Matthew Lo, Ca, Pmp, Mba Email & Phone Number

Matthew Lo, Ca, Pmp, Mba is a Senior Business Finance Manager – Wealth and Personal Banking at Hang Seng Bank. He possess expertise in financial analysis, corporate finance, vba, business analysis, user acceptance testing and 5 more skills.

Listed skills include Financial Analysis, Corporate Finance, Vba, Business Analysis, and 6 others.

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  Senior Business Finance Manager – Wealth And Personal Banking

  Hang Seng Bank

  Aug 2021 - Present

   Coordinate and drive the overall Hang Seng’s Wealth and Personal Banking (“WPB”) main initiatives, which is customer level revenue and customer level cost to achieve the following objectives, Customer profitability MI reporting, Investment tracking, Digital and Channel MI, and Product Deep Dive, and require to present and discuss with senior business leader on business initiatives and manage expectation Identify and apply digital reporting solutions to most support the business in achieving its objectives Responsible for end to end delivery of a digital reporting solution to end users, from business requirement gathering to coordination of tasks amongst different teams, stakeholder briefing and rollout of the end solution  Responsible for project planning, escalation of issues to management on timely basis and deliver end solution to agreed outcome, timeline and budget Document the requirements under the existing data infrastructure and the process for each of the reporting requirements including each of the KPI definition and extraction logic Responsible for data quality assurance, design test scripts to support UAT, and conduct user training prior to the launch of the new MI dashboards  Working closely with senior business leaders to define appropriate measures and translating into MI requirements Helps the coordination with between Business, Business Finance, Analytics and Customer Relationship Management, and IT to define requirements, development and roll out of each of the MI Assist to carry out enhancement of internal control, streamline processes and toward improving efficiencies, timeliness, integrity, accuracy and profitability of Hang Seng’s WPB Lead ad hoc discussions driven by data to drive business decisions/outcomes Responsible for the department’s innovation/process improvement and working together with IT to explore/implement tools such as ChatGPT, Tableau, and Google Cloud Platform for the team.