Lilly Mbaka Email & Phone Number
Who is Lilly Mbaka? Overview
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Lilly Mbaka is listed as Senior Client Account Manager at International Financial Data Services (IFDS), a with 1101 employees, based in Whitby, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Lilly Mbaka.
Lilly Mbaka previously worked as Setup and Implementation Analyst at International Financial Data Services (Ifds) and Client Service Delivery Manager at Ifds. Lilly Mbaka holds B.Sc. - Graduated With Honours, Economics And Management Engineering (Ingénieur Commercial Et De Gestion) from Université De Mons - Hainaut.
Email format at International Financial Data Services (IFDS)
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About Lilly Mbaka
Professional with solid understanding of Mutual Funds, excellent knowledge of Mutual Fund Record Keeping Systems and Transfer Agency operations business process, and with 20 years of total work experience in the international financial industry. Excellent knowledge of RESP products, and knowledge of Segregated FundsI have a proven record of success analyzing financial data, analyzing the business requirements and processes of various initiatives; I act as a Client Service Manager on client service requests, and I also act as a consultant between the client and IT professionals, to investigate client specific issues, and questions in order to meet both business expectations and systems requirements, and deliver the final right solution to the client. With my expertise using iFAST system I am able to use industry best practices and processing knowledge to support the needs of new clients, provide frequent, effective, two-way communication between the IT team and the business in order to meet the deadline of customized Mutual Fund Record Keeping SystemsTechnologies and Skills: - iFAST Base ,iFAST/Desktop, AWD, FundSerV, CheckFree, ReconPlus, CSS, Lotus Notes, MS Visio- Visual Basic 6; HTML, MS Visual Studio and FrontPage, scripting languages (JavaScript, SQL), Accpac, Quicken, E-view software, Quick-Books and Lotus Smart Suite 97- Emulation 4700, FFT, MS-DOS
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Lilly Mbaka work experience
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Setup And Implementation Analyst
Client Service Delivery Manager
* Roles and Responsibilities: - Participate occasionally in Business trip to Quebec for consulting meeting in every aspect of delivery reviews with IFDS's client operation's team at Industrial Alliance Insurance and Financial Services- Interact directly with business partners, developing and maintaining a strong on-going relationship; always looking for opportunities to improve client satisfaction and experience- Coordinate client service requests, to plan delivery and ensure solution is in accordance with client expectations- When required act as Business Analyst to review requirements on different enhancements requested by Industrial Alliance and current proposed solution; and act as UAT Analyst of various RESP components, assist in developing test strategy, plans and test cases- Act as a project manager on small projects assigned to IT support or CNS teams. Work closely with IT to complete various technical documentation initiatives- Establish priorities early in the planning process in consultation with the MCS managers, European client base, and dedicated team members- Work with the business to educate them on IFDS products and capabilities, conduct demonstrations and provide product training as required
Uat Analyst - Ba / Business Support For Industrial Alliance
Roles and Responsibilities: - Participate occasionally in Business trip to Quebec and Act as Business Analyst to review requirements of current solution and work with other Business Analyst on different enhancements requested by Industrial Alliance- Perform User Acceptance Testing of various RESP components- Perform Functional testing /validation of French desktop- Perform HRDC Industry testing- Perform validation on converted data for RESP screens - Be a General iFAST support and point of contact for any general iFAST processing questions- Responsible for Model Office Execution / Business Processes- Responsible for Operational report / edit mapping testing and activation
User Acceptance Testing Analyst
* Roles and Responsibilities: Performs User Acceptance Testing * Working in a team of 6 UAT Analysts : the primary responsibility is to - Perform User Acceptance Testing, including the business side of all programming changes made on the iFAST Base and Desktop. - Review business specifications documents, system specifications and functional test plans, - Research and gather pertinent information to document testing strategies.- Gather test requirements, then develops and executes test plans in a timely and efficient manner- Formulate and defines system testing objectives- Ensure test plan test and identify all client requirements - Identify, reports and tracks all bugs and functionality issues discovered during the testing cycle- Ensure effective documentation of testing variances against expected results and facilitates their prioritization- Ensures effective communication of user testing related issues, to appropriate internal and external parties. - Ensures that all parties and management are appropriately informed- Execute reusable test beds for User Acceptance Testing- Support Transfer Agency on ad-hoc testing requests which includes launch of new clients- Perform PTS tickets testing in a Release
Bilingual Account Coordinator
* Roles and Responsibilities: processing and customer service functions for mutual fund clients in French and English. * Working in a team of 6 accounts coordinators : the primary responsibility is to - Process a variety of transactions with a high degree of accuracy. Examples include new accounts, investments, wires, transfers, purchases, redemptions, exchanges and account maintenance. - Respond to inquiries from Fund Company and broker/dealers via telephone or fax providing account and fund information, trade details, etc. - Conduct incoming and outgoing phone calls to broker/dealers for trade requests that are not received in good order to obtain the required information. - Processes adjustments to accounts and resolves problems daily. - Review and signoff of a variety of night cycle reports and special projects as assigned.
Business Analyst Consultant (Part Time)
- Executed test plans to ensure that systems development projects have been completed according to specification.- Executed ad hoc queries (SQL) to validate test results- Identified the process changes required and communicated these with the project manager- Participated in Design and Testing phase. Created and updated requirement and release documents- Troubleshoot issues identified by customers and resolving or escalating them appropriately- Created various ad hoc reports for operations and assist developers with basic programming using HTML, Javascript and Visual Basic
Consolidated Cash Plan Processing Officer, Corporate And Commercial Electronic Banking
* Roles and Responsibilities: Demonstrate the ability to meet customers needs and work effectively in a team environment while maintaining optimum productivity * Provided Merchant Services (Oct-Nov 2001) by responding to merchant inquiries and resolving their complaints regarding the point of sales machine* Adhere to departmental SLA (Service Level Agreement) by- Logging and posting all telephone and fax requests within 15 minutes of receipt and providing accurate verification within established time frames- Printing and splitting cheques- Processing dishonoured items- Actively listen to all customer/ branch enquiries,- Perform requisite investigations and provide accurate responses within established time frames- Produce cheques for Comprehensive Payables- Ensure all transactions posted on teller are balanced prior to generating clearing settlement on a daily basis- advise branches of any discrepancies during the implementation phase of new customers - Reconcile all daily totals posted to the tellers against total value of generated cheques by 9:00 pm on a daily basis.
Project Assistant And Web Content Management
- Assist corporate partners with special projects of building an hydraulic dam for some African cities; spreadsheet/database projects- Assist staff accountants with various activities, including journal entries, compiling financial statements, and the preparation of income taxes.- Collect and edit project data before publishing the web contents in HTML format into corporate web site
Research Interviewer
Worked in a call center handling:- Teleresearch and data entry - Opinion polls- Public opinions surveys for market research companies and updated Database
Colleagues at International Financial Data Services (IFDS)
Other employees you can reach at ifdsgroup.com. View company contacts for 1101 employees →
Ross Mercer
Colleague at International Financial Data Services (Ifds)Falkirk, Scotland, United Kingdom
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Anthony Hooton
Colleague at International Financial Data Services (Ifds)Chelmsford, England, United Kingdom
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Anna Brady
Colleague at International Financial Data Services (Ifds)United Kingdom
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Carrie Ferri
Colleague at International Financial Data Services (Ifds)Toronto, Ontario, Canada
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Jane Pulfer
Colleague at International Financial Data Services (Ifds)Basildon, England, United Kingdom
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Caroline Kavanagh
Colleague at International Financial Data Services (Ifds)Chelmsford, England, United Kingdom
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David Moynihan
Colleague at International Financial Data Services (Ifds)Dublin, County Dublin, Ireland
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Stephanie Healey
Colleague at International Financial Data Services (Ifds)Chelmsford, England, United Kingdom
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Sally Stephens
Colleague at International Financial Data Services (Ifds)Urchfont, England, United Kingdom
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Jennifer Begbie
Colleague at International Financial Data Services (Ifds)Luxembourg
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Lilly Mbaka education
B.Sc. - Graduated With Honours, Economics And Management Engineering (Ingénieur Commercial Et De Gestion)
Degree With Honours, Economics And Commercial Engineering, Graduated In Economics With Honours In June 1995
Frequently asked questions about Lilly Mbaka
Quick answers generated from the profile data available on this page.
What company does Lilly Mbaka work for?
Lilly Mbaka works for International Financial Data Services (IFDS).
What is Lilly Mbaka's role at International Financial Data Services (IFDS)?
Lilly Mbaka is listed as Senior Client Account Manager at International Financial Data Services (IFDS).
Where is Lilly Mbaka based?
Lilly Mbaka is based in Whitby, Ontario, Canada while working with International Financial Data Services (IFDS).
What companies has Lilly Mbaka worked for?
Lilly Mbaka has worked for International Financial Data Services (Ifds), Ifds, Conet-Tech Inc, Scotiabank, and New Barron & Levecque International.
Who are Lilly Mbaka's colleagues at International Financial Data Services (IFDS)?
Lilly Mbaka's colleagues at International Financial Data Services (IFDS) include Ross Mercer, Anthony Hooton, Anna Brady, Carrie Ferri, and Jane Pulfer.
How can I contact Lilly Mbaka?
You can use AeroLeads to view verified contact signals for Lilly Mbaka at International Financial Data Services (IFDS), including work email, phone, and LinkedIn data when available.
What schools did Lilly Mbaka attend?
Lilly Mbaka holds B.Sc. - Graduated With Honours, Economics And Management Engineering (Ingénieur Commercial Et De Gestion) from Université De Mons - Hainaut.
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