• Managed Hang Heng Bank (HASE) finance data projects.• Focused on data control, data governance under HSBC group BCBS 239 compliance frameworks.• Coordinated finance users to document the as-is critical reporting processes in standard group templates.• Worked with HSBC to identify the loopholes in as-is HASE processes and recommended improvement plans.

• IT project manager for EAB. [IT vendor]• Externally, maintained good relationships with two EAB clients (AXA SGP and HK FTLife):o Be the first contact point, worked with the clients closely and managed clients’ expectations.o Analysed the UR of clients and recommended solutions, handled the change orders form clients.o Prepared contracts with the timeline and the cost to the clients timely, including invoices administration.• Internally, supervised HK BA teams and Chinese developers during the SDLC:o Scope: Ensured the EAB design aligned the UR and worked within the internal budget.o Timeline and Resources: Planned a realistic project plan and schedule for all parties.o Quality Control: QA the deliverable (inc. FRD, UAT results) before sending to client.

• Be the Business Analyst leader on claims side in the new eBaoTech Life system implementation. [Inhouse BA]• Confirmed the testing strategy with users, designed high level test plans for BA. • Led a group of testers for SIT/UAT testing and QA review.

• Worked as a Project manager and BA for the claims department. [Inhouse user]• Externally, collaborated with other teams such as IT and vendors, prioritized the tasks with PMO.• Internally, executed all claims tasks during the SDLC, also included:o Ensured all client facing functions (e.g. e-channels) enhanced with good customer experience.o Provided training to impacted parties before any system/operation changes, with claims manual updates.o Optimized the business process, tracked agreed success factors in post implementation monitoring.• Key projectso E-channel (Claim submission via Agent Chatbot, E-Claim submission by Clients)o Automation (Automation of CTC, AI Optical character Recognition (OCR))o Customer experience (Claims letter revamp)

• Participated in HSBC flagship project ‘FTP’, which was a ledger migration for the whole HSBC group. [IT PM]• Externally, be the single contact point to represent Hang Seng (HASE) IT teams in ‘FTP’, acted as a communication bridge among the ‘FTP’ stakeholders.• Internally, worked as a HASE IT project manager, led all HASE IT involvements in ‘FTP’. • Provided regular project status and issues updates to management, HASE IT teams and HSBC IT PM.

Provided support in Oracle ERP system (AP and PO modules) to all of the subsidiaries under Schmidt group.

Participated in the GL migration project (Oracle Finance) for HKSAR Treasury Department.

System Analyst (Oracle) to maintain the system related to Customer services.

System Analyst and programmer (Oracle) to support the financial and Treasury systems.

Designed and developed programs (IBM AS/400) related to loyalty strategy for Credit card department.