse• Manage all aspects of the CETIP platform project, including Client expectations, planning, organization, and implementation of project activities• Travelled to Brazil to present CETIP project to client’s board of directors and legal department to receive approvals, gather additional requirements and to discuss any necessary changes and project timelines for the electronic platform being built to be used by their clients• Served as primary point of contact with the Brazilian customer. Held weekly meetings with CETIP QA, Product Managers and Operation Team to communicate project progress and to discuss any required changes to the project• Worked close with different departments including Product Managers, Developers and QA to build and test optimum trading platform to be used by the CETIP clients• Interviewed and helped hire Portuguese speaker for a trading support position based in London• Trained internal personnel and CETIP team members on the use of the electronic platform Cetip|Trader.• Monitored all trade transactions from initial request to execution and settlement.• Provided first (Creditex) and second (CETIP) level support and troubleshooting of issues, system bugs and problems arising from trading order routing• Worked directly with CETIP Operation and Technology teams to resolve issues related to trade flow and system performance• Managed and tracked the status and completeness of clients’ issues and requirements using JIRA ticketing system and processes• Knowledge of Creditex’s “RealTime” application used for voice and electronic trading• Use of FIX Protocol• Wrote Guidelines on trading platform functionalities used by different teams internally• Translated documents and Electronic Platform to Portuguese• Trained clients on system functionality across product offerings

New York, Ny, Us

• Client support and problem resolution, providing electronic trading platform service. • Monitoring of all trade transactions from initial Request to Execution and Settlement• Monitoring of all internal/vendor processes trading application components to provide client with efficiency and up to date technology.• Troubleshoot issues, bugs in the system, and problems arising from trading order routing.• Work directly with traders and brokers to resolve trading issues.• Help to manage accounts and implement changes required by clients.• Use UNIX to access client information and to find solutions for electronic trade issues.• Trained on all asset classes including fixed income, equities and futures as well as FIX Protocol• Train client base on system functionality across all product offerings.• First level support for client queries and issues via phone, IM and email • Honor strict confidentiality with assigned tasks .

New York, Ny, Us

• Coordinate and report monthly mutual fund information including fund holdings, market values, asset classes, maturities and coupon rates• Review Edgar filings to explain market volatility relating to large sales and purchases of securities within mutual funds and update internal Bloomberg systems with specific findings• Manage quality control of data input from overseas personnel• Translate of complex financial instruments from Latin markets• Interface with Bloomberg clients to manage financial inquires• Extensive knowledge of Bloomberg systems• Training of temps and new hires with internal software and corporate policies

New York, Ny, Us

• Extensive research of international public and private companies to gather data for the Bloomberg databases• Managed coordination of multiple Bloomberg departments to streamline market information entry• Created initial database of subsidiary information for publicly listed companies• Managed classification and name changes of company industry codes• Designed timesaving shortcuts and additional functions for Bloomberg users to increase client data delivery

New York, Ny, Us

• Developed Bloomberg systems and databases for direct use in Portuguese speaking countries • Direct translation of corporate financial information and economic data from English to Portuguese

• Oversaw team of interns including managing meetings, benchmarking, training, work distribution, weekly performance monitoring and intern performance reviews, • Trained and evaluated cold calling campaigns to increase brokerage revenue• Coordinated hiring; including on-campus promotions and hiring

• Identified mortgage clients through personal networks• Assisted in preparation and evaluation of loan applications and documentation

• Designed, implemented and facilitated annual financial budgets• Managed accounts payable and generated payroll• Selected and managed internal staff, as well as external vendors and consultants• Performed HR functions including employee evaluations, goal setting and resolution employee issues• Searched out cost-cutting solutions including software, outsourcing and rightsizing possibilities

Law School Candidate, Law School

Bachelor, Finance