- Take charge of global and regional initiatives on operation transformation- Work with the senior stakeholders from businesses and delivery partners to develop objective, quantitative recommendations that are driven by Return of Investment- Identify and recommend innovative solutions which leverage emerging technologies and solutions but which are pragmatic, implementable- Utilise financial skills to develop a high level business case, considering investment and high level benefits- Develop and recommend changes and improvements to operating models, procedures and practices based on subject matter expertise and understanding of HSBC and market best practice- Lead project management to make sure project delivers on time, and meets change framework requirement- Work with risk stewards and internal audits on change management. Define activities to manage and mitigate the impact of change on the target operating model

• Responsible for all market analysis activities associated to the Financial Services Practice (including IPO, M&A, Commercial Due Diligence) across globe.• Conduct market assessment, industry analysis, competitor benchmarking and target evaluation.• Develop strategy blueprint and roadmap for market expansion and post M&A operation/synergies. • Take charge of project management including progress/budget/resource management, and lead client communications with various stakeholders. • Major clients are investment banks, venture capitals, conglomerates in Europe and APAC.

 Global Asset Management Firm, Cost Transformation Project− Conducted market benchmarking in asset management industry on operating efficiencies metrics− Built cost reduction models for simulation and scenario analysis− Designed strategic target and blueprint for cost management, including system, governance and process Leading Chinese Insurance Group, Finance Transformation and FSSC Project− Designed strategic target and future blueprint for finance transformation, covering organization structure, system infrastructure, function roles, etc., and identify visible action plans in next 3 years− Took charge on change management across 8 business segments, conducted talent analysis, built resource analysis model to identify shared services opportunities− Provided process enhancement advice, including process streamline, automation and system enhancement Leading Chinese P&C Insurance Company, Market Strategy and Performance Management Project− Provided advice on top-tier city marketing strategy and cross-selling strategy. Conducted research on case study of major market participants, and provided diagnosis on the client’s strategy implementation process, profit/cost sharing scheme− Provided advice on performance management metrics based on marketing and cross-selling strategy Global Insurance Group, IFRS17 Implementation PMO− Designed PMO toolkit and Programme integrated plan, developed tools for auto-generation of reporting dashboards− Designed effort-based reporting mechanism and conducted process management for entire programme

 Leading Chinese Commercial Bank, Management Accounting Transformation Project− Took charge on retail customers acquisition cost analysis, conducted over 30 client interviews, developed customer acquisition efficiency analysis model which enables the client to analyse customer acquisition cost from customer type, acquisition channels and more perspectives− Conducted test on customer acquisition cost analysis model, and performed data analysis on over CNY 60 billion marketing cost, covering 13 customer types and 40 innovative acquisition channels− Designed long-term customer acquisition cost management scheme and drafted system implementation plan, enabling the client to track, monitor and analyse customer acquisition cost automatically− Led communications across multiple retail banking sections, credit card centre and 44 branches on model design and data validation, and prepared reporting materials for CFO and other key stakeholders Deloitte Global, Cybersecurity Acceleration Project− Managed project business case of over 60M USD, created business case model, validated budget assumptions and conducted budget forecast− Provided business case review and scenario analysis to Global Finance and the leadership, and supported communications between sponsors, leadership and thread leads across the globe

− Took charge on payment process restructuring project, conducted vender selection, operating process re-design, system implementation and UAT as well as project management to ensure on-time delivery and effective communications− Took charge on Robotic Process Analytics project, conducted operating process re-design, RPA program development and implementation − Supported customer satisfaction enhancement project, conducted analysis on customer journey, facilitated corporation between front and back office for customer visit and sharing session− Rotated in Planning & Budgeting section, maintained managerial accounting functions and prepared reports and market trend analysis and to managements− Rotated in Treasury section, settle operations for FX and MM products, derivatives transactions and securities investments, manage account postings, execute payments and conduct brokerage control

- Made quantitative and qualitative analysis on equity markets; - Organized and analyzed mass information with VBA and programming;