Jane I. Email and Phone Number

1. Data Analysis:• Making Meaningful Analysis and Recommendations: Assisting in analyzing financial data to provide recommendations for investment strategies, risk management, and financial planning.2. Business Processes and Systems:• Researching and Documenting Existing Business Processes: Involvement in researching and documenting the company's financial advisory processes, including client onboarding, portfolio management, and compliance procedures.• Understanding Related Business Systems/Applications: Gaining an understanding of the software and tools used in financial advisory services, such as portfolio management software, trading platforms, and financial modeling tools.• Translating Organizational and Stakeholders’ Business Requirements: Translating client financial goals and objectives into actionable plans and investment strategies.• Identifying Gaps and Making Recommendations for Improvement: Assisting in identifying inefficiencies in current business processes and systems and providing recommendations for improvement to enhance client satisfaction and operational efficiency.3. Project and Program Management:• Building and Maintaining Project Plans: Developing and maintaining project plans for client engagements, investment research projects, or process improvement initiatives.• Identifying Success Criteria: Identifying key performance indicators (KPIs) and success criteria for financial advisory projects, such as portfolio performance metrics or client satisfaction scores.4. Working with Global Stakeholders:• Flexibility in Working Hours to Accommodate Global Stakeholders: Adapting to flexible working hours to collaborate with global clients and team members across different time zones.• Adapting Communication Styles Based on Audience Backgrounds: Adjusting communication style to suit the preferences and backgrounds of clients and stakeholders, ensuring clear and effective communication.

• Conducted research to gather data for feasibility studies during a team project on market research for a chosen company. Documented findings and prepared various documents such as reports, data records, presentations, and meeting minutes, utilizing strong written communication skills.• Collaborated with team members to define business requirements for a new system for virtual orientation for new students.• Contributed to the development of comprehensive business cases.• Assisted in the preparation of cost/benefit analyses for energy efficiency upgrade proposals for school buildings.• Participated in discussions to analyze findings and make recommendations.• Contributed to the development of the dashboards using Tableau, ensuring seamless integration of components developed by other team members.

• Worked effectively within the Scrum Team to remove impediments and track them in Jira• Guided the team through continual improvement process and best practices.• Facilitated scrum master community of practices.• Ensured conducive environment which fostered self-organizing and self-managing team.• Empowered the Scrum team with regular inspect and adapt opportunities• Encouraged the Dev team to keep sprint backlog up to date• Facilitated all Scrum Events including the Sprint, Sprint Planning, Daily Scrum, Sprint Review, Sprint Retrospective, Product Backlog Refinement. Workshops with stakeholders.• Assisted in defining and deploying the forward order processes and facilitated the continuous improvement of the existing process.• JIRA admin activities for teams (created boards, workflows, filters, dashboards, reports using JQL.)• Planned and tracked sprints closely and helped the team to focus on commitments & delivery• Communicated team velocity and sprint/release progress to the teams and management• Organized,facilitate Team and organization Agile maturity• Facilitated retrospectives using innovation games techniques and closure of action items on improvements• Reflecting and radiating the metrics like burn down chart progress, quality, and velocity continuously to the team and various stakeholders• Prepared various dashboards in Jira which reflects risks, dependencies, impediments• Helped Product owner with effective management of Features, Epics, Stories and prioritization

• Collaborated with the Card Services department as a member of the agile team to design, implement & scale analytical solutions for clients.• Applied qualitative and quantitative analytical techniques using enterprise applications such as Microsoft Dynamics 365 and Slack.• Led a team in using Data Analysis tools for Internal Benchmarking, evaluating the institution's fraud and authorization metrics against historical data.• Conducted External Benchmarking, comparing the institution's performance with industry benchmarks and competitors, utilizing industry reports and data.• Developed specialized banking products for SMEs, including business loans, cash management solutions, and flexible credit options.• Streamlined onboarding processes through digital solutions, reducing paperwork and facilitating easier access to financial services for SMEs.• Utilized querying tools Excel and Tableau for data analysis and reporting.

• Managed accounts/relationships, maintained statements, and resolved discrepancies.• Led a dynamic team in the customer service department, collaborating with colleagues to address complex client inquiries and challenges.• Demonstrated a proactive approach in working on small teams to resolve clients' specific needs and ensure overall customer satisfaction.• Employed effective communication skills to understand and address clients' concerns, consistently seeking strategic solutions to enhance their experience.• Reviewed and ensured compliance with policies and procedures.• Processed and administered mortgages and provided excellent customer service.• Led a team to achieve the branch's new product sales target by 15%.• Coordinated activities with other work units for operational efficiency.